John Brazil, Cpwa® Email & Phone Number

Austin, Texas

As a Senior Relationship Advisor Manager, I oversee the planning and advisory practice for Northern Trust's private wealth management clients in Austin and greater central Texas. Our practice provides fiduciary, investment management, private banking, lending, and custody services to families with $5 million or more in net worth. Northern Trust serves clients in many fiduciary capacities, including as trustee, agent for trustee, executor of estates, custodian, and investment manager for assets. I provide clients comprehensive advice on financial planning, wealth transfer strategies, and estate planning techniques. Through the Goals Driven Wealth Management planning process I advise clients on how to align assets with lifestyle, family, and philanthropic goals. Additionally, I specialize in cash flow modeling and preparing the next generation of families to be responsible stewards of wealth through the Essentials financial education curriculum.

Austin, Texas Area

As a portfolio manager at U.S. Trust, Bank of America's private bank, I managed investments for high net worth individuals, trusts, family offices, and non-profit organizations. I worked with clients to develop the appropriate asset allocation, constructed a customized investment portfolio, and regularly conducted investment reviews to measure performance versus appropriate benchmarks.

Dallas/Fort Worth Area

Bachelor'S Degree, Economics

Master Of Business Administration (Mba)