Invest for a Specific Purpose

Global Head of Sales & Services

Alan W. Robertson is Executive Vice President and Global Head of Sales and Service for Northern Trust Global Investments, responsible for sales and service globally for Northern's investment management business.

Most recently, Alan was President and Chief Executive Officer of Northern Trust Global Advisors, responsible for Northern's multi-manager investment business that provides manager research and customized investment programs for a wide range of institutional and high net worth clients. He was formerly Group Head, Wealth Advisory in Northern's Personal Financial Services business unit, responsible for expanding Northern's presence nationally in the market segment represented by individuals and families with assets over $10 million. During his career at Northern Trust, Mr. Robertson was Managing Director, Northern Trust Global Investments Product Management, Marketing, and Operations/Technology, responsible for developing and managing the full array of Northern's investment management products, investment marketing and the operations and technology applications supporting Northern's investment business.

Mr. Robertson joined Northern Trust from Eager & Associates, Inc., a management consulting firm specializing in the investment management business, where he was a Principal and Senior Consultant, working with investment managers throughout the U.S., Europe and Asia. He began his career at Aetna Life and Casualty, where he held a variety of positions, including Senior Investment Officer, Director Corporate Finance, Director Investment Sales, and Managing Director Aetna Investment Management (Hong Kong) Ltd.

Mr. Robertson received a B.A. degree with honors in international relations from Eisenhower College and an M.B.A.degree from The Darden Graduate School of Business at the University of Virginia.

Director, Manager of Manager Services

Jennifer is an Executive Vice President and Director, Manager of Managers Services, for Northern Trust Global Advisors, an investment management subsidiary of Northern Trust offering manager of managers investment programs over $33 billion in assets under management.

Northern Trust's manager of managers programs include emerging and minority managers, US and international equity and fixed income,alternative investments (e.g. hedge fund and private equity strategies), real estate, and total investment program management.
Since joining The Northern Trust Company, Northern Trust Global Advisors' parent company in 1974, Jennifer has held various management positions in investments, global custody, and international banking.

M.B.A. degree in Finance and International Business from the University of Chicago

B.A. degree from Calvin College in Grand Rapids, Michigan

Chartered Financial Analyst

NASD Series 7, 63 and 24 licensed

Global Head of Sales & Services

Alan W. Robertson is Executive Vice President and Global Head of Sales and Service for Northern Trust Global Investments, responsible for sales and service globally for Northern's investment management business.

Most recently, Alan was President and Chief Executive Officer of Northern Trust Global Advisors, responsible for Northern's multi-manager investment business that provides manager research and customized investment programs for a wide range of institutional and high net worth clients. He was formerly Group Head, Wealth Advisory in Northern's Personal Financial Services business unit, responsible for expanding Northern's presence nationally in the market segment represented by individuals and families with assets over $10 million. During his career at Northern Trust, Mr. Robertson was Managing Director, Northern Trust Global Investments Product Management, Marketing, and Operations/Technology, responsible for developing and managing the full array of Northern's investment management products, investment marketing and the operations and technology applications supporting Northern's investment business.

Mr. Robertson joined Northern Trust from Eager & Associates, Inc., a management consulting firm specializing in the investment management business, where he was a Principal and Senior Consultant, working with investment managers throughout the U.S., Europe and Asia. He began his career at Aetna Life and Casualty, where he held a variety of positions, including Senior Investment Officer, Director Corporate Finance, Director Investment Sales, and Managing Director Aetna Investment Management (Hong Kong) Ltd.

Mr. Robertson received a B.A. degree with honors in international relations from Eisenhower College and an M.B.A.degree from The Darden Graduate School of Business at the University of Virginia.

Director of North America Asset Servicing Sales

Jon joined Northern Trust in March 2008 as Head of North American Asset Servicing Sales for institutional clients.

Jon is responsible for managing a diverse institutional sales team located in Chicago, Boston, San Francisco, and Toronto, covering the public fund, Taft-Hartley, not-for-profit, large corporate, insurance, investment manager, multinational, and middle market segments. Jon’s focus is solutions-based new business development. He is an industry veteran, with over 20 years experience in client service and business and product development.

Prior to joining Northern Trust, Jon served in various executive and lead business development roles at Bank of New York Mellon Corporation. Most recently, he served as National Sales and Marketing Director for the asset servicing sector. Before that, Jon held several senior positions in market segment sales, new business development, and product management.

Jon attended the University of Pittsburgh and began his career in management and sales for a retail consumer goods firm. Jon currently participates on several national organizations that focus on the financial services industry.

Senior Vice President

Mike leads Northern Trust’s business development efforts on behalf of the Global Fund Services and Insurance segments in North America. He is focused on delivering solutions to North American investment managers and insurance companies on behalf of their global custody, fund administration, and investment operations outsourcing needs on a global basis.

Mike began his career at Northern Trust in 1989 in Worldwide Operations and Technology serving the Large Corporate ERISA and institutional market segments. He spent several years away from Northern Trust consulting to retirement plan sponsors, developing and marketing enterprise level asset allocation and client servicing solutions for trust and retirement plan providers. Mike returned to Northern Trust in 2005.

