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Wealth Management Experts

What Matters to You

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

Experts 

Leadership


Jason is an executive vice president and president of Wealth Management, which offers holistic wealth management services for affluent individuals, families, family offices, foundations, endowments and privately held businesses.

David C. Blowers

David C. Blowers is Vice Chairman of Northern Trust, a leading provider of wealth management, asset serving, asset management and banking services for corporations, institutions, families and individuals.

Henry P. Johnson

Henry P. Johnson is Chief Operating Officer of Wealth Management and an Executive Vice President of The Northern Trust Company.

Dino De Vita

Dino De Vita is President of Global Family and Private Investment Offices (GFO). He is responsible for a global business comprised of investment, fiduciary, banking, advisory and relationship management specialists who solely focus on the needs of ultra-wealthy families and family offices.

John D. Fumagalli

John is responsible for overseeing the firm’s investment management, banking and fiduciary business for Northern Trust’s offices in the Central Region.

Glenda G. Pedroso

Glenda G. Pedroso serves as President of the East Region and is based in Miami.

Marc Cosentino

Marc is the President of Wealth Management in the West Region.

Investing


Katie Nixon, CFA, CIMA, CPWA

Katie Nixon is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust.

Peter Mladina

Peter is responsible for the application of leading research to the wealth management investment process.

Wealth Planning


Pamela Lucina

Pamela Lucina is the President of The Northern Trust Institute and leads Wealth Management’s national practice for ultra-high net worth families.

Eric Czepyha

Eric Czepyha oversees Northern Trust’s national strategy for advising business owners and their families.

Amy E. Szostak

Working with Northern Trust’s wealthiest client base, Amy E. Szostak has gained insights into how families successfully navigate sustainable intergenerational wealth.

Steph L. Wagner

Steph L. Wagner is responsible for leading Northern Trust’s advisory practice for women and oversees its Elevating Women platform.

Marguerite H. Griffin

Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.

Trust & Estate Services


Laura Mandel

As the Chief Fiduciary Officer, Laura Mandel oversees all fiduciary responsibilities for both the Wealth Management business and the Corporation.

Stacy E. Singer

Stacy E. Singer is the National Practice Leader for Trust and Wealth Advisory Services.

David Garten

David Garten is a Senior Vice President and the National Practice Leader for Northern Trust’s Estate Settlement Services.

Steve Todd

Steve Todd is the leader of the Commercial Real Estate practice and is a Senior Vice President in Northern Trust’s Los Angeles office.

Kevin Dunagan

Kevin leads the Energy & Minerals Management Practice and is based in Northern Trust’s Dallas office.

David A. Diamond

David oversees Northern Trust’s Delaware office which was opened in 2004 and now has over $23 billion of assets under custody.

Kerry J. Hall, CFTA

Kerry J. Hall currently serves in a dual role as Senior Trust Advisor in Nevada and Client Advisor.

Business Owner Services


Eric Czepyha

Eric Czepyha oversees Northern Trust’s national strategy for advising business owners and their families.

Rob Ashcroft

Rob Ashcroft is the Practice Lead of Business Advisory Services. He works closely with owners of privately held companies, helping them develop liquidity and succession plans.

Kevin M. Harris

Kevin M. Harris is a Senior Vice President at The Northern Trust Company, Chicago. He is the Managing Director of the Family Business Group.

Global Family Office Services


Dino De Vita

Dino De Vita is President of Global Family and Private Investment Offices (GFO). He is responsible for a global business comprised of investment, fiduciary, banking, advisory and relationship management specialists who solely focus on the needs of ultra-wealthy families and family offices.

David C. Albright

David C. Albright serves as Global Head of Client Development & Co-Regional Managing Director, East Region, Global Family & Private Investment Offices. He sits on GFO’s Executive Leadership Team and serves on the Wealth Management business unit's Leadership Group.

Belinda Aspinall

Belinda Aspinall is the Regional Head of the Global Family & Private Investment Offices practice, EMEA & APAC, responsible for providing investment and asset servicing solutions to sophisticated families across the globe.

Mary E. Timmons

Mary E. Timmons currently serves as the Practice Chief Operating Officer of Global Family and Private Investment Office Services (GFO).

Kathleen Dials

Kathleen Dials is the Head of Asset Servicing for Global Family & Private Investment Offices

Fredric McClendon

Fredric W. McClendon is a Senior Vice President and Head of Banking for Global Family & Private Investment Offices at The Northern Trust Company, Chicago

Trish Halper, CFA

Trish provides her broad investment expertise to both clients and prospects.

Gretchen Spreitzer

Gretchen Spreitzer is the Regional Chief Fiduciary Officer for Global Family & Private Investment Offices.

Leo Alaniz

Leo Alaniz is the Regional Managing Director of East Region and Global Family & Private Investment Offices.

Katie A. Colelli

Katie Austin Colelli serves as a Global Family Office Practice Exec and Global Head, OCIO within Asset Management.

Nonprofit Services


Darius A. Gill, CFA

Darius A. Gill is the National Practice Leader for Northern Trust’s Foundation & Institutional Advisors (FIA).

Gregory S. Jordan

Gregory S. Jordan is a Senior Vice President and the Senior Managing Director for the Central and East Regions of Foundation & Institutional Advisors

John Ferguson, CFA

John is the Chief Investment Officer for the Foundation & Institutional Advisors practice.

Ryan F. McCauley

Ryan is Senior Managing Director of the West Region for the Foundation & Institutional Advisors practice at Northern Trust.

Katrina M. Pipasts

Katrina M. Pipasts is the National Director of Planned Giving Services and is responsible for the gift administration and investment strategy implementation for charitable gift annuity funds and charitable remainder trusts for institutional clients.

Srilatha V. Lakkaraju

Srilatha V. Lakkaraju is the Director of Charitable Giving Solutions within the Foundation & Institutional Advisors practice at Northern Trust.

Marguerite H. Griffin

Marguerite H. Griffin is a Senior Vice President at Northern Trust. As Director of Philanthropic Advisory Services, Marguerite is responsible for developing and delivering Northern Trust’s philanthropic advisory services to Wealth Management clients.

Client Development


Stephanie Goforth
Brayton Alley

Brayton Alley oversees all client development functions within the Central Region, which includes client engagement, new business and marketing.

Tami Conetta

Tami Conetta and her team are responsible for leading the delivery of comprehensive wealth management to prospective and new clients.

Steven Mann

Steven Mann leads advisors who help clients meet their wealth management needs through a variety of wealth planning, investment management, private banking, trust services, and integrated financial solutions.