NTRS - Leadership updates

Northern Trust Wealth Management has appointed Rebekah Rice as Senior Managing Director of the Tampa Bay Market, succeeding Dan Honegger, who has served in the role since 2004. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260608700202/en/Rebekah Rice, Northern Trust Wealth Management Rice will lead a multidisciplinary team responsible for strategic growth, client experience and overall market performance. Honegger will remain in Tampa Bay and assume leadership of Northern Trust's Private Client Services and Emerging Wealth business for the South Region. "Dan's leadership has been instrumental to Northern Trust's success in W

Northern Trust Asset Management, a leading global investment management firm with US$1.4 trillion in assets under management as of March 31, 2026, has appointed Anne-Sophie van Royen, Ph.D. as Head of Index and Quantitative Strategies. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260520238901/en/Anne-Sophie van Royen, Ph.D., Head of Index and Quantitative Strategies, Northern Trust Asset Management In this role, van Royen will lead the strategic direction, commercial development and execution of Northern Trust Asset Management's index and quantitative investment capabilities across equity, fixed income and multi-asset solution

Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO). This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260427371710/en/Beata Kirr, Chief Investment Officer of Global Family Office Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices. GFO is the fastest-growing segment of Wealth Management, serving more than 550 clients with an average net worth above US$1 billion. "Family offices today are navigating increasingly complex portfolios, private markets exposure

Former Auction House CEO Will Expand the Firm's Advisory Capabilities for Fine Art and Collectibles Northern Trust Wealth Management has appointed Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships. She will report to Global Head of Sales David Albright. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260317774790/en/Alyssa Quinlan, Northern Trust Wealth Management Quinlan will lead the firm's relationships with professional advisors, including law and accounting firms, business advisory and investment consultants. These collaborations often intersect with client needs around unique assets such as fine art

Advances Asset Servicing Capabilities for Asset Managers and Asset Owners in the Americas Northern Trust (NASDAQ:NTRS) announced today that Jessica Donohue has been appointed as head of Asset Servicing, Americas. In her new role, Donohue will report to Clive Bellows, co-president of Northern Trust Asset Servicing. Donohue joined Northern Trust in September 2025 as global head of product management for Asset Servicing. Before joining Northern Trust, she held senior leadership positions at State Street, including global head for the Asset Owner segment, head of the Global Clients division responsible for State Street's most complex, global and strategic client relationships across the ass

Northern Trust Asset Management, a leading global investment management firm with US$1.4 trillion in assets under management as of September 30, 2025, has appointed Gijsbert de Lange as chief innovation strategist. In this role, de Lange will lead innovation across the investment team, embedding cutting-edge research and advanced AI technologies into Northern Trust Asset Management's investment capabilities. He will support the adoption of these methods within Northern Trust Asset Management's equity, fixed income and multi-asset strategies. "Northern Trust Asset Management has consistently prioritized innovation as a core driver of its investment philosophy and client solutions," said

Northern Trust (NASDAQ:NTRS) announced today that Katie Pries has been named Country Executive for Northern Trust Asset Servicing in Canada, based in Toronto. As country executive, Pries will oversee the growth and management of Northern Trust's business in Canada, including relationships with clients, prospects, and regulators. She will serve on the Canadian Management Committee, continue as a member of the Canadian Board, and report to Asset Servicing leadership. Pries previously served as president and CEO of Northern Trust Canada from March 2020 to May 2025 before moving to a global corporate role leading financial crimes strategy and delivery for Northern Trust, responsibilities wh

Freedman succeeds Katie Nixon, who now leads the high-growth Northeast Region Northern Trust has appointed Eric Freedman as Chief Investment Officer for the Wealth Management business. Freedman will guide the private client investment practice—including more than 200 portfolio managers nationally—and the continued evolution of the firm's investment platform and offerings. Freedman will report to Wealth Management President Jason Tyler, effective December 2. Freedman succeeds Katie Nixon, who served with distinction as Chief Investment Officer since 2012. During Nixon's tenure, she helped shape Northern Trust's investment philosophy, expanded its multi-asset capabilities, and strengthened

