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Global Family and Private Investment Office Services Expert

Beata Kirr portrait

Beata Kirr

Chief Investment Officer, Global Family Office

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Beata Kirr is Chief Investment Officer of Global Family Office at Northern Trust Wealth Management, where she leads investment strategy, portfolio construction and the delivery of investment insights for ultra-high-net-worth families and family offices. She is a voting member of the global strategic and tactical asset allocation committee, along with the manager selection committee.

Beata brings more than two decades of experience advising sophisticated investors across market cycles. Prior to joining Northern Trust, she served as Managing Director and Chief Impact Officer at The Copia Group, a private credit firm focused on direct lending to lower middle market businesses. She developed the firm’s impact framework and measurement processes and served on the investment committee for its inaugural fund.

Previously, Beata spent 17 years at Bernstein Private Wealth Management, where she held senior investment leadership roles, culminating in her time as Co‑Head of Investment Strategies/National Managing Director. During her tenure, she oversaw strategic asset allocation, manager selection and investment evolution for high-net-worth individuals, family offices, and foundations nationwide. She also served on the Private Wealth executive leadership team and was president of the Sanford C. Bernstein Mutual Fund Board.

Earlier in her career, Beata held investment roles at Aurora LLC (formerly Harris Alternatives) and Goldman Sachs, spanning hedge fund investing, equity capital markets and equity research sales.

In addition to her investment leadership, Beata serves as an investment committee member at The Poetry Foundation and Congregation Sukkat Shalom.

Beata earned a bachelor’s degree in finance, magna cum laude, from the Wharton School of the University of Pennsylvania and an MBA from Northwestern University’s Kellogg School of Management.