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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

30 k

fiduciary accounts

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

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    Navigate to Pam Lucina

    Pam Lucina

    President, The Northern Trust Institute

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    Navigate to Katie Nixon, CFA, CPWA®, CIMA®

    Katie Nixon, CFA, CPWA®, CIMA®

    Chief Investment Officer, Northern Trust Wealth Management

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    Navigate to Paul Lee

    Paul Lee

    Chief Tax Strategist

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    Navigate to Marguerite Griffin

    Marguerite Griffin

    Director of Philanthropic Advisory Services

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    Navigate to Eric Czepyha

    Eric Czepyha

    Director of Business Services

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    Navigate to Nikè Anani

    Nikè Anani

    Director of Next Gen Advisory

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    Navigate to Amy Szostak

    Amy Szostak

    Director of Family Governance and Education

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    Navigate to Steph Wagner

    Steph Wagner

    Director of Women & Wealth

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    Navigate to Bruce Letten

    Bruce Letten

    Head of the National Banking Practice

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    Navigate to Meghan Kinsella

    Meghan Kinsella

    Director of Financial Sponsors

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    Navigate to Jane Ditelberg

    Jane Ditelberg

    Director of Tax Planning

Our Faculty

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    David Diamond

    President of The Northern Trust Company of Delaware

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    Frank DiFerdinando

    Regional Wealth Advisor

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    Phil Engman

    Senior Fiduciary Officer

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    Sally Giegerich

    Senior Investment Officer and Senior Portfolio Manager

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    Jennifer Stewart Gravenor, CFA

    Austin Region President

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    Philip J. Hayes

    Regional Wealth Advisor

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    Laura Mandel

    Chief Fiduciary Officer

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    Ed Manigault

    Regional Wealth Advisor

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    Stacy Singer

    National Practice Leader, Trust and Wealth Advisory Services

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    Sunitha Thomas

    Regional Senior Investment Officer

Explore Specialized Advice

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    Navigate to Business Owner

    Business Owner

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    Navigate to Executive

    Executive

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    Navigate to Multigenerational Families

    Multigenerational Families

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    Navigate to Elevating Women

    Elevating Women

PARTNER WITH US

Northern Trust works with high-net-worth individuals and families to optimize the impact of their wealth and legacy. Request a meeting to discuss how we can work together.