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Portfolio Managers

 
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Equity - Active Equity

 
 
Robert H. Bergson, CFA<sup>&reg;</sup>

Robert H. Bergson, CFA®

Portfolio Manager
 
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Robert H. Bergson, CFA<sup>&reg;</sup>

Robert H. Bergson, CFA®

Portfolio Manager
 

Northern Small Cap Core Fund (NSGRX)
Northern Small Cap Value Fund (NOSGX)

With Northern Trust Since 1997
Began Career in 1995

Robert H. Bergson, Senior Vice President of Northern Trust, is a senior portfolio manager and researcher for Northern Trust's Quantitative Active Equity Team. He is responsible for research and implementation of several small cap equity strategies representing more than $3.5 billion in small cap assets. He manages the Northern Small Cap Core Fund and Northern Small Cap Value Fund.

Prior to joining Northern Trust in 1997, Mr. Bergson served as Director of Investment Research for Real Estate Research Corporation, a real estate consulting and research firm.

Mr. Bergson received a B. Arch. from Carnegie Mellon University and an M.S. in real estate development from the Massachusetts Institute of Technology. He is an active CFA® charterholder, and a member of the CFA Institute, the CFA Society Chicago and the Chicago Quantitative Alliance.

Daniel J. Phillips, CFA<sup>&reg;</sup>

Daniel J. Phillips, CFA®

Portfolio Manager
 
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Daniel J. Phillips, CFA<sup>&reg;</sup>

Daniel J. Phillips, CFA®

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2005
Began Career in 2005

Daniel J. Phillips, Senior Vice President of Northern Trust and currently co-manages the Northern Global Tactical Asset Allocation Fund.

Mr. Phillips joined Northern Trust in 2005, and, alongside his Portfolio Manager responsibilities, is an Investment Strategist within the Northern Trust Asset Management business unit, overseeing the firm’s asset allocation processes and serving on the firm's Investment Policy Committee.

Mr. Phillips received a BBA in finance and economics from the University of Iowa and an MBA in finance, economics and international business from the University of Chicago. He is an active CFA® charterholder.

 
Bob Browne, CFA<sup>&reg;</sup>

Bob Browne, CFA®

Portfolio Manager
 
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Bob Browne, CFA<sup>&reg;</sup>

Bob Browne, CFA®

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2009
Began Career in 1989

Bob Browne, Executive Vice President and Chief Investment Officer for Northern Trust. He is a member of Northern Trust's Operating Group, reporting directly to the Management Group. Mr. Browne is also a co-manager for the Northern Global Tactical Asset Allocation Fund.

Mr. Browne chairs the firm’s Investment Policy Committee, which sets investment policy for all Northern Trust groups in all asset classes. He is responsible for investment performance, process and philosophy across multiple investment strategies including fixed income, active equity and passive investments. Mr. Browne has more than 25 years of investment experience.

Prior to joining Northern Trust in 2009, Mr. Browne worked for ING Investment Management and was the firm’s Chief Investment Officer for Fixed Income and Proprietary Investments from 2004 until 2009. In this capacity, he oversaw $120 billion in assets under management across retail and institutional clients, as well as the firm’s own insurance assets. From 2002 to 2004, he was founder and Managing Partner of Picador Capital, an alternative investment firm. From 1999 to 2001, he was Co-Head of Americas Fixed Income for Merrill Lynch Investments and he also worked in the firm’s London office from 1997 to 1999 as a senior portfolio manager. Mr. Browne spent the first eight years of his career, from 1989 until 1997, at JP Morgan Investment working as a global fixed income and currency portfolio manager in the firm’s Tokyo and London offices.

Mr. Browne holds a B.A. with a major in economics from the College of the Holy Cross. He also has a Masters in international business studies from the University of South Carolina. He is an active CFA® charterholder.

Mark C. Sodergren, CFA<sup>&reg;</sup>

Mark C. Sodergren, CFA®

Portfolio Manager
 
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Mark C. Sodergren, CFA<sup>&reg;</sup>

Mark C. Sodergren, CFA®

Portfolio Manager
 

Northern International Equity Fund (NOIGX)
Northern Large Cap Core Fund (NOLCX)
Northern Large Cap Value Fund (NOLVX)

With Northern Trust Since 2007
Began Career in 1995

Mark C. Sodergren, Senior Vice President of Northern Trust, is Head of the Quantitative Active Equity team responsible for research and implementation of several quantitative equity strategies. He currently manages the Northern International Equity Fund, Northern Large Cap Core Fund and is a co-manager of the Northern Large Cap Value Fund.

