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Meet Our Leadership Team

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Find the right services to meet the complex financial needs of your nonprofit.
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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.

Darius is the National Practice Leader for our Foundation and Institutional Advisory Services (FIA) segment.

Senior Vice President and Senior Managing Director

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.

Katrina M. Pipasts is the National Director of Planned Giving Services with Northern Trust's Foundation & Institutional Advisors practice.

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.