Northern Trust Asset Management

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Northern Trust Asset Management Employees

Employee
Years
Job
Industry
Alya Ahmed Alya Ahmed Chicago, Illinois Details
Alya Ahmed's Northern Trust Asset Management Experience July 2014 - Present
Job Associate Investment Relationship Manager at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   July 2014 - Present
The Northern Trust Company  2007 - 2015
The Northern Trust Company  May 2010 - July 2014
Northern Trust  February 2007 - May 2010
The Colette Steward Group   September 2005 - November 2006

Skills
Financial Analysis, Bloomberg, Management, Customer Relations, Client Services, Morningstar Direct, Excel, Budgeting, Operations Management, eVestment, Leadership, Accounting, Microsoft Excel, Market Research, Sales, Customer Service, Investments, Hedge Funds, Securities, Portfolio Management, Analysis, Equities, Fixed Income, Research, Budgets, Financial Modeling, Asset Management, Financial Services, Alternative Investments, Due Diligence, Mutual Funds, Private Equity, Asset Allocation

Education
DePaul University   2015 — 2019
Bachelor's degree, Economics and History

DePaul University   2001 — 2006
BA, Economics and History

Brad Adams CFA Brad Adams CFA Greater Chicago Area Details
Brad Adams CFA's Northern Trust Asset Management Experience 2007 - 2012
Job Portfolio Manager at VennWell LLC
Industry Investment Management
Experience
VennWell LLC   September 2014 - Present
Northern Trust Asset Management   2007 - 2012
Northern Trust  January 1999 - April 2007
Northern Trust  1987 - 1999

Skills
Portfolio Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Securities, Institutional..., Product Management, Trading, Cash Management, Indexing, Proposal Writing, Stable Value, Performance & Due..., Financial Advisory, Securities Lending, RFP preparation, Characteristics..., Sales Presentations, Leadership

Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance

Franklin & Marshall College
Bachelor of Arts (B.A.), Accounting

Millbury Memorial HS

Sabina Johnson Sabina Johnson Greater Chicago Area Details
Sabina Johnson's Northern Trust Asset Management Experience September 2014 - Present
Job Senior Account Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management   September 2014 - Present
Northern Trust  2012 - 2014
Trinity Financial Advisors, LLC  March 2008 - May 2012

Skills
Equities, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Banking, Financial Analysis, Asset Management, Alternative Investments, Finance, Securities, Accounting, Bloomberg, Financial Services

Education
Northeastern Illinois University
Bachelor of Science, Finance

Patrick Nolan Patrick Nolan West Palm Beach, Florida Area Details
Patrick Nolan's Northern Trust Asset Management Experience May 2014 - Present
Job VP, Large Cap Growth Portfolio Manager, former Hedge Fund Portfolio Managermicro/smallcap equities/High Yield Credit
Industry Investment Management
Experience
Northern Trust Asset Management   May 2014 - Present
Penn Capital Management  March 2008 - March 2014
Raymond James  April 2006 - March 2008
JP Morgan Chase  January 2004 - April 2006
AIG VALIC  December 2001 - December 2003

Skills
Bloomberg Terminal, Factset, charles river, Equities, Investments, Portfolio Management, Hedge Funds, High Yield, Fixed Income, Analysis, Equity Research, Capital Structure, Charles River IMS, Finance, Mutual Funds, Asset Management, Valuation, Securities

Education
University of Miami - School of Business   2004 — 2006
Master, Business Administration

Robert Morris University   1995 — 2000
Bachelor of Science, Business Administration, Finance

Deakin University   1999 — 1999
International Finance

Evan S. Katz, CFA Evan S. Katz, CFA Greater Chicago Area Details
Evan S. Katz, CFA's Northern Trust Asset Management Experience January 2006 - Present
Job Fixed Income Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   January 2006 - Present
Northern Trust Global Investments  March 2001 - December 2005
Northern Trust Global Investments  October 1999 - February 2001
Northern Trust  June 1997 - September 1999

Skills
Investments, Asset Managment, Financial Analysis, Microsoft Excel, Financial Modeling, Fixed Income, Fixed Income Analysis, Fixed Income Portfolio..., Bloomberg, Portfolio Management, Bonds, Asset Management

Education
Kellogg Graduate School of Management
Master of Business Administration (MBA), Finance, Management, Entrepreneurship, and Strategy

Indiana University - Kelley School of Business   1993 — 1997
Bachelor of Science (BS), Finance