Before joining Northern Trust in 2007, Mr. Sodergren was a portfolio manager at Barclays Global Investors focused on active U.S. large cap strategies. Prior to this, he spent six years at Citigroup Asset Management as a portfolio manager and researcher focused on both active international and domestic portfolios.

Mr. Sodergren received a B.A. in quantitative economics and decision sciences from the University of California, San Diego and an MBA from the University of Chicago. He is an active CFA® charterholder and member of the Chicago Quantitative Alliance.

 
Jessica K. Hart

Jessica K. Hart

Portfolio Manager
 
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Jessica K. Hart

Jessica K. Hart

Portfolio Manager
 

Northern Engage360TM Fund (NENGX)

With Northern Trust Since 2000
Began Career in 1999

Jessica K. Hart, is Senior Vice President of Northern Trust's Outsourced CIO Retirement Assets Practice advising corporate, public and multi-employer plans. Multi-Manager Solutions Practice. She currently co-manages the Northern Engage360TM Fund.

Ms. Hart joined Northern Trust in 2000 and has since been responsible for due diligence on prospective managers, performance and oversight of all multi-manger funds, portfolio construction and a key member of the management team that developed portfolio optimization processes for Northern Trust's clients. Prior to joining Northern Trust, Ms. Hart was a consultant with the financial and commodities risk consulting group of Arthur Andersen LLP.

Ms. Hart received a B.S. degree in economics from the University of Wisconsin and an MBA from New York University, Stern School of Business.

Jeff Sampson, CFA<sup>&reg;</sup>

Jeff Sampson, CFA®

Portfolio Manager
 
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Jeff Sampson, CFA<sup>&reg;</sup>

Jeff Sampson, CFA®

Portfolio Manager
 
Northern Income Equity Fund (NOIEX)
Northern U.S. Quality ESG Fund (NUESX)

With Northern Trust Since 1999
Began Career in 1999

Jeff Sampson, Senior Vice President and Senior Portfolio Manager on the Global Equity Team responsible for the implementation of several engineered equity strategies specializing in ESG investments, Tax Advantaged Equity, and Quality Dividend Focus. He currently co-manages the Northern Income Equity Fund and the Northern U.S. Quality ESG Fund.

Prior to joining Global Equity in 2007, Mr. Sampson managed a division of account managers within the Wealth Management group. Mr. Sampson joined Northern Trust in 1999.

Mr. Sampson received a BBA in Finance from the University of Wisconsin and an MBA in Accounting, Finance, and Managerial & Organizational Behavior with honors from the University of Chicago Booth School of Business. He is an active CFA® charterholder, and a member of the CFA Institute and the CFA Society Chicago.

 
Sridhar Kancharla, CFA<sup>&reg;</sup>

Sridhar Kancharla, CFA®

Portfolio Manager
 
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Sridhar Kancharla, CFA<sup>&reg;</sup>

Sridhar Kancharla, CFA®

Portfolio Manager
 

Northern Income Equity Fund (NOIEX)
Northern Large Cap Value Fund (NOLVX)

With Northern Trust Since 2007
Began Career in 2002

Sridhar Kancharla, Vice President of Northern Trust, is a Senior Portfolio Manager and Researcher in the Quantitative Active Equity team responsible for research and implementation of several large/small cap quantitative equity strategies. Currently, he is a co-manager for the Northern Income Equity and Northern Large Cap Value Fund.

Prior to joining Northern Trust in 2007, Mr. Kancharla was a senior software engineer at Grossman & Associates responsible for developing industry leading commodity management and accounting software deployed at multi-billion dollar grain companies throughout North America.

Mr. Kancharla received a B.S. in computer science and mathematics from the University of Illinois at Urbana-Champaign and an MS in financial mathematics from the University of Chicago. He is a CFA® charterholder, a member of the CFA Institute, CFA Society of Chicago and the Chicago Quantitative Alliance.

Christopher E. Vella, CFA<sup>&reg;</sup>, CIO
 
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Christopher E. Vella, CFA<sup>&reg;</sup>, CIO

Christopher E. Vella, CFA®, CIO

Portfolio Manager
 

Northern Active M U.S. Equity Fund (NMUSX)
Northern Active M Emerging Markets Equity Fund (NMMEX)
Northern Active M International Equity Fund (NMIEX)
Northern Engage360TM Fund (NENGX)
Northern Multi-Manager Emerging Markets Debt Opportunity Fund (NMEDX)
Northern Multi-Manager Global Listed Infrastructure Fund (NMFIX)
Northern Multi-Manager Global Real Estate Fund  (NMMGX)
Northern Multi-Manager High Yield Opportunity Fund (NMHYX)

With Northern Trust Since 2004
Began Career in 1993

Christopher E. Vella, CFA®, is Senior Vice President of Northern Trust's Multi-Manager Solutions Practice. He is Chief Investment Officer with responsibility for manager research and portfolio construction processes across Northern Trust's Multi-Manager Solutions Practice. He is responsible for the global manager research platform, consisting of approximately $95B in assets across 200 investment strategies. He manages a team of approximately 25 investment professionals across all traditional asset classes. The team covers all external manager relationships on behalf of Northern Trust's private and institutional clientele.

