- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Barb is a Lead Relationship Manager responsible for providing holistic wealth management solutions for individuals and families, privately held businesses, family offices and foundations and endowments. She has expertise in financial planning, wealth transfer, banking, lending, investments, tax and liquidity management, philanthropy and multi generational family communication. Barb also works very closely with her clients' existing team of advisors, and has over 40 years of experience in wealth and asset management.
Experience
Prior to joining Northern Trust in 2023, Barb worked at Citi Private Bank for 12 years, where she served as a Managing Director and Regional Market Manager in its Pennsylvania and Delaware regions. Prior to that, she worked at Wilmington Trust Company for 32 years in various client relationship and leadership roles in the Mid Atlantic Wealth Management Division. She is also a member of the Philadelphia and Delaware Estate Planning Councils and held FINRA Series 7 and 66 securities licenses.
Community Involvement
Barb supports various not for profit organizations with a focus on children with learning disabilities, housing for the homeless and cancer research.
Joined Northern Trust
2023
Education
Associate in Science, Goldey Beacom College. Major in Management, Goldey Beacom College.
Philadelphia
By Appointment Only
2001 Market Street
Suite 1120
Philadelphia, Pennsylvania 19103