Sam Levine Sam Levine Delray Beach, Florida Details
Sam Levine's Northern Trust Asset Management Experience December 2013 - Present
Job Vice President, Senior Specialist Managed Account Client Services & Analytical Reporting
Industry Financial Services
Experience
Northern Trust Asset Management   December 2013 - Present
Potvin Partners, LLC   June 2012 - December 2013
Morgan Keegan  February 2010 - April 2012
THINK EQUITY LLC   January 2008 - January 2009
Oppenheimer & Co.   March 2006 - December 2008
First Albany Capital  January 2001 - March 2006
First Albany Capital  June 1999 - January 2001

Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Trading, Investment Banking, Equity Trading, Financial Services, Series 7, Series 63, Bloomberg, Alternative Investments, Capital Markets, Fixed Income, Investments, Asset Management, Mutual Funds, Securities, Financial Modeling, Asset Allocation, Investment Strategies

Education
Adelphi University   2005 — 2007
Masters, Business Administration

SUNY Albany   1995 — 1999
BS, Economics

Chris Krupa, CAIA, CIMA® Chris Krupa, CAIA, CIMA® Chicago, Illinois Details
Chris Krupa, CAIA, CIMA®'s Northern Trust Asset Management Experience
Job Second Vice President, Strategic Development
Industry Investment Management
Experience
Northern Trust Asset Management  

Skills
Alternative Investments, Investment Management, Hedge Funds, Asset Allocation, Fixed Income, Investment Strategies

Education
Marquette University
Bachelor's degree, Finance

Marie C. Winters, CFA, CAIA Marie C. Winters, CFA, CAIA Greater Chicago Area Details
Marie C. Winters, CFA, CAIA's Northern Trust Asset Management Experience 1998 - Present
Job Senior Vice President & Team Leader, Fixed Income Research, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   1998 - Present
JPMorgan Chase & Co.   1981 - 1998

Skills
Fixed Income, High Yield, Credit, Corporate Finance, Investments, Risk Management, Investment Management, Asset Management, Investment Grade, Distressed Debt, Leveraged Finance, Valuation, Finance, Financial Analysis, Capital Markets, Portfolio Management, Credit Analysis, Commercial Banking, Commercial Lending, Management, Credit Risk, Mergers & Acquisitions, Financial Services, New Business Development

Education
Washington University in St. Louis - Olin Business School
MBA, Finance and Economics

Knox College
B.A., Mathematics

Kristen Lewis Kristen Lewis Cincinnati Area Details
Kristen Lewis's Northern Trust Asset Management Experience February 2012 - June 2014
Job Independent Contractor Self Employed
Industry Research
Experience
Self Employed  April 2015 - June 2015
Northern Trust Asset Management   February 2012 - June 2014
Northern Trust Asset Management   February 2011 - January 2012
Northern Trust Corporation  June 2008 - January 2011
MullinTBG, a Prudential Financial company  June 2007 - May 2008
FinanSure  August 2006 - May 2007

Skills
Financial Analysis, Fixed Income, Strategic Planning, Asset Allocation, Microsoft Excel, Microsoft Word, PowerPoint, Competitive Analysis, Risk Management, Enterprise Risk..., Credit Risk, Financial Modeling, Asset Management

Education
Loyola University Chicago
Masters of Business Administration, Concentration in Risk Management

Valparaiso University   2002 — 2006
Bachelor of Science in Finance

Stephen (Steve) Zimmer Stephen (Steve) Zimmer Greater Chicago Area Details
Stephen (Steve) Zimmer's Northern Trust Asset Management Experience June 2012 - Present
Job Senior Vice President Wealth Management Assisting wealthy families access and coordinate comprehensive asset management
Industry Financial Services
Experience
Northern Trust Asset Management   June 2012 - Present
J.P. Morgan   January 2010 - June 2012
Citi Private Bank  July 2007 - October 2009
US Trust Private Bank   January 1997 - June 2007

Skills
Investments, Portfolio Management, Asset Managment, Wealth Management, Alternative Investments, Series 7, Private Banking, Equities, Series 63

Education
Chicago Kent School of Law   1992 — 1995
JD

Marquette University   1988 — 1992
BS, Finance

Alter High School   1984 — 1988

Demetra Kidd Demetra Kidd Greater Chicago Area Details
Demetra Kidd's Northern Trust Asset Management Experience January 2011 - Present
Job 2nd Vice President Work Flow Coordinator at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management   January 2011 - Present
Northern Trust  September 2008 - January 2011
Northern Trust  November 2006 - August 2008
Northern Trust  September 2003 - October 2006
Northern Trust  June 1998 - September 2003
City of Tulsa  December 1993 - February 1998

