- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
With over 20 years of experience in financial services, Cecily is the Managing Director of Wealth Management's Dallas Region for Northern Trust, a leading provider of investment management, trust and estate planning, private and business banking, and financial consulting to high net worth individuals, institutions and family offices. She leads a team of talented professionals across our two Dallas offices. She is responsible for the development and execution of our local strategic priorities, business operations, development of our partners and delivery of our client experience. As of the end of 2023, Northern Trust had $15.4 trillion in assets under custody/administration and $1.4 trillion in assets under management.
Experience
Prior to joining Northern Trust, Cecily was a Vice President with Frost Bank in Dallas, where she cultivated and managed holistic relationships with business owners. Cecily worked closely with the philanthropic community in Dallas, having managed large-scale Annual Giving teams, committees and campaigns for various non-profits. Since joining Northern Trust in 2015 and prior to her current role as Managing Director, Cecily has served in the roles of both Private Banker and Wealth Strategist.
Community Involvement
Cecily is actively involved in the community, serving on the board of trustees for CREW in the Community, as a member of the United Way's Women of Tocqueville, and as a member of the Dallas Regional Chamber's Executive Women's Roundtable. In addition, she is a former board member CREW Dallas and The Dallas Holocaust and Human Rights Museum.
Joined Northern Trust
2015
Education
Bachelor of Arts in Business Management with a Pre-Law concentration from Texas A&M University
Credentials
Certified Financial Planner®
Dallas
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2501 North Harwood
Suite 2010
Dallas, Texas 75201