- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
Jamie originally joined Northern Trust in 1997 working in Chicago's Trust Operations group. He helped open the Milwaukee office in 1999 and transitioned to the Trust & Investment department in 2001. In his role, Jamie coordinates customized wealth advisory strategies and tailored investment solutions for his prospects and clients. He collaborates with external advisors and their clientele including closely-held and family business owners, corporate executives and other professionals.
Community Involvement
In addition to his volunteerism at Lawrence, Jamie is engaged in a variety of local philanthropic endeavors including: Rotary Club of Milwaukee, The Shorewood Foundation, Shorewood Swim Club, Mark Harris Fellowship Program and the Milwaukee Symphony Orchestra.Additionally, Jamie advises nonprofit clients on the various needs of their endowment or foundation assets.
Joined Northern Trust
1997
Education
B.A. in History from Lawrence University. MBA from Marquette University.
Credentials
Series 7, 6, and 63 licenses
Milwaukee
Cash Services Unavailable | ATM Available inside the lobby*
526 East Wisconsin Avenue
Milwaukee, Wisconsin 53202