Northern Trust Wealth Management has appointed Michael Darby as Senior Managing Director of the Northern California Market. Darby will oversee Northern Trust's three regional locations—Menlo Park, Mill Valley and San Francisco—and lead an integrated team that delivers investment management, trust and estate planning, private and business banking and financial consulting for clients. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250930578799/en/Michael Darby, Senior Managing Director, Northern California "California's Bay Area produces wealth across the spectrum, from emerging founders and venture investors to sophisticated fami

Northern Trust (NASDAQ:NTRS) announced today that Jessica Donohue has joined as head of Product Management for Asset Servicing, leading a global team of product executives delivering custody, administration, fiduciary and data solutions for institutional clients. In this role, Donohue leads strategy and oversight to ensure that Northern Trust Asset Servicing products and solutions provide meaningful value to clients and closely align with Northern Trust's growth priorities. She reports directly to Asset Servicing President Teresa Parker. Donohue brings nearly 25 years of industry experience, most recently serving in senior leadership roles at State Street Bank and Trust Company, includi

Pedro Guazo Hired to Strengthen Investment Capabilities and Lead NTAM Across Europe, the Middle East and Asia-Pacific Northern Trust Asset Management, a leading global investment management firm with US$1.3 trillion in assets under management as of March 31, 2025, has appointed Pedro Guazo as head of international and responsible investing. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250625098034/en/Pedro Guazo, head of international and responsible investing, Northern Trust Asset Management Guazo, who will join in August, will have a dual mandate of leading the asset manager's business in Europe, the Middle East and Asia-P

Growth in Outsourced Chief Investment Officer segment highlights need for innovative solutions to support OCIOs and their clients Northern Trust (NASDAQ:NTRS) today announced the appointment of Katherine McCabe to lead the OCIO strategy for its Asset Servicing business unit. In this newly established role, McCabe will be responsible for developing strategic relationships with Outsourced Chief Investment Officer (OCIO) firms and the associated investment consultant community. She will report to Melanie Pickett, Head of Asset Servicing, Americas. Melanie Pickett, Head of Asset Servicing, Americas, said: "Northern Trust is committed to building stronger relationships with the OCIO commun

Northern Trust Asset Management, a leading global investment management firm with US$1.3 trillion in assets under management as of March 31, 2025, has appointed Gary Paulin as chief investment strategist, International and Joseph Tanious as chief investment strategist, North America. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250528972751/en/Joseph Tanious, chief investment strategist, North America, Northern Trust Asset Management Paulin and Tanious will work with Northern Trust Asset Management's investment team in equities, fixed income, multi asset, and alternatives to build its economic and markets views. The strategist

Michael Hunstad and Christian Roth bring combined six decades of investment expertise Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of March 31, 2025, has appointed Michael Hunstad, PhD and Christian (Chris) Roth, CFA as Global Co-Chief Investment Officers, effective June 1, 2025. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20250508580706/en/Michael Hunstad, Global Co-Chief Investment Officer, Northern Trust Asset Management Hunstad and Roth will oversee NTAM's investment performance, process and philosophy. They will co-chair the Investment

The Northern Trust Carbon Ecosystem™ will provide lifecycle management for digital carbon credits certified under the Natural Forest Standard Northern Trust (NASDAQ:NTRS) announced today that it has entered into a service agreement with UK-based Ecosystem Certification Organisation (ECO) to provide recordation and settlement services for digital carbon credit units issued to project developers under the Natural Forest Standard (NFS), which is administered and governed by ECO. Under the agreement, Northern Trust will record the ‘Natural Capital Credits' generated by NFS-certified projects and act on instructions from each project developer to transfer and settle digital carbon credit trans

Series of Appointments to Enhance Quant Capabilities and Accelerate Innovation Northern Trust Asset Management (NTAM), a leading global investment management firm with US$1.3 trillion in assets under management as of December 31, 2024, announced a major expansion of its global quantitative investment strategies team. NTAM has hired 13 investment personnel, including quantitative researchers, portfolio analysts and quantitative developers in Amsterdam, in a move that will enhance its existing quantitative factor platform and accelerate innovation into diversifying strategies. They join NTAM's quantitative strategies team under the leadership of Global Head of Quantitative Strategies Mark

