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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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Pam Lucina

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

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Katie Nixon, CFA, CPWA®, CIMA®

Chief Investment Officer, Northern Trust Wealth Management

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Paul Lee

Chief Tax Strategist

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Marguerite Griffin

Director of Philanthropic Advisory Services

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Eric Czepyha

Director of Business Services

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Nikè Anani

Director of Next Gen Advisory

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Amy Szostak

Director of Family Governance and Education

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Steph Wagner

Director of Women & Wealth

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Bruce Letten

Head of the National Banking Practice

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Meghan Kinsella

Director of Financial Sponsors

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Valerie Trottier

Director of Nonprofit Services/ Foundation & Institutional Advisors

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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, CPWA®

Chief Fiduciary Officer, The Northern Trust Company

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Ed Manigault

Regional Wealth Advisor

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Stacy Singer

Practice Leader, Trust Services

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Sunitha Thomas

Regional Senior Investment Officer

Explore Specialized Advice

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Business Owner

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Executive

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Multigenerational Families

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Elevating Women

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.