Skills
Close Attention to..., Communication Skills, Organization &..., Team Leadership, Adaptability, Proactive self-starter, Highly motivated..., Administration, Analysis, Banking, Investments, Leadership, Management, Nonprofits, Organizational..., Portfolio Management, Project Planning, Risk Management, Software Documentation, Team Building, Training, Fund Administration, Fundraising, Customer Service, Public Speaking

Education
Midwest Theological Bible Institute & Seminary   2001 — 2004
Masters, Ministerial Studies

Midwest Theological Bible Institute & Seminary   2001 — 2004
Doctor of Philosophy (PhD), Theology/Theological Studies

Langston University   1988 — 1992
BBA, Business Administration and Management, General

Jesse Furmanek Jesse Furmanek Greater Chicago Area Details
Jesse Furmanek's Northern Trust Asset Management Experience January 2013 - Present
Job Associate Product Manager at Northern Trust Asset Management
Industry Financial Services
Experience
Codecademy  August 2015 - Present
Northern Trust Asset Management   January 2013 - Present
Northern Trust Company  May 2011 - December 2012
Northern Trust  April 2010 - May 2011
Northern Trust  May 2008 - April 2010
Chicago Board of Trade  December 2006 - June 2007

Skills
Bloomberg, Fixed Income, Equities, Corporate Actions, ETFs, Securities, Global Investment..., Middle Office, Asset Managment, Portfolio Management, Management, Investments, Investment Management, Project Management, Financial Services, Derivatives, Python, HTML, CSS

Education
DePaul University College of Law   2010 — 2014
J.D., Law

Illinois Wesleyan University   2005 — 2008
B.A., Economics, Business

The University of Queensland   2007 — 2007

United States Military Academy at West Point   2004 — 2004

Codecademy Labs: Offline
Computer Programming

Errol Mitchell Errol Mitchell Greater Chicago Area Details
Errol Mitchell's Northern Trust Asset Management Experience July 2015 - Present
Job Senior Analyst, Asset Management Equity Front Office Support at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   July 2015 - Present
Northern Trust Corporation  August 2014 - July 2015
Northern Trust  June 2013 - July 2014
Northern Trust  May 2012 - June 2013
Oppenheimer & Co.   February 2008 - September 2011
Merrill Lynch  March 2006 - April 2007
John Hancock Life Insurance Company (U.S.A.)   May 2005 - March 2006

Skills
Series 7, Trading, Equities, Options, Securities, IRA's, Technical Analysis, Series 63, Bloomberg, trade processing, trade reconciliation, GMI, Futures, US Treasuries, Collateral, Margin, FX Derivatives, Derivatives, Hedge Funds, Finance, Fixed Income, Financial Services, Options Strategies, Trading Strategies, Bloomberg Terminal, Cash Management, Equity Trading, Portfolio Management

Education
Central Michigan University   2000 — 2005
BS in Business Administration, Finance

Brian Kiefer Brian Kiefer Greater Boston Area Details
Brian Kiefer's Northern Trust Asset Management Experience March 2015 - Present
Job VP Business Development Executive, Northeast Region at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   March 2015 - Present
Ameriprise Financial Services, Inc.   January 2012 - February 2015
John Hancock Life Insurance Company (U.S.A.)   May 2011 - December 2011
John Hancock  January 2008 - May 2011
Guardian Life Insurance  2003 - 2008
Guardian Life Insurance  2003 - 2008

Skills
Series 24, Series 7, Series 66, Series 6, Series 63, Strategic Financial..., Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Annuities, Sales, Financial Services, Retirement Planning, 401k, Securities, Retirement, Investments, Fixed Annuities, Bloomberg, Separately Managed..., Asset Management, Alternative Investments, Series 65, FINRA

Education
Harvard University   2009 — 2011
ALM, Management

James Madison University - College of Business   1998 — 2002
BS, Marketing

Robert Maurer III Robert Maurer III Chicago, Illinois Details
Robert Maurer III's Northern Trust Asset Management Experience February 2015 - Present
Job Analyst Investment Performance & Reporting
Industry Financial Services
Experience
Northern Trust Asset Management   February 2015 - Present
Northern Trust Corporation  November 2013 - February 2015
Northern Trust Corporation  July 2012 - November 2013
Stone Wheel Inc   July 2004 - July 2012