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.2 trillion in assets under management as of June 30, 2024, announced Lyenda Simpson Delp will become Head of the Global Institutional Client Group, effective December 3. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240925776877/en/Lyenda Simpson Delp, Head of the Global Institutional Client Group, Northern Trust Asset Management (Photo: Business Wire) Lyenda will lead the strategic direction and commercial success of NTAM's institutional businesses in the Americas, Europe, and the Middle East (EMEA), and Asia-Pacific (APAC) regions. NTAM

NTAM Appoints Head of Global Stewardship; Unveils Proxy Voting Choice Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.2 trillion in assets under management as of June 30, 2024, announced actions to further strengthen its investment stewardship capabilities: appointing Paul Clark as Global Head of Stewardship, and unveiling the phased rollout of proxy voting choice. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240808855510/en/Paul Clark, Global Head of Stewardship, Northern Trust Asset Management (Photo: Business Wire) "We believe effective investment stewardship helps protect and e

Northern Trust has appointed Ali Nafii as Market Leader in San Diego, where he will direct the wealth management business serving high-net-worth individuals and families. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240716033019/en/Ali Nafii (Photo: Business Wire) In his new role, Nafii will be responsible for driving strategic growth in San Diego. He will lead a team that provides best-in-class investment management, trust, banking and advisory solutions to many of San Diego's most successful families, companies and nonprofits. Nafii joined Northern Trust in 2015, most recently serving as Client Development Market Lead & Seni

Northern Trust (NASDAQ:NTRS) announced today the appointment of Chandra Dhandapani to its Board of Directors. Dhandapani is currently a senior advisor at CBRE Group, Inc., the world's largest commercial real estate services and investment firm. She previously served as Chief Executive Officer of the firm's Global Workplace Solutions (GWS) business segment, overseeing the delivery of services including facilities management, project management and transaction services to clients worldwide. Prior to that, she served in a dual role as CBRE's Chief Transformation Officer, with executive oversight for People, Marketing, Supply Chain and Corporate Real Estate, and Chief Operating Officer of G

Northern Trust has appointed Ayla Kalani as Los Angeles Market Leader, where she will lead the wealth management business serving high-net-worth individuals and families. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240325607340/en/Ayla Kalani, Northern Trust Wealth Management Los Angeles Market Leader. (Photo: Business Wire) Kalani's territory will include Century City, Pasadena and Santa Barbara, where offices are dedicated to delivering exceptional service, renowned expertise and an innovative goals-driven wealth management approach for clients. She joins a team providing best-in-class investment management, trust, banking

Northern Trust has appointed Dotti Reeder as Market President of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20240304684831/en/Dotti Reeder (Photo: Business Wire) Reeder will oversee offices at Saint Ann Court, Park Cities and Fort Worth dedicated to delivering exceptional service, renowned expertise and an innovative goals-driven wealth management approach for clients. She joins a team providing best-in-class investment management, trust, banking and advisory based solutions. Most recently, Reeder was at Tol

Northern Trust has appointed Wing Wilson as Chief Fiduciary Officer, East Region, where she will lead the team in the delivery of fiduciary and advisory services to families, individuals and foundations. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20231212635719/en/Wing Wilson (Photo: Business Wire) In this role, Wilson, who will be based in New York City, will have fiduciary oversight across Northern Trust's East region, spanning from Florida to the New England states. She will lead the strategic direction and execution of these services while accelerating growth. Wilson has more than 15 years of experience in fiduciary serv

Northern Trust has appointed Brian Donovan Senior Managing Director of a wealth advisory team in Greater New York and lead of the Ultra High Net Worth (UHNW) Practice for the East Region, a newly created role. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230913096732/en/Brian Donovan, Northern Trust Wealth Management (Photo: Business Wire) In his role as a Senior Managing Director, Donovan will lead one of Northern Trust's wealth advisory teams in the Northeast Region, to include partners in both New York and Connecticut. His team will focus on the delivery of holistic advice and outstanding client service, while seeking to ac