Mike received a BS in Business Administration from Marquette University and an MBA from Loyola University of Chicago. Mike is a CFA charterholder and member of the CFA Society of Chicago.

Global Head of IRAS

Jim Trotter has worked in the performance and risk industry for over 20 years and joined Northern Trust in February 2005 to head up the Investment Risk and Analytical Services team in London, looking after Northern's EMEA custody and outsourced client base taking performance measurement, market risk and compliance monitoring services. Jim was promoted to Global Deputy Head in June 2007 and to Global Head in early 2009.

Prior to joining, Jim worked for Investit for two years- a specialist consultancy firm, who work exclusively with the investment management industry. At Investit, Jim was the author of research papers in 2004 on the outsourcing of performance measurement capabilities from asset managers to third party sources and also produced a number of leading Performance Measurement & Risk surveys.

From 1998 to 2003 Jim worked at Merrill Lynch Investment Managers (MLIM) in London, ending his tenure there as the head of the performance and portfolio analysis team from 2000 onwards. Prior to joining MLIM, Jim worked for over ten years as a Client Manager for the WM Company in Edinburgh, looking after client relations with Investment Manager and Pension Trustee clients of WM. Jim was also an IMA representative on the NAPF UK Investment Performance Committee (UKIPC) for Performance Standards and a member of the IMA Investment Performance Working Group until early 2003.

Senior Vice President

Mike leads Northern Trust’s business development efforts on behalf of the Global Fund Services and Insurance segments in North America. He is focused on delivering solutions to North American investment managers and insurance companies on behalf of their global custody, fund administration, and investment operations outsourcing needs on a global basis.

Mike began his career at Northern Trust in 1989 in Worldwide Operations and Technology serving the Large Corporate ERISA and institutional market segments. He spent several years away from Northern Trust consulting to retirement plan sponsors, developing and marketing enterprise level asset allocation and client servicing solutions for trust and retirement plan providers. Mike returned to Northern Trust in 2005.

Mike received a BS in Business Administration from Marquette University and an MBA from Loyola University of Chicago. Mike is a CFA charterholder and member of the CFA Society of Chicago.

Vice President

As sales manager, Gwyn Koepke is responsible for new business development in the large corporate market in North America. She is also lead salesperson for cross-border pooling for multinationals and investment advisors based in the North American region.

Prior to re-joining Northern Trust in 2007, Gwyn was a macroeconomist with the International Affairs bureau of the U.S. Treasury Department in Washington, DC. She was the staff desk officer responsible for U.S.-China economic policy and capital markets development. She also held positions formulating U.S. policy toward the Asian Development Bank and managing a team of economists evaluating the lending and assistance programs of the multilateral development banks. Prior to Treasury, Gwyn worked for Enron as a manager in the Research Department evaluating risk of international capital investment and conducting economic forecasts and analysis.

During her first 13 years at Northern Trust, Gwyn managed the international product management team responsible for all aspects of the institutional custody product development process from concept to product roll-out. Gwyn spent three years in the London branch starting up the group of specialists responsible for on-line reporting of portfolio information for clients and fund managers in the UK, Europe, Africa and Asia.

Senior Vice President

William joined Northern Trust in 1989 as an Assistant Trader in the Capital Markets Group. He was named an Officer in October, 1998; a Second Vice President in December, 1995; a Vice President in February, 1998; and a Senior Vice President in July, 2002.

Senior Vice President

Prior to joining Northern Trust, he was President an Chief Operating Officer of internet broker Wingspan Investment Services, Inc., a Bank One company. Prior to its merger with Bank One, Mr. Ransford served as First Chicago NBD's chief technology officer for its retail investment subsidiaries First Chicago NBD Investment Services and Roney & Co. He has developed several leading brokerage web sites including Wingspan, Bank One's OneInvest and its predecessor First Chicago NBD Online Brokerage.

Ransford has spent his 29-year career in the brokerage industry. Prior to joining Northern Trust in 2000, he held various management positions with Bank One, Fidelity Investments and Prudential Securities.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.

Senior Vice President

Scott is a Senior Vice President at Northern Trust Company and is responsible for managing Northern’s Treasury Services Consulting division.  The Treasury Consulting Division provides Northern Trust clients with assistance in evaluating their existing cash management structure, support in analyzing and implementing treasury management solutions designed to optimize cash flow and streamline payment and financial operations, as well as advice regarding payment industry trends and best practices.

Scott joined Northern Trust in 2003 and has twenty-five years of banking industry experience, including more than ten years in the treasury management services field.  Prior to joining Northern Trust he worked for National City Bank and predecessor organizations of J.P. Morgan Chase in several different capacities, including treasury management sales, procurement card product sales, corporate banking relationship management, asset-based lending, and asset-backed securities underwriting.

Scott has a Bachelor of Arts degree from Coe College in Cedar Rapids, Iowa and an MBA degree from DePaul University in Chicago.  He is a member of the Association for Financial Professionals (AFP), and was a member of AFP’s working committee that created the first standard RFP for purchasing cards in 1998.  He earned the Certified Cash Manager (CCM) designation in 2000, and currently holds AFP’s Certified Treasury Professional (CTP) designation.