Northern Trust Global Advisors
Industry: Company
DescriptionHeadquarters: Stamford, CT Founded: 1995 Parent organization: Northern Trust Subsidiaries: NORTHERN TRUST CO OF CONNECTICUT, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos Moved, closed, or was never hereReportNorthern TrustWebsiteDirections Saved (0) Saved Save Investment bank in Boston, Massachusetts Address: One International Place # 1600, Boston, MA 02110 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 235-1800: : : : Website: : : Place name: Category: Website: https://locations.northerntrust.com/usa/ma/boston/boston-ma Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Northern Trust Posting publicly on the Web Write a review Reviews Be the first to review From Northern Trust "Northern Trust is proud to serve the Boston community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for...More "Northern Trust is proud to serve the Boston community with global capabilities, meaningful insights and exceptional service. For more than 125 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for effective solutions and ethical guidance across asset servicing, asset management and wealth management."
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Northern Trust Global Advisors Employees
CIBC Wood Gundy April 1999 - Present
Northern Trust Global Advisors April 1997 - March 1999
Education
CFA Institute 1997 — 2000
Chartered Financial Analyst (CFA) Designation
Queen's University 1993 — 1997
B. Comm, Finance
Nuveen Asset Management December 2013 - Present
Nuveen Investments March 2011 - November 2013
Mercer Investment Consulting November 2006 - February 2011
NORTHERN TRUST GLOBAL ADVISORS March 2000 - October 2006
Northern Trust May 1998 - January 2000
Northern Trust June 1997 - May 1998
Northern Trust May 1995 - June 1997
Skills
Investment Management, Asset Allocation, Analysis, Due Diligence, CRM, Investments, Equities, Capital Markets, Investment Banking, Hedge Funds, Investment Strategies, Securities, Management, Alternative Investments, Leadership, Portfolio Management, Series 7, Fixed Income, Asset Management
Education
Northwestern University - Kellogg School of Management 1998 — 2001
MBA, Finance, Marketing
Northern Illinois University 1991 — 1995
B.S., Finance
Unigestion December 2013 - Present
Mercer Global Investments Canada Ltd. 2010 - 2013
RogersCasey 2006 - 2010
Northern Trust Global Advisors 1996 - 2006
Diversified Fund Managment Inc. 1991 - 1996
Dean Witter Canada 1990 - 1991
Skills
Portfolio Management, Investments, Alternative Investments, Client Service, Business Development, Business Leadership, Investment Team..., Institutional, Asset Management, Investment Strategies, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Equities, Bonds, Due Diligence, Investment Advisory, Risk Management, Pension Funds, Wealth Management, Microsoft Office, Research, Pensions, Institutional..., Options, Investment Management, ALM, Finance, Capital Markets, Strategy, Bloomberg, Funding, Endowments, Equity Research, Fund Of Funds
Education
Queen's University 1987 — 1990
B.Comm, Finance
Canadian Securities Institute
Canadian Securities Course & Registered Representative
Chartered Financial Institute 1991 — 1993
Chartered Financial Analyst Designation
Leading Edge Investment Advisors, LLC July 2005 - Present
Northern Trust Global Advisors 1985 - 2005
Citytrust Bank June 1976 - December 1985
Skills
Asset Allocation, Investments, Asset Managment, Hedge Funds, ETFs, Financial Services, Pension Funds, Fixed Income, Strategic Financial..., Financial Modeling, Mutual Funds, Series 63, Alternative Investments, Pensions, Financial Analysis, Due Diligence, Valuation, Investment Management, Private Equity, Financial Markets, Equity Research, Investment Strategies, Institutional..., Financial Risk, Securities, Risk Management, Portfolio Management, Emerging Markets, Bloomberg, Investment Banking, Investment Advisory, Equities, Investor Relations, Wealth Management, Derivatives, Trading, Fund Of Funds, Venture Capital, Capital Markets
Education
Sacred Heart University 1999 — 2002
Morgan Stanley Smith Barney January 2011 - Present
BA Financial Solutions April 2009 - January 2011
Northern Trust Global Advisors October 2005 - October 2008
Church Pension Group/DFMS Organization April 2002 - September 2005
UBS January 2001 - January 2002
UBS January 1998 - January 2001
UBS January 1997 - January 1998
UBS January 1996 - January 1997
Skills
Asset Managment, Alternative Investments, Asset Allocation, Equities, Asset Management, Management, Risk Management, Strategy, Investment Banking, Finance, Trading, Capital Markets, Hedge Funds, Securities, Portfolio Management
Education
University of PA, Wharton School, AIMSE 2004 — 2004
M.A, LS/Economics
New York University 1986 — 1989
M.A., Communications
Northern Trust Global Advisors June 2010 - February 2011
Russell Investments March 2005 - April 2009
BearingPoint February 1999 - December 2003
The Chart Group, LLP 1997 - 1998
Skills
Portfolio Management, Equities, Asset Management, Investments, Pensions, Asset Managment, Alternative Investments, Mutual Funds, Emerging Markets, Investment Strategies, Investment Management, Asset Allocation, Bloomberg
Education
Thunderbird School of Global Management 2004 — 2005
MBA, Global Finance
Colgate University 1993 — 1997
B.A., Spanish Major, Economics Minor
BNP Paribas June 2010 - July 2013
Weston Capital Management August 2007 - January 2009
Alternative Institutional Partners May 2005 - January 2007
Northern Trust Global Advisors May 2002 - April 2005