Northern Trust has appointed Kathryn Calcagno Senior Wealth Strategist in Portland, where she will work with high-net-worth individuals and families to develop comprehensive wealth management plans to meet their goals. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230628526180/en/Kathryn Calcagno, Northern Trust (Photo: Business Wire) Calcagno brings more than 35 years of experience in the wealth management industry, with an emphasis on working with new clients and offering holistic financial services. Most recently, Calcagno was the Senior Managing Director, Wealth Advisor at First Republic Bank, where she managed complex inve

Northern Trust has expanded the role of Michael J. Bracci to President of the East Florida and Mid-Atlantic Regions. Bracci, who has been President of the East Florida Region since 2003, will now lead the strategic direction and execution of the Wealth Management business of both the East Florida and Mid-Atlantic Regions, including Atlanta, Philadelphia and Washington, D.C. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230531005366/en/Michael Bracci, Northern Trust (Photo: Business Wire) Bracci, who joined Northern Trust in 1993, is a leader in investment management, trust and fiduciary management, financial planning and privat

Northern Trust has appointed Patrick Cowan Chief Banking Officer for the West Region, where he will lead the strategic direction and execution of the banking business to accelerate growth in the region. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230522005594/en/Patrick Cowan, Northern Trust Wealth Management (Photo: Business Wire) Most recently, Cowan was the Chief Banking Officer for Ascent Private Capital Management and US Bank, where he initiated new campaigns to transform the credit and expand client solutions. Prior to that, Patrick was a partner at Northern Trust on the corporate banking team in Chicago and spent more

Northern Trust has appointed Beth Opperman as President of the Southwest and Rocky Mountain regions, where she will lead teams focused on serving high-net-worth individuals and families in Arizona, Colorado, Nevada and Texas. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230301005246/en/Beth Opperman, Northern Trust (Photo: Business Wire) The Southwest and Rocky Mountain regions include eight markets in 10 offices that deliver exceptional service, renowned expertise and an innovative goals-driven wealth management approach for clients. Opperman brings almost 30 years of experience in wealth management and has built teams focused

Northern Trust has appointed Gregory Irizarry Senior Managing Director in the Miami office, where he will lead a team of seasoned multi-disciplinary professionals focused on serving ultra-high net worth individuals and families in the South Florida market. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230216005150/en/Greg Irizarry, Northern Trust (Photo: Business Wire) During his 22-year career at Northern Trust, Irizarry has held a number of leadership roles, most recently serving as Senior Wealth Strategist and Manager. In that role, he was responsible for the service of integrated wealth management solutions, including invest

Northern Trust has appointed Carlos J. Arrizurieta President of the Northeast Region, where he will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230210005061/en/Carlos Arrizurieta, Northern Trust (Photo: Business Wire) Previously, Arrizurieta was Senior Vice President and Senior Managing Director in Northern Trust's Miami office, where he led a team serving ultra high net-worth clients with comprehensive wealth management services that incorpor

Northern Trust has appointed Nikè Anani Director of Next Gen Advisory for Northern Trust Wealth Management, a newly created role designed to accelerate the delivery of outstanding client service to the rising generation navigating wealth matters. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20230209005153/en/Nikè Anani, Northern Trust (Photo: Business Wire) An accomplished speaker and published author on wealth and values transfer strategies, Anani was previously the founder and CEO of Nikè Anani Practice, a bespoke consulting service for Next Gen services in Austin. She is the founder and former CEO of a family office in Lagos,

Northern Trust has appointed Monica Safapour Market President in the Santa Barbara office, where she will lead the team in the delivery of outstanding client service and accelerate the growth of the Northern Trust Wealth Management platform. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20221208005228/en/Monica Safapour, Northern Trust Wealth Management (Photo: Business Wire) Previously, Safapour served as Northern Trust's West Region Practice Lead for Estate Settlement, where she was responsible for the growth and efficiency estate settlement services for the entire region and oversaw teams in Arizona, California and Texas. Befo

Northern Trust has appointed Stephanie H. Giroux, CFA, as Senior Portfolio Advisor in the Greater New York market. Giroux will be responsible for delivering goals driven investment advice to achieve our wealth management clients' objectives. She will be based in the Greenwich, Connecticut office. "Stephanie is an accomplished professional with a proven track record of advising and expanding relationships with high-net-worth individuals and institutions," said Anne Donahue, Managing Director of Northern Trust Wealth Management, Greater New York. "I look forward to her leadership and expertise as we continue to provide customized investment advice to our clients in the Greater New York regio

Northern Trust (NASDAQ:NTRS) today announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group. Justin Chapman, global head of Digital Assets and Financial Markets, commented, "Michael's role will be key to the ongoing management of our market-facing relationships across both traditional and digital markets. His wealth of experience across risk management, commercial partnerships and financial markets will

Northern Trust has appointed Michael Cklamovski as Senior Managing Director and President of the Northern California region, based out of the San Francisco office. In this role, Cklamovski will be responsible for leading the Wealth Management business in the Bay Area and neighboring communities. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220908005240/en/Michael Cklamovski, Northern Trust (Photo: Business Wire) "We are very excited to add Michael to our leadership team as we execute upon our growth and servicing strategy," said Michele Havens, President, West Region, Northern Trust Wealth Management. "He will work with an outs

Northern Trust has appointed Curtiss Smith as Phoenix Region President, where he will lead the team in the delivery of outstanding client service and accelerate the growth of the Northern Trust Wealth Management platform. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220907006034/en/Curtiss Smith, Northern Trust Wealth Management (Photo: Business Wire) Most recently, Smith served as Senior Banking Director for Northern Trust markets in Arizona, Nevada and Colorado. Previously, he held positions at MidFirst Bank, Wells Fargo and Bank of America. Born and raised in Arizona, Smith will be the first native Phoenician to run the mar

Northern Trust has appointed Philip J. Hayes as West Region Wealth Advisor, based out of the San Francisco office. Hayes will aid the team in the delivery of technical advice and outstanding client service for ultra-high net worth clients who desire a sophisticated, multi-disciplinary and multi-generational wealth plan. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220825005064/en/Philip Hayes, Northern Trust (Photo: Business Wire) "Phil's extensive expertise in Trust and Estate Planning and strong contacts in the community will benefit Northern Trust's clients on complex estate and gifting strategies," said Andrew Paciocco, Wes

Northern Trust has appointed Jim Ward Senior Investment Officer and Senior Vice President in the Western Michigan Office, where he will lead the investment team in their delivery of Goals Driven advice to high net worth clients and institutions. Ward, who brings more than 35 years of investment experience to this role, joins Northern Trust from Fifth Third Bank. There, he most recently served as Director of Regional Portfolio Management and had oversight responsibilities for the Michigan and Northern Ohio portfolio management teams based in Grand Rapids, Detroit, Traverse City, Toledo, and Cleveland. "Jim's experience and expertise in investment management will assist our entire team as w

Northern Trust has appointed Jose M. Perez Senior Lending Officer of the South Florida Market. He will be responsible for a significant diversified loan and deposit portfolio comprised of domestic and international clients, including affluent families and closely held companies. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220819005067/en/Jose Perez (Photo: Business Wire) Perez brings to Northern Trust more than 25 years of experience in private, commercial, and corporate banking, with a focus on providing lending solutions and depository services. Previously, he served as Senior Loan Team Manager and Senior Vice President at t

Northern Trust has appointed Willem Erwich Managing Director of the Upper Florida Keys Market, where he will lead a team of seasoned professionals serving high net worth families, endowments and foundations. Erwich has more than 25 years of experience in wealth management, banking, corporate and private risk management. He will report to Marianne Devine, Senior Managing Director in South Florida. "The Florida Keys is an important, fast-growing region in Florida, where Northern Trust has had a presence for 50 years," Devine said. "We look forward to Will's leadership and deep connections in the Keys to continue the delivery of exceptional, holistic service to our clients." Erwich joined N

Northern Trust has appointed Ann Marie Wilczynski Senior Managing Director and President of Minnesota, where she will be responsible for leading the team in the delivery of holistic advice and outstanding client service. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220707005098/en/Ann Wilczynski (Photo: Business Wire) Prior to re-joining Northern Trust Wealth Management this year as the Trust team lead in Minnesota, Wilczynski was Senior Family Advisor for Waycrosse, where she served as lead relationship manager for several multiple-generation families in the Twin Cities area. Previously, she was Senior Trust Advisor and Team