Skills
Accounting, Financial Accounting, Finance, Microsoft Excel, Microsoft Word, Financial Statements, Account Reconciliation, Accruals, Financial Analysis, Equities, Mutual Funds, Bloomberg, Investments, Securities, Corporate Actions, Derivatives, Fund Of Funds, Options, Financial Reporting, Banking, Financial Modeling

Education
Benedictine University   2008 — 2011
Bachelor's, Business Administration; Finance, Management and Organizational Behavior

Yeshas Nakshathri Yeshas Nakshathri Palo Alto, California Details
Yeshas Nakshathri's Northern Trust Asset Management Experience February 2012 - August 2014
Job Jr. Media Buying Analyst at Machine Zone, Inc.
Industry Computer Games
Experience
Machine Zone, Inc.   May 2015 - August 2015
Northern Trust Asset Management   February 2012 - August 2014
Northern Trust Corporation  February 2012 - August 2013

Skills
Data Analysis, Tableau, Financial Analysis, SQL, Equity Derivatives, Data Modeling, Capital Markets, MS Excel Pivot Tables, Microsoft Excel, Investment Banking, Excel Macros, Microsoft .NET, GXM TLM, Forex, Mutual Funds, Retail Banking, Business Objects, ETFs, Oracle SQL Developer, Data Governance, Rapid SQL, Global Custody, MS Excel PowerPivot, PowerPoint, Microsoft Word, Outlook, Business Process..., Bank Reconciliation, .NET, Windows, Analysis, Management

Education
Hult International Business School   2014 — 2015
Master of International Business, International Business/Trade/Commerce

city engineering college   2007 — 2011
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering

Vincent Baxter Vincent Baxter Greater Chicago Area Details
Vincent Baxter's Northern Trust Asset Management Experience August 2015 - Present
Job Senior Analyst Front Office Support Asset Management at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   August 2015 - Present
Northern Trust  September 2013 - August 2015
Southern Illinois University  September 2009 - May 2012
Caputos Fresh Markets   June 2010 - August 2011

Skills
Interpersonal Skill, Microsoft Excel, Customer Service, Customer Satisfaction, Goal Oriented, Organization, Leadership, Work Autonomously, Works well in a team, Financial Analysis, Finance, Forecasting

Education
Illinois State University   2012 — 2013
Organizational Leadership / Management

Southern Illinois University, Carbondale   2009 — 2012
Bachelor of Science (B.S.), Finance

Paulina Cromwell Paulina Cromwell Chicago, Illinois Details
Paulina Cromwell's Northern Trust Asset Management Experience November 2014 - Present
Job Investment Sales Associate at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   November 2014 - Present
Northern Trust Asset Management   June 2014 - December 2014
Northern Trust Corporation  March 2013 - June 2014
Northern Trust  August 2012 - March 2013
Merrill Lynch  August 2011 - April 2012
Gibraltar Private Bank & Trust  May 2011 - August 2011

Skills
Portfolio Management, Credit Analysis, Credit, Banking, Finance, Financial Analysis

Education
Florida State University   2008 — 2012
BS, Finance; Minor in History

Brad Monachino Brad Monachino Chicago, Illinois Details
Brad Monachino's Northern Trust Asset Management Experience February 2013 - September 2014
Job Senior Consultant at EY
Industry Investment Management
Experience
EY  September 2014 - Present
Northern Trust Asset Management   February 2013 - September 2014
Northern Trust Asset Management   August 2012 - February 2013
Northern Trust Asset Management   May 2011 - August 2012
SSC  July 2008 - May 2011
Critical Mass  January 2008 - May 2008
Wells Fargo  September 2004 - October 2007
Wells Fargo  2004 - 2004

Skills
Asset Management, Fixed Income, Bloomberg, Equities, Portfolio Management, Due Diligence, Financial Analysis, Investments, Valuation, Data Analysis, Eagle PACE, Financial Modeling, Risk Management, Forecasting, BlackRock Aladdin, Finance, Portia, Microsoft Excel, Charles River IMS, Securities, Analysis, Management, Investment Management, Process Improvement

Education
Drake University   2002 — 2007
Business Administration, Business Management