Goldman, Sachs & Co January 2000 - May 2002
Goldman Sachs Asset Management 2000 - 2002
GE Capital Financial Management Rotational July 1998 - April 2000
Skills
Hedge Funds, Portfolio Management, Equities, Investments, Due Diligence, Emerging Markets, Strategy, Mutual Funds, Finance, Fund Of Funds, Start-ups, Hedging, Prime Brokerage, CRM, Management, Institutional..., Derivatives, Alternative Investments, Asset Managment, Investment Banking, Trading, Fixed Income, Private Equity, Capital Markets
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Bachelor of Arts (B.A.), Economics and Biology
Merrill Lynch May 2012 - Present
CAIA Association 2011 - Present
Abu Dhabi Investment Council 2009 - 2011
Franklin Templeton Investments 2007 - 2009
Northern Trust Global Advisors January 2007 - December 2007
IBM Retirement Funds Europe 2005 - 2007
IBM 2002 - 2007
ADP 1997 - 2001
Skills
Investments, Asset Managment, Portfolio Management, Enterprise Risk..., Basel II, Fixed Income, Equities, Strategy, Asset Management, Hedge Funds, Due Diligence, Capital Markets, Private Equity, Financial Modeling, Derivatives, Valuation, Emerging Markets, Asset Allocation, Financial Services, Financial Risk, Investment Management, Investment Banking, Investment Strategies, Financial Markets, Alternative Investments, Series 7, Series 66,..., Bloomberg, Equity Research, Mutual Funds
Education
Columbia University
Pace University
Northern Trust Asset Management (Multi-Manager Solutions) September 2014 - Present
Northern Trust Global Advisors July 2011 - Present
Northern Trust Global Advisors, Inc. July 2011 - Present
EAI 1998 - 2005
Skills
Equities, Asset Managment, Investment Strategies, Mutual Funds, Investments, Investment Management, Investment Advisory, Bloomberg, Securities, Capital Markets, Fund Of Funds, Asset Management, Financial Services, ETFs
Education
Bryant University 1991 — 1995
B.S., Finance
UBS Wealth Management September 2013 - Present
Morgan Stanley July 2008 - September 2013
Banc of America Investments 2006 - 2008
Northern Trust Global Advisors 2002 - 2006
Goldman Sachs Asset Management 2000 - 2002
Commonfund 1992 - 1997
Skills
Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds, Endowments
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1998
MBA, Business
Columbia University in the City of New York 1990 — 1992
MA, East Asian Studies
Queen's University 1979 — 1983
BA, Literature/Philosophy
Morgan Stanley January 2007 - November 2007
Northern Trust Global Advisors April 2001 - December 2006
Northern Trust 2001 - 2006
US Trust Company of Ct March 1997 - April 2001
Evergreen Investments 1995 - 1997
Education
St. Thomas Aquinas College 1991 — 1995
Oppenheimer Asset Management April 2009 - Present
UBS Global Asset Management June 2005 - April 2009
Northern Trust Global Advisors 2003 - 2005
ForstmannLeff 2002 - 2003
Skills
Equities, Asset Managment, Portfolio Management, Investments, Equity Research, Bloomberg, Capital Markets, Series 7, Fixed Income, Financial Modeling, Valuation, Series 63
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Indiana University Bloomington 1988 — 1992
Bachelor's degree
Morgan Stanley Smith Barney July 2008 - Present
Bank of America January 2006 - July 2008
Northern Trust Global Advisors 2001 - 2005
Goldman Sachs Asset Mgmt. 2000 - 2002
Bank of New York Mellon 1900 - 1915
Skills
Asset Allocation, Alternative Investments, Fund Of Funds, Private Equity, Endowments, Due Diligence, Series 7, Hedge Funds
Education
Columbia University in the City of New York
MA, Asian Studies
Queen's University
BA, Literature
Rutgers Graduate School of Management
MBA, Finance
Cardinal Capital Management, L.L.C. September 2014 - Present
GE Capital October 2013 - September 2014
Legg Mason January 2007 - October 2013
Northern Trust Global Advisors July 2005 - January 2007
GE Asset Management November 2001 - July 2005
Skills
Hedge Funds, Fixed Income, Financial Services, Securities, Corporate Governance, FINRA, SEC, Alternative Investments, AML, Equities, Investments, Series 24
Education
University of Bridgeport 1991 — 1993
MS, Psychology
University of Bridgeport 1988 — 1991
BS, Management, Social Sciences
Georgia Council on Substance Abuse October 2012 - Present
HUMANS UNTIED WITH GOD SOCIETY (HUGS) Recovery and Mental Health January 2012 - September 2012
Herndon Capitol Management September 2004 - June 2011
Peachtree Asset Management September 1999 - December 2002
Northern Trust Global Advisors September 1995 - August 1999
Skills
Microsoft Excel, Outlook, Access, PowerPoint, Lotus Notes, Public Speaking, Program Development, Adolescents, Social Services, Nonprofits, Coaching, Fundraising, Human Resources, Time Management, Management, Customer Service
Education
Georgia Perimeter College 2012 — 2014
Journalism, Creative Writing
Laurus Technical Institute 2004 — 2005
CMAA, Certified Medical Administration / Billing & Coding
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Northern Trust January 2012 - Present
Northern Trust Global Investments December 2009 - December 2011
Northern Trust Company of Connecticut July 2005 - December 2009
Northern Trust Global Advisors June 2000 - July 2005
Northern Trust Company of Connecticut November 1995 - June 2000
RCB Trust Company January 1990 - October 1995
Rogers, Casey & Barksdale July 1985 - December 1989
GE Capital June 1982 - July 1985
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Asset Allocation
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Finance
University of Connecticut 1978 — 1982
BS, Finance