Northern Trust has appointed Jennifer Grosvenor Managing Director in the Houston office, where she will lead the team in the delivery of outstanding client service and accelerate the growth of the Northern Trust Wealth Management platform. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220630005208/en/Jennifer Grosvenor, Northern Trust (Photo: Business Wire) Previously, Jennifer led the fiduciary practice and team of trust and client advisors for Northern Trust Wealth Management's Houston office, and she has more than two decades of experience guiding and advising large, financially complicated family assets and relationships. I

Northern Trust has appointed Alison Mast Senior Managing Director and President of Western Michigan. Mast will be responsible for leading Northern Trust's Grand Rapids-based team in the delivery of holistic advice and outstanding client service, while seeking to accelerate the growth of the firm's wealth management business in the Western Michigan Region. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220603005480/en/Alison Mast (Photo: Northern Trust) Alison joined Northern Trust in 2019 as the Head of Strategy for Wealth Management, working closely with practice and market leadership to identify, prioritize and implement strate

Northern Trust announced today that it has appointed Patrick Dominick Senior Managing Director in the Barrington office, where he will lead the team in the delivery of holistic advice and outstanding client service. Prior to re-joining Northern Trust two years ago as the Senior Wealth Strategist in Barrington, Patrick was President of The Chicago Trust Company, a 50-employee national, mid-sized independent Trust company. He was responsible for the day-to-day management, strategic planning and growth of $5 billion in assets under management and administration. "Patrick is a proven leader with a track record in managing high-performing teams, and we look forward to the perspective and exper

Northern Trust announced today that it has appointed Stacey Hallberg as Senior Managing Director of the Boca Raton and Delray Beach offices, where she will lead the teams in the delivery of holistic advice and outstanding client service. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220518005331/en/Stacey Hallberg (Photo: Business Wire) Stacey, who started her new role on May 2, has most recently served as Managing Director of the Delray Beach office. In her expanded role, she will harness the resources of both offices to serve clients in the rapidly growing South Palm Beach County, said Mike Bracci, President of East Florida Re

Anne Fitzpatrick Donahue assumes role in Greater New York Northern Trust has appointed Anne Fitzpatrick Donahue as Senior Managing Director in the New York and Connecticut office. Donahue will be responsible for leading one of Northern Trust's two Greater New York teams in the delivery of holistic advice and outstanding client service, while seeking to accelerate the growth of the firm's wealth management business in the Greater New York Region. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20220422005064/en/Anne Donahue (Photo: Business Wire) "Anne is a highly skilled leader with a proven track record of managing diverse teams o

Relationship Extends Across Northern Trust Asset Servicing, Wealth Management and Asset Management Units Northern Trust (NASDAQ:NTRS) has partnered with 5th Century Partners ("5CP"), a purpose-driven private investment firm based in Chicago, to provide fund administration and related services. The relationship includes banking, investor services and support for the launch of 5CP's oversubscribed debut fund, which closed to investors earlier this year with $144 million in capital commitments. 5CP invests in growing middle-market companies with a focused approach that taps into diversity as a tool to drive strong financial outcomes that can create transformative wealth opportunities for div

Northern Trust Wealth Management announced today the appointment of John Donahoo as Senior Managing Director of the Northeast Florida market. Donahoo will lead a team of seasoned professionals who serve high net worth families, endowments, and foundations with comprehensive wealth management services in Northeast Florida. Donahoo has more than 25 years' experience in banking, investing and wealth management. He will report to East Florida Region President Michael J. Bracci. "Northern Trust has had a presence in Florida for 50 years, and Northeast Florida is a key, fast-growing market," Bracci said. "John is a trusted advisor and highly-skilled director, and we are pleased to add his exper

Northern Trust (NASDAQ:NTRS) has appointed Gary Paulin as head of Global Strategic Solutions for its asset servicing business. In this newly-created position, Paulin, who is based in London, will lead the development and design of innovative solutions that will enable clients to access and benefit from the full range of Northern Trust's global capabilities. The appointment supports Northern Trust Whole Office™ – the strategy bringing advanced open architecture, multi-asset class solutions to institutional market participants, across the entire investment lifecycle. Paulin reports to Pete Cherecwich, president of Corporate & Institutional Services at Northern Trust, who comments, "As our