Prior to joining Northern Trust in 2004, Mr. Vella was a founding member of Goldman Sach's external manager business which consists of institutional and private client assets. While at Goldman, he managed the international and emerging markets equity team. Prior to Goldman Sachs, Mr. Vella spent close to 6 years at SEI Investments working primarily on international equity and emerging markets equity manager research. He has over 20 years of manager research and multi-manager portfolio construction experience.

Mr. Vella received a B.S. magna cum laude in finance with a minor in applied mathematics from Lehigh University and was elected into the Phi Beta Kappa honor society. He is a member of the New York Society of Financial Analysts. He is an active CFA® charterholder.

 
Jim McDonald

Jim McDonald

Portfolio Manager
 
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Jim McDonald

Jim McDonald

Portfolio Manager
 

Northern Global Tactical Asset Allocation Fund (BBALX)

With Northern Trust Since 2001
Began Career in 1981

Jim McDonald, Executive Vice President and the Chief Investment Strategist for Northern Trust. In addition, he chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy and Private Equity Investment Committees, and is trustee of the Northern Trust Alpha Strategies and Equity Long/Short Strategies Hedge Funds. Mr. McDonald is also a co-manager for the Northern Global Tactical Asset Allocation Fund.

Prior to joining Northern Trust in 2001, Mr. McDonald was Director of Equity Research at ABN AMRO in New York and Chicago (1994-2000) and Equity Research Analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

Mr. McDonald received a BBA from the University of Michigan and an MBA with high distinction from Babson College. He is a member of the CFA Society Chicago and a registered CPA in the state of Michigan.

Peter M. Zymali, CFP<sup>&reg;</sup>

Peter M. Zymali, CFP®

Portfolio Manager
 
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Peter M. Zymali, CFP<sup>&reg;</sup>

Peter M. Zymali, CFP®

Portfolio Manager
 

Northern U.S. Quality ESG Fund (NUESX)

With Northern Trust Since 2002
Began Career in 2002

Peter Zymali, Vice President and Senior Portfolio Manager on the Global Equity Team responsible for the implementation of several engineered equity strategies specializing in ESG investments, Tax Advantaged Equity, and Quality Dividend Focus. He currently co-manages the Northern U.S. Quality ESG Fund.

Prior to joining Global Equity in 2007, Mr. Zymali was an investment consultant within the Global Family Office Group responsible for designing asset allocation strategies using an open architecture platform. Mr. Zymali joined Northern Trust in 2002.

Mr. Zymali received a B.S. in Finance from the University of Arizona and an MBA in Finance, Economics, and Managerial & Organizational Behavior from the University of Chicago Booth School of Business. Mr. Zymali is a Certified Financial PlannerTM professional.

 
Douglas J. McEldowney, CFA<sup>&reg;</sup>, CPA
 
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Douglas J. McEldowney, CFA<sup>&reg;</sup>, CPA

Douglas J. McEldowney, CFA®, CPA

Portfolio Manager
 

Northern International Equity Fund (NOIGX)

With Northern Trust Since 2006
Began Career in 1984

Douglas J. McEldowney, Senior Vice President of Northern Trust, manager of the Northern International Equity Fund.

Mr. McEldowney started in the investment industry in 1984, managing portfolios for high net worth and institutional clients as well as mutual funds. He has research experience encompassing private equity, mergers and acquisitions as well as domestic and international equity security analysis. At his predecessor firms, he was a research analyst, investment committee member and senior portfolio manager.

Prior to joining Northern Trust in 2006, Mr. McEldowney served as a Portfolio Manager from 1999 to 2003 at Invesco Funds and from 2003 to 2006 at Franklin Templeton.

Mr. McEldowney received a B.A. from the University of Kentucky and an MBA from Rollins College. He is an active CFA® charterholder and a CPA.