Dowling Catholic High School   1998 — 2002

Kevin J O'Shaughnessy, CFA Kevin J O'Shaughnessy, CFA Greater Chicago Area Details
Kevin J O'Shaughnessy, CFA's Northern Trust Asset Management Experience January 1998 - Present
Job Sr. Fixed Income Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   January 1998 - Present
ANB Investment Management and Trust Company of Chicago   December 1990 - December 1997
American National Bank and Trust Company of Chicago  November 1989 - November 1990

Skills
Asset Allocation, Investment Strategies, Fixed Income, Bonds, Bloomberg, Asset Management, Alternative Investments, Investment Management, ETFs, Mutual Funds

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1991 — 1993
MBA, Finance

University of Illinois at Urbana-Champaign   1985 — 1989
BS, Business Administration

Thomas Reinert, CFA Thomas Reinert, CFA San Francisco, California Details
Thomas Reinert, CFA's Northern Trust Asset Management Experience February 2010 - March 2015
Job Rates Sales Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan   March 2015 - Present
Northern Trust Asset Management   February 2010 - March 2015

Skills
Fixed Income, Asset Management, Trading, Equities, Hedge Funds, Bloomberg, Portfolio Management, VBA, Securities, Analysis

Education
Clemson University - College of Business and Behavioral Science   2005 — 2009
Bachelor of Science, cum laude, Major in Economics & Minor in Finance, Cumulative GPA: 3.68/4.00; Major GPA: 3.89/4.00

University of Cape Town
Spring 2008; Semester Study Abroad Program

Northwestern University
Summer Session 2007; Introduction to Applied Econometrics & Forecasting

Julie Loftus Julie Loftus Greater Chicago Area Details
Julie Loftus's Northern Trust Asset Management Experience June 2014 - Present
Job Senior Vice President Client Solutions Client Servicing Specialists at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   June 2014 - Present
Northern Trust Global Investments  June 2009 - July 2014

Skills
Asset Management

Education
Marquette University   1982 — 1986
B.S., Finance and Computer Science

Brian S. Duhn Brian S. Duhn Chicago, Illinois Details
Brian S. Duhn's Northern Trust Asset Management Experience September 2007 - December 2014
Job Index Sales Specialist at MSCI
Industry Financial Services
Experience
MSCI Inc.  January 2015 - Present
Northern Trust Asset Management   September 2007 - December 2014
Briefing.com  March 2003 - September 2007
The Fortius Group   June 2001 - February 2003
Zacks Investment Research  September 1996 - May 2001
H&R Block Financial Advisors  May 1994 - January 1995

Skills
Investment Strategies, Portfolio Management, Investments, Asset Managment, Hedge Funds, Equity Research Analysis, Project Management, Product Management, Series 7, Series 63, Series 3, Relationship Management, Institutional..., Business Development, Advising Clients, Taft-Hartley, Asset Allocation, Investment Management, Financial Services, Institutional, Pensions, Pension Funds, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, FINRA

Education
Michigan State University   1990 — 1994
Marketing & Supply Chain Management, Finance, Marketing, Management

Phil Hausken Phil Hausken Chicago, Illinois Details
Phil Hausken's Northern Trust Asset Management Experience September 1998 - November 2014
Job Corporate Vice President Chief Compliance Officer
Industry Financial Services
Experience
Northern Trust Asset Management   September 1998 - November 2014
Zurich Kemper Investments, Inc.   August 1996 - August 1998
Stein Roe & Farnham Incorporated   July 1994 - July 1996
U.S. Securities & Exchange Commission   September 1982 - June 1994

Skills
Asset Management, Mutual Funds, Equities, Securities, Hedge Funds, Fixed Income, Alternative Investments, Risk Management, Financial Services, Portfolio Management, Investments, Investment Strategies, Asset Allocation, Investment Management, Due Diligence, Regulatory Compliance, Board Relations, Board Governance

Education
DePaul University College of Law   1979 — 1982
Doctor of Law (J.D.) with honors

University of Illinois at Urbana-Champaign   1975 — 1979
Bachelor of Arts (B.A.) with distinction, History

Michael Radon, CFA Michael Radon, CFA Greater New York City Area Details
Michael Radon, CFA's Northern Trust Asset Management Experience June 2013 - May 2015
Job Relationship Manager & Portfolio Consultant, OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds  June 2015 - Present
Northern Trust Asset Management   June 2013 - May 2015
Northern Trust Asset Management   November 2009 - June 2013
Northern Trust Asset Management   November 2007 - November 2009
Amerijet International  July 2006 - December 2006
Smith Barney  February 2006 - July 2006