Survey findings and insights from The Northern Trust Institute underscore the need for effective governance among family business owners Northern Trust (NASDAQ:NTRS) announced today the results of its inaugural Business Owner Benchmark, a survey of more than 100 business owners conducted by The Northern Trust Institute in the first quarter of 2021. The survey, which measured business owners' greatest perceived challenges, illuminated key areas where business owners are most concerned: minimizing tax impact, ensuring smooth leadership succession, balancing family and non-family employee incentives, and maximizing the efficacy of boards of directors. Prioritizing Tax Resiliency Tax resil

NEW YORK--(BUSINESS WIRE)--Northern Trust has appointed Thomas F. Dempsey as Managing Director responsible for growing and deepening relationships with principals in the private equity and hedge fund segments, as well as working with ultra-high net worth families and the advisors who serve them. Dempsey’s primary focus will be on connecting Northern Trust with firms and their principals, and introducing new relationships to the breadth of investment management and advisory resources available at Northern Trust. Dempsey will work closely with Northern Trust’s Global Family Office (GFO) team of professionals for relationships with family offices and private investment companies. “T

HONG KONG--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) today announces the appointment of Caroline Higgins as the head of Hong Kong, Macau and Taiwan and Iain Carey as the head of Global Funds Services in Asia. Based in Hong Kong, Higgins will report to Angelo Calvitto, newly named head of Asia-Pacific, Northern Trust. In this leadership role, she will oversee Northern Trust’s asset servicing business activities across the three markets and assume executive management responsibilities for Northern Trust’s Hong Kong office. Reporting to Higgins, and assuming her prior role as head of Global Fund Services for Asia is Carey. He will oversee client service and the offering of Nor

Arthur Hill brings insurance, financial services and technology transformation expertise to global leadership role Northern Trust has hired Arthur Hill as Senior Vice President, Head of Product Management for Asset Servicing. Based in Chicago, Hill will lead product strategy and development, overseeing a global team of Asset Servicing product leads. Hill joins Northern Trust from Capgemini where he was a senior director for its global insurance and financial services group. He has more than 25 years of experience in the financial services and insurance industry, with a history of spearheading sophisticated transformation and technology programs with a global reach. "Arthur brings experti

Northern Trust Wealth Management announced today that Ana Nuñez has been named Senior Managing Director of the Private Client Advisory team in the Downtown Miami Brickell office and Key Biscayne office. She will report to Alexander Adams, President of the South Florida Region, and succeeds Eric Vainder, who was recently named Market Executive for Broward County. She will oversee a multi-disciplinary team of professionals in delivering holistic wealth management solutions to clients and their families, including investment management, banking, and trust and advisory services. A banking industry veteran, Nuñez brings deep experience in specialized lending arrangements. She has been with Nort

MIAMI--(BUSINESS WIRE)--Northern Trust announced today that Tami Conetta has been named Head of Sales and Marketing for the Wealth Management business in the East Region. Conetta succeeds Stephanie Goforth who has been appointed Global Head of Sales and Marketing for Wealth Management at Northern Trust. “I am delighted to partner with Tami to continue the strong trajectory of growth and expansion our business has experienced during Stephanie’s tenure,” said Henry P. Johnson, President of the East Region for Northern Trust Wealth Management. “Tami’s experience at the firm, her reach in the community of advisors, and her strong track record of excellent results position her perfectly

SINGAPORE--(BUSINESS WIRE)--Northern Trust (Nasdaq: NTRS) has been appointed by Japan-based manager, TriVista Capital Inc. (TriVista), to provide global custody services and manage securities lending for its two Cayman Islands-domiciled funds. The latest mandate expands an existing relationship and underlines an increasing demand for a broader securities finance offering in the region where over the past three years Northern Trust has seen a three-fold increase in Asia-Pacific based clients joining it’s global lending programs. “We’re delighted to extend our relationship with TriVista and provide securities lending services to help them maximize their risk and return objectives