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Equity - Index Equity

 
Thomas E. O'Brien, CFA<sup>&reg;</sup>

Thomas E. O'Brien, CFA®

Portfolio Manager
 
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Thomas E. O'Brien, CFA<sup>&reg;</sup>

Thomas E. O'Brien, CFA®

Portfolio Manager
 

Northern Global Real Estate Index Fund (NGREX)
Northern Global Sustainability Index Fund (NSRIX)

With Northern Trust Since 2004
Began Career in 1997

Thomas E. O'Brien, Vice President of Northern Trust, is a portfolio manager with the international quantitative equity division. He manages the Northern Global Real Estate Index Fund and Northern Global Sustainability Index Fund.

Prior to joining Northern Trust in 2004, Mr. O'Brien was a principal at State Street Global Advisors in Boston.

Mr. O'Brien received a B.S. in finance from the University of Rhode Island and an MBA from Suffolk University. He is an active CFA® charterholder and a member of the CFA Society Chicago.

Steven J. Santiccioli

Steven J. Santiccioli

Portfolio Manager
 
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Steven J. Santiccioli

Steven J. Santiccioli

Portfolio Manager
 

Northern Emerging Markets Equity Index Fund (NOEMX)
Northern International Equity Index Fund (NOINX)

With Northern Trust Since 2003
Began Career in 1993

Steven J. Santiccioli, Vice President of Northern Trust, manages the Northern Emerging Markets Equity Index Fund and Northern International Equity Index Fund.

Prior to joining Northern Trust in 2003, Mr. Santiccioli was a portfolio manager with Deutsche Bank. Prior to his portfolio manager position at Deutsche, he served as the head of the accounting group for international index portfolios.

Mr. Santiccioli received a B.A. from Bucknell University and an MBA from Fordham University.

 
Brent Reeder

Brent Reeder

Portfolio Manager
 
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Brent Reeder

Brent Reeder

Portfolio Manager
 

Northern Mid Cap Index Fund (NOMIX)
Northern Small Cap Index Fund (NSIDX)
Northern Stock Index Fund (NOSIX)

With Northern Trust Since 1993
Began Career in 1993

Brent Reeder, Senior Vice President, is Director of U.S. Index Equities at Northern Trust. Mr. Reeder is responsible for equity index portfolio management in the United States. Prior to Director of U.S. Index Equities, he was a senior portfolio manager on the U.S. equity team. Mr. Reeder manages the Northern Mid Cap Index Fund, Northern Small Cap Index Fund and Northern Stock Index Fund.

Prior to his current role, Mr. Reeder's responsibilities included foundations and endowments team leader in the trust operations division at Northern Trust.

Mr. Reeder received a B.A. in economics from DePauw University, and an MBA in finance from DePaul University. He is an Associated Person with the National Futures Association.

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Fixed Income - Municipal Fixed Income

 
 
Fred A. Azar

Fred A. Azar

Portfolio Manager
 
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Fred A. Azar

Fred A. Azar

Portfolio Manager
 

Northern Arizona Tax-Exempt Fund (NOAZX)
Northern California Intermediate Tax-Exempt Fund  (NCITX)
Northern California Tax-Exempt Fund (NCATX)
Northern Tax-Exempt Fund (NOTEX)

With Northern Trust Since 2004
Began Career in 1991

Fred A. Azar, Vice President of Northern Trust, is a portfolio manager in the tax-exempt fixed income group of Northern Trust Asset Management. In June 2018, he moved into his current role as co-manager of the Northern Arizona Tax-Exempt Fund, Northern California Intermediate Tax-Exempt Fund, Northern California Tax-Exempt Fund and Northern Tax-Exempt Fund.

Mr. Azar joined Northern Trust in 2004. He has had previous positions as the Director of Fixed Income Business Management, Director of Core Strategies, and Senior Portfolio Manager in Short Duration Fixed Income. He began his career in 1991 with Harris Bank.

Mr. Azar received a B.S. in accounting and business administration and an MBA from the University of Kansas. He is a Certified Public Accountant.

Timothy T.A. McGregor, CFA<sup>&reg;</sup>

Timothy T.A. McGregor, CFA®

Portfolio Manager
 
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Timothy T.A. McGregor, CFA<sup>&reg;</sup>

Timothy T.A. McGregor, CFA®

Portfolio Manager
 

Northern Intermediate Tax-Exempt Fund (NOITX)
Northern Tax-Exempt Fund (NOTEX)

With Northern Trust Since 1989
Began Career in 1985

Timothy T.A. McGregor, Senior Vice President of Northern Trust, co-manages the Northern Intermediate Tax-Exempt Fund and Northern Tax-Exempt Fund.

Mr. McGregor began his career at Northern Trust in 1989 and has held positions as an investment manager representative and tax-exempt fixed income manager for high-net-worth individuals. He has managed the Northern Tax-Exempt Fund since the beginning of 1998 and Northern Intermediate Tax-Exempt Fund since the end of 2000.

Mr. McGregor received a B.S. in economics with a minor in East Asian studies from Indiana University. He is an active CFA® charterholder.

 
Timothy P. Blair, CFA<sup>&reg;</sup>

Timothy P. Blair, CFA®

Portfolio Manager
 
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Timothy P. Blair, CFA<sup>&reg;</sup>

Timothy P. Blair, CFA®

Portfolio Manager
 

Northern Short-Intermediate Tax-Exempt Fund (NSITX)

With Northern Trust Since 1992
Began Career in 1992

Timothy P. Blair, Vice President of Northern Trust, is a portfolio manager in the municipal fixed income group and manages the Northern Short-Intermediate Tax-Exempt Fund. In addition to managing the Fund, he also manages individual accounts.

Mr. Blair joined Northern Trust in 1992 as an IMLG representative in Corporate & Institutional Services. In 1996, he became a municipal bond trader for the fixed income group. He began managing individual accounts in 2000 and from September 2004 to November 2006, Mr. Blair co-managed the Northern Florida Intermediate Tax-Exempt Fund until the Fund was merged with the Northern Intermediate Tax-Exempt Fund.

Mr. Blair received a B.S. in business management from Northern Illinois University. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society Chicago.

Nate Miller

Nate Miller

Portfolio Manager
 
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Nate Miller

Nate Miller

Portfolio Manager
 

Northern Arizona Tax-Exempt Fund (NOAZX)
Intermediate Tax-Exempt Fund (NOITX)

With Northern Trust Since 1995
Began Career in 1995

Nate Miller is a Vice President for Northern Trust. Mr. Miller is a Portfolio Manager in the Municipal Fixed Income Group of Northern Trust Global Investments and is responsible for the management of a number of individual municipal bond portfolios. He currently co-manages the Northern Arizona Tax-Exempt Fund and Northern Intermediate Tax-Exempt Fund.

Mr. Miller joined the Northern Trust in 1995 as an IMLG representative in Worldwide Operations and Technology. He relocated to Arizona in 1996 and worked as a Relationship Manager in the Corporate and Institutional Administration Group. He relocated back to Chicago in October 2003 and started as a Municipal Bond Trader for the Fixed Income Group within Northern Trust Global Investments (NTGI) prior to being named a Portfolio Manager in June 2005.

Mr. Miller received a B.S. in finance from the University of Illinois at Champaign-Urbana in 1994 and also studied in the Certified Employee Benefits Specialist program (CEBS) via the Wharton School of Business.

 
Scott Colby, CFA<sup>&reg;</sup>

Scott Colby, CFA®

Portfolio Manager
 
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Scott Colby, CFA<sup>&reg;</sup>

Scott Colby, CFA®

Portfolio Manager
 

Northern Short-Intermediate Tax-Exempt Fund (NSITX)

With Northern Trust Since 2005
Began Career in 2002

Scott Colby, Officer of Northern Trust, is a portfolio manager in the tax-exempt fixed income group of Northern Trust Global Investments and manages the Northern Short-Intermediate Tax-Exempt Fund.

Mr. Colby joined Northern Trust in June 2005. He joined the Tax-Exempt fixed group in April 2006 and moved into his current role as a portfolio manager in January 2013.

Mr. Colby received a B.A. degree in finance from Tulane University. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society of Chicago.

Adam M. Shane, CFA

Adam M. Shane, CFA

Portfolio Manager
 
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Adam M. Shane, CFA

Adam M. Shane, CFA

Portfolio Manager
 

Northern High Yield Municipal Fund (NHYMX)
Northern California Intermediate Tax-Exempt Fund (NCITX)
Northern California Tax-Exempt Fund (NCATX)

With Northern Trust Since 2010
Began Career in 2003

Adam M. Shane, CFA, is a Senior Vice President for Northern Trust. Mr. Shane is Director of High Yield Municipal Fixed Income and co-manages the Northern High Yield Municipal Fund, Northern California Intermediate Tax-Exempt Fund and Northern California Tax-Exempt Fund.

Prior to his current role, Mr. Shane was Director of Fixed Income Research. He led a team of corporate, financial, municipal, and sovereign analysts in Chicago, London, and Bangalore, providing fundamental credit research in support of Northern Trust's fixed income capabilities.

Prior to joining Northern Trust in 2010, Mr. Shane was a senior research analyst at Nuveen Investments.

Mr. Shane has a B.A. in history from Williams College and an MBA, with concentrations in accounting and finance, from the University of Chicago, Graduate School of Business. He is an active CFA® charterholder, a member of the CFA Society Chicago, the CFA Institute, the Chicago Municipal Analysts Society, and the National Federation of Municipal Analysts.

 
Reid Frankenberg, CFA<sup>&reg;</sup>

Reid Frankenberg, CFA®

Portfolio Manager
 
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Reid Frankenberg, CFA<sup>&reg;</sup>

Reid Frankenberg, CFA®

Portfolio Manager
 

Northern Short-Intermediate Tax-Exempt Fund (NSITX)

With Northern Trust Since 2007
Began Career in 2007

Reid Frankenberg, CFA, Officer of Northern Trust, is a Fixed Income Portfolio Manager. Mr. Frankenberg currently co-manages the Northern Short–Intermediate Tax-Exempt Fund.

Mr. Frankenberg joined the Northern Trust in 2007.

Mr. Frankenberg received a B.A. in business from Miami University in Oxford, OH. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society Chicago.

Stephanie L. Woeppel

Stephanie L. Woeppel

Portfolio Manager
 
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Stephanie L. Woeppel

Stephanie L. Woeppel

Portfolio Manager
 

Northern High Yield Municipal Fund (NHYMX)

With Northern Trust Since 2012
Began Career in 2005

Stephanie L. Woeppel, Vice President for Northern Trust, Director of Municipal Credit Research, and a Senior Research Analyst. Ms. Woeppel leads a team providing fundamental municipal credit research in support of tax-exempt Fixed Income products and co-manages the Northern High Yield Municipal Fund.

Prior to joining Northern Trust in August 2012, Ms. Woeppel gained extensive experience in municipals, including bond insurer CIFG, Moody's, and The Hartford Investment Management Company.

Ms. Woeppel has a B.A. in english and history from the University of Nebraska and a Master of Public Administration with concentration in finance, from New York University - Wagner School of Public Service. She is a member of the Chicago Municipal Analysts Society, National Federation of Municipal Analysts and Women in Public Finance.

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Fixed Income - Taxable Fixed Income

 
 
Bradley Camden, CFA<sup>&reg;</sup>

Bradley Camden, CFA®

Portfolio Manager
 
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Bradley Camden, CFA<sup>&reg;</sup>

Bradley Camden, CFA®

Portfolio Manager
 

Northern Core Bond Fund (NOCBX)
Northern Fixed Income Fund (NOFIX)
Northern High Yield Fixed Income Fund (NHFIX)
Northern Short Bond Fund (BSBAX)

With Northern Trust Since 2005
Began Career in 2002

Bradley Camden, Senior Vice President of Northern Trust, is a member of the active long duration strategy team and responsible for research and implementation of several quantitative fixed income strategies. He currently co-manages the Northern Core Bond Fund, Northern Fixed Income Fund, Northern High Yield Fixed Income Fund and Northern Short Bond Fund.

Prior to joining Northern Trust in 2005, Mr. Camden was a member of Northern Trust’s Global Opportunities Leadership Development (GOLD) program where he completed rotations in Tax Advantage Equity Indexing, Equity Research and Fixed Income.

Mr. Camden holds a B.A. in economics from DePauw University. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society Chicago.

Jason R. Gookin

Jason R. Gookin

Portfolio Manager
 
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Jason R. Gookin

Jason R. Gookin

Portfolio Manager
 

Northern Tax-Advantaged Ultra-Short Fixed Income Fund (NTAUX)

With Northern Trust Since 2006
Began Career in 2005

Jason Gookin, Vice President of Northern Trust and Portfolio Manager with the Ultra Short Fixed Income Group. In addition to his responsibilities managing client accounts, Jason is the principal trader for municipal securities for Ultra-Short Fixed Income. Mr. Gookin also co-manages the Northern Tax-Advantaged Ultra-Short Fixed Income Fund.

Prior to joining Northern Trust, Mr. Gookin was a financial advisor with Ameriprise Financial, where he developed financial plans for clients using various computer models and forecasting techniques.

Mr. Gookin received a B.A. in finance with honors from Michigan State University and an MBA from the University of Chicago Booth School of Business with concentrations in finance, economics and international business.

 
Michael R. Chico, CFA<sup>&reg;</sup>

Michael R. Chico, CFA®

Portfolio Manager
 
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Michael R. Chico, CFA<sup>&reg;</sup>

Michael R. Chico, CFA®

Portfolio Manager
 

Northern Short-Intermediate U.S. Government Fund (NSIUX)
Northern U.S. Government Fund  (NOUGX)
Northern U.S. Treasury Index Fund (BTIAX)

With Northern Trust Since 2005
Began Career in 1995

Michael R. Chico, Vice President of Northern Trust, is a member of the active long duration strategy team and responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. He currently co-manages the Northern Short-Intermediate U.S. Government Fund, Northern U.S. Government Fund and Northern U.S. Treasury Index Fund.

Prior to joining Northern Trust in 2005, Mr. Chico was Vice President of MBS Trading at JP Morgan Securities, Inc, formerly Banc One Capital Markets, Inc.

Mr. Chico received a B.A. in economics from the University of Pennsylvania and MBA in finance and economics from the University of Chicago Graduate School of Business. He is a CFA charterholder in the CFA Society of Chicago.

Richard J. Inzunza, CFA<sup>&reg;</sup>

Richard J. Inzunza, CFA®

Portfolio Manager
 
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Richard J. Inzunza, CFA<sup>&reg;</sup>

Richard J. Inzunza, CFA®

Portfolio Manager
 

Northern High Yield Fixed Income Fund (NHFIX)

With Northern Trust Since 2007
Began Career in 1991

Richard J. Inzunza, CFA, Senior Vice President of Northern Trust, and Director, High Yield Fixed Taxable Fixed Income. He currently co-manages the Northern High Yield Fixed Income Fund.

Mr. Inzunza rejoined Northern Trust in August 2007 after serving as a senior fundamental analyst at Vanderbilt Capital Advisors from April 2007 focusing on absolute return strategies in bond and derivative markets. From December 2004 to 2007, he was a senior analyst at Northern Trust covering high-yield investment grade investments. Prior to joining Northern Trust, Mr. Inzunza was a senior analyst for Principal Global Investors in London, England and was responsible for credits trading in Euro, Sterling and U.S. dollars.  Mr. Inzunza was previously senior analyst for Principal Global Investors in the high yield and distressed markets.

Mr. Inzunza received a B.S. in business administration - accounting from the California State University at Los Angeles and an MBA in finance from the William E. Simon School of Business Administration at the University of Rochester. He is an active CFA® charterholder and a member of the CFA Institute, CFA Society Chicago and CFA Society United Kingdom.

 
Louis D’Arienzo

Louis D’Arienzo

Portfolio Manager
 
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Louis D’Arienzo

Louis D’Arienzo

Portfolio Manager
 

Northern Bond Index Fund (NOBOX)

With Northern Trust Since 2003
Began Career in 1981

Louis D'Arienzo, Vice President of Northern Trust, is a portfolio manager for the Fixed Income Index group and responsible for managing structured fixed income accounts. He currently co-manages the Northern Bond Index Fund.

Prior to joining Northern Trust in 2003, Mr. D'Arienzo was a senior fixed income portfolio manager for Deutsche Asset Management in New York. He joined Deutsche in 1981 (prior to the Deutsche Bank merger), where his investment experience included trading in structured portfolios and quantitative analysis of fixed income and derivative securities.

Mr. D'Arienzo received a B.S. in finance from the Stern School of Business at New York University.

Bilal Memon

Bilal Memon

Portfolio Manager
 
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Bilal Memon

Bilal Memon

Portfolio Manager
 

Ultra Short Fixed Income Fund (NUSFX)

With Northern Trust Since 2007
Began Career in 2004

Bilal Memon, Vice President of Northern Trust, and a member of the Short Duration Fixed Income Group within the Northern Trust Global Investments business unit. He is a co-manager of the Ultra Short Fixed Income Fund.

Prior to joining Northern Trust in 2007, Mr. Memon was with Ford Motor Company for three years. He joined them as the Associate Director of Pension Asset Management, he became a Fixed Income Portfolio Manager in 2005, and finally became part of the Treasury Staff in 2006.

Mr. Memon received his B.A. in economics from The University of Chicago and his MBA in analytical finance and marketing management from The University of Chicago Graduate School of Business.

 
Michael T. Doyle

Michael T. Doyle

Portfolio Manager
 
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Michael T. Doyle

Michael T. Doyle

Portfolio Manager
 

Northern Short Bond Fund (BSBAX)

With Northern Trust Since 1999
Began Career in 1999

Michael T. Doyle, Vice President of Northern Trust, is a member of the long duration fixed income management group. Mr. Doyle currently co-manages the Northern Short Bond Fund.

Mr. Doyle joined Northern Trust's income collections team in 1999, transferred to the short duration fixed income group in 2000 as an investment associate, and transferred to the long duration fixed income group in 2012 as a senior fixed income portfolio manager.

Mr. Doyle received a B.S. from Ferris State University and a M.S. in finance from the Illinois Institute of Technology Stuart School of Business.

Daniel J. Personette, CFA<sup>&reg;</sup>

Daniel J. Personette, CFA®

Portfolio Manager
 
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Daniel J. Personette, CFA<sup>&reg;</sup>

Daniel J. Personette, CFA®

Portfolio Manager
 

Northern Core Bond Fund (NOCBX)
Northern Fixed Income Fund (NOFIX)
Short Intermediate U.S. Government (NSIUX)
Northern U.S. Government Fund (NOUGX)

With Northern Trust Since 1996
Began Career in 1995

Daniel J. Personette, Vice President of Northern Trust, is a member of the fixed income group, responsible for quantitatively managing and trading fixed income accounts for Northern Trust clients. He currently co-manages the Northern Core Bond Fund, Northern Fixed Income Fund, Northern Short Intermediate U.S. Government Fund and Northern U.S. Government Fund.

Prior to joining Northern Trust as an Accounting Auditor in 1996, he served in the shareholder service department at Kemper Mutual Funds.

Mr. Personette received a B.A. in finance from Ball State University and an MBA from the University of Chicago. He is an active CFA® charterholder and a member of the CFA Society Chicago.

 
Brandon P. Ferguson, CFA<sup>&reg;</sup>

Brandon P. Ferguson, CFA®

Portfolio Manager
 
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Brandon P. Ferguson, CFA<sup>&reg;</sup>

Brandon P. Ferguson, CFA®

Portfolio Manager
 

Northern Bond Index Fund (NOBOX)
Northern U.S. Treasury Index Fund (BTIAX)

With Northern Trust Since 2007
Began Career in 2005

Brandon P. Ferguson, Vice President of Northern Trust, currently co-manages the Northern Bond Index Fund and Northern U.S. Treasury Index Fund. He is also a member of the Northern Trust Fixed Income Credit Strategy Committee.

Mr. Ferguson joined Northern Trust in November 2007 as an Investment Associate in the Fixed Income Group, was promoted to Associate Fixed Income Portfolio Manager in July 2009, and for the past two years has managed various fixed-income accounts for Northern Trust clients. From 2006 to 2007, Mr. Ferguson was a commercial credit analyst at First Midwest Bank. Prior to this, he served as a credit manager and mortgage salesman for Wells Fargo Financial.

Mr. Ferguson received a B.A. in business administration and psychology from Illinois Wesleyan University. He is an active CFA® charterholder and a member of the CFA Institute and the CFA Society Chicago.

Patrick D. Quinn

Patrick D. Quinn

Portfolio Manager
 
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Patrick D. Quinn

Patrick D. Quinn

Portfolio Manager
 

Northern Tax-Advantaged Ultra-Short Fixed Income Fund (NTAUX)

With Northern Trust Since 1983
Began Career in 1983

Patrick D. Quinn, Vice President of Northern Trust and Senior Portfolio Manager in the Ultra Short Fixed Income Group. In addition to his responsibilities managing client accounts, Patrick is the co-Manager of the Northern Tax-Advantaged Ultra-Short Fixed Income Fund.

Prior to his current role, Mr. Quinn was the portfolio manager of Northern Trust's Collective Short Term Investment Fund. He started his investment career in 1985 in Northern's Treasury department, advancing to division manager of the bank's Funding desk. He also held positions as a portfolio manager and risk manager while in Treasury.

Mr. Quinn received a B.S. in management and finance from DePaul University and an MBA in finance from the Kellstadt Graduate School of Business at DePaul University.

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Not FDIC insured | May lose value | No bank guarantee

You could lose money by investing in the Money Market Funds. Although each of the Money Market Funds seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Funds’ sponsor has no legal obligation to provide financial support to the Funds, and you should not expect that the sponsor will provide financial support to the Funds at any time.

The Money Market Fund and the Municipal Money Market Fund may impose a fee upon the sale of your shares or may temporarily suspend your ability to sell shares if the Fund’s liquidity falls below required minimums because of market conditions or other factors.

An investment in a Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (“FDIC”), any other government agency, or The Northern Trust Company, its affiliates, subsidiaries or any other bank.

Please carefully read the summary prospectus or prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds before investing. Call 800-595-9111 to obtain a summary prospectus or prospectus. The summary prospectus and prospectus contain this and other information about the Funds.

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