Skills
Portfolio Management, Investment Management, Fixed Income, Fund Of Funds, Asset Allocation, Investment Strategies, Alternative Investments, Equities, Relationship Management

Education
Barry University   2003 — 2007
B.S., Finance

New York Society of Security Analyst - Level I, II & III CFA courses

Greg Newman Greg Newman West Palm Beach, Florida Area Details
Greg Newman's Northern Trust Asset Management Experience August 2007 - Present
Job SVP, Lead Portfolio Manager, Northern Trust Asset Mgt | Large Cap Growth ♦ Active Equity ♦ Mutual Fund & SMA ♦ CFA, CIMA
Industry Investment Management
Experience
Northern Trust Asset Management   August 2007 - Present
Northern Trust  October 1997 - August 2007
Prudential Financial  1996 - 1997
Travelers  1992 - 1996

Skills
Portfolio Management, Investment Management, Leadership, Growth Strategies, Mutual Funds, Separately Managed..., Equities, Equity Research, Equity Valuation, Fundamental Analysis, Quantitative Research, Technical Analysis, Behavioral Finance, Investment Strategies, Asset Management, Chartered Financial..., Teaching, Investment Policy, Bloomberg, Alternative Investments, Asset Allocation, Hedge Funds, Investment Advisory, Fixed Income, ETFs, Wealth Management, Securities, Bonds, Derivatives, Series 7, Performance Attribution, High Net Worth..., Building Relationships, Investments, CIMA, Coaching, Mentoring, Fiduciary, Future Trends, Thematic Investing, Financial Modeling, Momentum Trading, Institutional..., Institutional Research, Institutional Sales, Trust Management, Charitable Trusts, Retirement Plan..., Community Leadership, Family Office

Education
Washington University in St. Louis - Olin Business School   1996 — 1999
MBA, Finance

Missouri State University   1989 — 1993
BS, Finance

Patrick Escalante Patrick Escalante Greater Chicago Area Details
Patrick Escalante's Northern Trust Asset Management Experience July 2011 - Present
Job Middle Office Relationship Manager & Risk Management
Industry Investment Management
Experience
Northern Trust Asset Management   July 2011 - Present
Northern Trust Corporation  January 1998 - July 2011
BMO Harris Bank  October 1995 - January 1998

Skills
Investment Banking, Middle Office, Front to Back Office, Operational Risk..., Corporate Risk, Client Presentation, Product Presentation, Operations Management, Software Project..., Internal Audit, Recruiting, Procedure Development, Mergers & Acquisitions, Portfolio Management, Project Management, Account Management, Risk Management, Banking, Financial Risk, Financial Analysis, Asset Management, Investments, Trading, Management, Operational Risk, Investment Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1999 — 2001
Master of Business Administration (M.B.A.), Finance and Financial Management Services

The University of Kansas   1987 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations

Nicole Doetsch Nicole Doetsch Phoenix, Arizona Area Details
Nicole Doetsch's Northern Trust Asset Management Experience July 2015 - Present
Job Business Development
Industry Financial Services
Experience
Northern Trust Asset Management   July 2015 - Present
WealthTrust - Arizona   December 2013 - May 2015
U.S. Bank   June 2007 - November 2012
U.S. Bank   June 2004 - May 2007
Charles Schwab  June 2000 - May 2007
Charles Schwab  June 2000 - May 2004

Skills
Customer Relations, Banking, Series 7, Investments, Series 63, Process Improvement, Sales Management, Mentoring, Securities, Mutual Funds, Public Speaking, Bonds, New Business Development, Fixed Income, Series 6, Asset Management

Education
Benedictine University at Mesa   2014 — 2016
Master of Business Administration (MBA)

Arizona State University   1994 — 1997
Bachelor's, Social Work

Arizona State University   1994 — 1997
Bachelors of Science

Thalia Lloyd Thalia Lloyd Greater Chicago Area Details
Thalia Lloyd's Northern Trust Asset Management Experience August 2012 - Present
Job Second Vice President Sr. Institutional Account Manager Alternative Assets at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Asset Management   August 2012 - Present
Northern Trust Global Investments  October 2007 - August 2012
Northern Trust  September 2006 - October 2007
Computershare Trust Co   March 2003 - July 2006
Computershare Investor Services  June 1999 - March 2003
Harris Trust and Savings Bank  June 1996 - June 1999

Skills
Asset Managment, Equities, Investments, