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Wealth Management Expert

Barbara Lane, CFA, CIMA®

Investment Practice Lead, Foundation & Institutional Advisors

Expert profile image of Barbara Lane, CFA, CIMA®, Investment Practice Lead, Foundation & Institutional Advisors -

Barbara Lane is the Regional Senior Investment Officer for Northern Trust’s Foundation & Institutional Advisors national practice. In this role, she provides guidance and oversight to 20 investment professionals, serving clients across the country.  With over 38 years investment management experience, Barbara is solely dedicated to providing investment solutions in the nonprofit sector with expertise in asset allocation, strategy selection, investment policy statement development, and performance reporting.

 

She joined Northern Trust in 1995, and the Foundation & Institutional Advisors practice in 2008. Barbara received her Bachelor of Science degree in Finance from Florida Southern College in 1981 and a Master of Business Administration from the University of North Florida in 1982. Barbara was awarded the Chartered Financial Analyst (CFA) designation in 1992 and became a Certified Investment Management Analyst (CIMA®) in 2005. Barbara is a member of the CFA Institute, CFA Miami and Investments & Wealth Institute. Barbara is a past leader of CFA Tampa Bay, and a former CFA Exam grader.