David Faircloth Email and Phone Number
David Faircloth work email
- Valid
- Valid
- Valid
David Faircloth personal email
David Faircloth phone numbers
I manage a team of advisors that works with high net worth families, foundations, endowments and non-profits to develop comprehensive financial solutions to meet their goals and objectives for growth and the preservation/transfer of wealth. As part of an integrated team of wealth management experts, I develop dynamic strategies unique to our client's needs.When not working, I enjoy reading, music, theater, travel, bicycling and skiing. I have completed hundreds of century rides, and seven marathons - with a personal best time of 3:34.
Northern Trust Corporation
View-
Senior Investment Officer, Senior Vice PresidentNorthern Trust Corporation 2006 - PresentChicago, Illinois, Us• Manage a team of investment professionals with over $5,900,000,000 in assets under management• $2,500,000,000 of Ultra-High Net Worth and Foundation assets under management• Responsible for 30 client relationships• Consult with Ultra-High Net Worth clients and Investment Committees to develop Investment Policy Statements and custom investment portfolios• Present investment philosophy and performance to clients and new business prospects• Manage multiple asset portfolios for Personal Trust, Agency, IRA, and Foundation accounts• Discuss proprietary and third-party investment products with clients and prospects• Past member of Investment Policy Committee to set firm-wide investment strategy• Past member of Investment Advisory Committee to vet internal and third-party investment solutions• Past member of Investment Governance Committee which oversees Northern Trust Asset Management’s investment solutions• Past member of Diversity and Inclusion Advisory Council• Past member of Investor Workstation Governance Committee overseeing development and enhancement of proprietary investment management and reporting software• Chairman’s Absolute Quality Award
-
Senior Investment Specialist, Vice PresidentJpmorgan 2005 - 2006New York, Ny, Us• Team Leader of a newly created, investment team, focusing on foundations, endowments, non-profits, and professional advisors• Presented investment philosophy and performance to new business prospects• Discussed proprietary and third party investment products with clients and prospects• Created marketing and presentation materials for target market• Mentored junior members of investment team• Media Relations Representative for foundation, endowment and non-profit team• Co-hosted and presented at investment seminar for local non-profit agencies -
Institutional Equity Sales, First Vice PresidentMerrill Lynch 2000 - 2005New York, Ny, Us• Managed relationships with institutional clients in Illinois, Kentucky and Wisconsin• Discussed investment strategy, asset allocation and portfolio construction with Chief Investment Officers, portfolio managers and analysts• Focused on equity and derivative related product sales to Mutual Funds, Investment Managers, Trust Companies and Insurance Companies• Increased earned commissions from largest client by 500%• Improved standing in annual broker vote with targeted top tier clients• Worked with Private Client Financial Advisors on cross-selling initiatives• Achieved membership in Merrill Lynch’s Chairman’s Club (2000), Circle of Excellence (2001-2004), and Winner’s Circle (2000-2002) by exceeding sales targets -
Senior Equity Analyst And Portfolio Manager, Vice PresidentFiduciary Management Associates 1998 - 2000• Co-managed Small Cap Value and Large Cap Value mutual funds and equity accounts• Analyzed Health Care, Basic Industries and Consumer Cyclical economic sectors
-
Portfolio Manager, Vice PresidentNorthern Trust 1990 - 1998Chicago, Illinois, Us• $350,000,000 of personal assets under management, $200,000,000 discretionary• Responsible for 100 client relationships• Presented investment philosophy and performance to new business prospects• Consulted with clients, advisors, and attorneys to develop custom investment portfolios• Managed multiple asset portfolios for Personal Trust, Agency, IRA and Estate Accounts• Supervised investment personnel for Guardian and Estate Administration• Co-managed $260,000,000 Income Equity mutual fund and common trust fund• Traded convertible securities for mutual fund and common trust fund• Member of Technology Initiatives Group for Investment Services Group
-
Cash Management Marketing RepresentativeNorthern Trust 1988 - 1990Chicago, Illinois, Us• Developed marketing and sales strategies for new services• Trained sales staff on benefits of corporate electronic banking services• Developed enhancements to new and existing cash management services• Provided technical support to clients using electronic banking services
David Faircloth Skills
David Faircloth Education Details
-
Northwestern University - Kellogg School Of ManagementAnd International Business -
Depaul UniversityMinor: Marketing
-
Depaul University
Frequently Asked Questions about David Faircloth
What company does David Faircloth work for?
David Faircloth works for Northern Trust Corporation
What is David Faircloth's role at the current company?
David Faircloth's current role is Senior Vice President, Senior Investment Officer, Chartered Financial Analyst®, Certified Investment Management Analyst®.
What is David Faircloth's email address?
David Faircloth's email address is df****@****trs.com
What is David Faircloth's direct phone number?
David Faircloth's direct phone number is +9180401*****
What schools did David Faircloth attend?
David Faircloth attended Northwestern University - Kellogg School Of Management, Depaul University, Depaul University.
What are some of David Faircloth's interests?
David Faircloth has interest in Education, Health.
What skills is David Faircloth known for?
David Faircloth has skills like Asset Allocation, Portfolio Management, Investments, Wealth Management, Equities, Investment Management, Investment Strategies, Financial Services, Asset Management, Mutual Funds, Derivatives, Fixed Income.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial