Senior Portfolio Manager
CurrentI manage the assets of trusts, retirement plans, foundations, personal accounts for Northern Trust's high net worth clients, and fiduciary mandates which are characterized by a high degree of complexity and sophistication. I am responsible for recommending and directing the execution of programs designed to achieve clients' financial goals within the framework of Northern's Life Driven Wealth Management as well Northern's Investment Policy Committee guidance. Specific responsibilities include: • Managing accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, coordinating shared authority with outside attorneys/consultants).• Developing, recommending, and directing the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviewing and analyzing investments to select assets and manage individual portfolios.• Analyzing and planning the overall investment strategy of the portfolio with continuous revision of account objectives in the context of client needs.• Maintaining extensive contact with clients, co-trustees, consultants, CPA’s, and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.• Functioning as senior staff member and technical expert on a peer review team providing regular review of portfolio activities, and in the investment management process.• Participating in the development of new investment business with personal financial planning staff by discussing personal investment services with prospects.• Providing comprehensive and factor based portfolio/third party manager analytics and reporting on both traditional and alternative strategies.• Performing financial analysis on specific individual assets as needed.• Serving on standing investment services committees and on ad hoc unit committees.
