Skip to content
The Northern Trust Institute

Proven Advice for Moments that Matter

The Best Thinking of Our Firm

The Northern Trust Institute brings the breadth and depth of the firm to your unique situation. The advice you receive from us is informed by the latest insights and continually vetted through feedback.

Tap the steps to learn more.

UNIQUELY POSITIONED TO SERVE YOU

Drawing from more than

130 yrs

of experience advising wealthy families

We serve

30 %

of the Forbes 400 Wealthiest Americans

Trustee for more than

100 k

fiduciary clients

ABOUT THE NORTHERN TRUST INSTITUTE

You make financial decisions throughout your lifetime, and trusting the advice you receive can be difficult amid the unprecedented amount of information that exists today. You may question whether recommended strategies are fully informed, relevant to your unique situation and worthy of pursuing.

The Northern Trust Institute is dedicated to helping you confidently move forward with advice that is grounded in real-world outcomes and backed by proven credibility. To deliver on this mission, more than 175 experts collaborate to analyze behavioral patterns and identify the strategies that have been most effective for our clients. The resulting insights are curated around important points in your life, positioning you to take action and achieve optimal outcomes with your wealth.

Our Leadership

Check
Navigate to undefined

Pam Lucina

President of The Northern Trust Institute, Chief Fiduciary Officer and Trust & Advisory Practice Executive

Check
Navigate to undefined

Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

Check
Navigate to undefined

Glenda Pedroso

National Practice Executive, Banking

Check
Navigate to undefined

Paul Lee

Chief Tax Strategist

Check
Navigate to undefined

Marguerite Griffin

Director of Philanthropic Advisory Services

Check
Navigate to undefined

Eric Czepyha

Director of Business Services

Check
Navigate to undefined

Devin Blackburn

Director of Executive Services

Check
Navigate to undefined

Amy Szostak

Director of Family Governance and Education

Check
Navigate to undefined

Steph Wagner

Director of Women & Wealth

Our Faculty

Check

David Diamond

President of The Northern Trust Company of Delaware

Check

Ed Manigault

Regional Wealth Advisor

Check

Frank DiFerdinando

Regional Wealth Advisor

Check

Marc Borghans

Senior Investment Officer and Senior Portfolio Manager

Check

Paul Theiss

Senior Managing Director, Commercial Banking for Privately Held Businesses

Check

John Popa

National Practice Leader, Private Equity

Check

Sally Giegerich

Senior Investment Officer and Senior Portfolio Manager

Explore Specialized Advice

Check
Navigate to undefined

Business Owner

Check
Navigate to undefined

Executive

Check
Navigate to undefined

Multigenerational Families

Check
Navigate to undefined

Unexpectedly Single

OPTIMIZE YOUR WEALTH PLAN

Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan.