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Meet Our Leadership Team

Inquire About Our Services

Find the right services to meet the complex financial needs of your nonprofit.
Submit RFP
It would be a privilege to put our resources and expertise to work for your organization.
RFP Resources
Refer to our Sample RFP Questions and White Paper by Michelle Hong, "Managing the Search for an Investment Provider" for guidance.
Read our Nonprofit Insights

    Darius is the National Practice Leader for our Foundation & Institutional Advisors (FIA).

    Greg Jordan is the Senior Managing Director for the Central Region of Foundation & Institutional Advisors.

    Brett Rees is the Regional Executive for the East Region of Foundation & Institutional Advisors.

    Valerie Trottier is a Senior Vice President, leading the Foundation & Institutional Advisors practice for the West Region.

    Barbara Lane is the Regional Senior Investment Officer for Northern Trust’s Foundation & Institutional Advisors national practice.

    Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.

    Deborah Kasemeyer is a Senior Vice President and Director of Community Development and Investments where she oversees Northern Trust's community development capital deployment and an Impact Investment portfolio of over $1.5 billion.

    Marguerite specializes in administering charitable trusts and private foundations, and facilitating family philanthropy retreats.

    Learn More About Our Services for Nonprofits

    Discover more about how we can help you manage your nonprofit.