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Technology, Reporting & Information Delivery

 
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Offering end-to-end technology reporting solutions, creating Operational AlphaTM and Operational Efficiencies for our family office, private investment/trust companies and foundations clients.

We build technology and reporting solutions that:

  1. Create Operational AlphaTM - Allow our clients to have on-demand, decision-ready tools and services to make thoughtful business and portfolio decisions.
  2. Create Operational Efficiency - Enable our clients to manage workflows more seamlessly by reducing friction in day-to-day operations.

Wealth Passport

Northern Trust's secure online portal to access account information and resources.

  • Track entities, accounts, holdings & transactions anywhere in the world
  • Customize dashboards, create and schedule reports, query data
  • Aggregation capabilities for outside accounts and non-traditional assets
  • Create alerts & manage user permissions
  • Secure single sign on via VIP soft token

Anchor Analytics

  • Slice and dice data, including accounting, tax and performance
  • Build custom reports on the fly (dashboards, board reports, flash reports, etc.)
  • Family member portals and mobile reporting
  • Natural Language Processing & Artificial Intelligence

Middle Office

  • Partnership accounting solutions including profits interest, 704(c), special allocations, etc.
  • General ledger reporting
  • Treasury management solutions
  • Wholly insourced or outsourced solutions based on client requirements
  • Fund accounting and fund administration solutions

Transactions

  • Securely send wires, account transfers, cut checks or pay bills
  • Enter and approve capital calls, commingled fund, hedge fund and mutual funds trades
  • Mobile check deposit capture for your custody and banking accounts
  • Approve all transaction activity via the Wealth Passport mobile app
Mary E. Timmons

Mary E. Timmons

GFO Chief Operating Officer
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Mary E. Timmons

Mary E. Timmons

GFO Chief Operating Officer
 

Mary Timmons currently serves as the Practice COO for Northern Trust's Global Family and Private Investment Offices group (GFO). In her current role, Mary and her Team manage and oversee GFO’s operations and technology requirements and strategy including the innovation of new products and solutions for the business to ensure the delivery of institutional quality financial information, asset record keeping, integrated reporting and transactional support solutions allowing Clients to manage their global interests more efficiently and confidently.

Additionally, Mary is leading and institutionalizing the group's Business Process Review solutions for existing GFO clients and new prospects. Prior to her current role, Mary was Head of Asset Servicing for GFO. In that function, she managed the Client Service Support Team, New Business Consultants and Business Analysts as well as oversaw the Asset Servicing Product for GFO.

Mary started with Northern Trust in the Daily Valuation Group. In April 2006, she moved to Dublin to manage a Program to implement a Pan European platform that would support the current and anticipated growth of the Global Fund Services ("GFS") business across Europe. As part of the Project, she relocated to London in September 2007 where she was responsible for the EMEA Transfer Agency Consulting Group within GFS.

Prior to joining Northern Trust as a Vice President in January 2001, Mary served as Director of Operations for ADP in Deerfield, Illinois for three years. Previously, she was a Manager at Bank One in Columbus, Ohio for six years and worked in the Internal Audit Departments at Continental Bank and Connecticut National Bank.

Mary received a B.S. degree in Finance from Indiana University and is a Board Member of Chicago Commons.

Jeff Feeney, CFA

Jeff Feeney, CFA

GFO Product Manager
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Jeff Feeney, CFA

Jeff Feeney, CFA

GFO Product Manager
 

Jeff Feeney is a Senior Vice President at The Northern Trust Company. Jeff's current responsibility is being the Product Manager for the Global Family Office (GFO) segment. Prior to taking on this role, Jeff was the Head of Correspondent Trust Services for North America. This team offers comprehensive services and leading technology solutions to help support wealth management providers.

Prior to his role managing the Correspondent Trust Services, Jeff was the Regional Head of the Investment Risk and Analytical Services (IRAS) team of the Americas. The IRAS team provides Northern Trust clients with value added offerings with the following services: Performance, Compliance, Risk, and Alternative Assets.

Jeff has a diverse and comprehensive background with over 30 years of experience in the financial industry. Prior to joining Northern Trust, Jeff worked for 18 years at Citigroup in various roles within the futures industry with his last role of managing the firm's Chicago Futures office.

Jeff received a BS degree in Finance from Illinois State University and is a CFA charter holder.

David Petersen

David Petersen

GFO Reporting Consultant
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David Petersen

David Petersen

GFO Reporting Consultant
 

David J. Petersen is a Senior Vice President at The Northern Trust Company, Chicago. He is a Reporting Consultant in the Global Family & Private Investment Offices group. In this role, he is responsible for matching client business needs with Northern Trust products and provides one-on-one consulting to ensure seamless integration of these products into the client's daily workflow.

David works with Global Family Office clients on all types of Passport related issues. His specific responsibilities include: creating customized solutions to client specific data requests; analyzing how client's use their data from Passport and then consulting with them on improving efficiencies; training clients on-site and over the phone; ensuring client satisfaction with Passport by working with RM's, Administrators, Info Delivery and all other internal areas of the Northern Trust. Prior to joining The Wealth Management Group, David was the Team Leader of the Custom Management Reporting Template and Download Team in the Trust Systems Division.

David was a C&IS Passport Consultant from 1997 - 2000. In this group, he worked closely with Top 75 clients to find customized solutions to their reporting needs as well as provide training on Passport Applications. Prior to his current position, David was an Accounting Manager in the Information Delivery group and was a member of the User Acceptance Testing team that works on enhancements to Passport applications.

David obtained industry-related experience as an Operations Manager for William M. Mercer in their Recordkeeping division.

David rejoined Northern Trust as an Officer in October, 1996; was named a Second Vice President in November, 1997; and a Vice President in May, 2000. He previously worked at Northern Trust from 1991 to March, 1996.

He received a B.S. degree in Finance from the University of Illinois in Champaign-Urbana.

Wealth Passport

Wealth Passport is a secure, efficient and interactive means of managing family banking and communication.
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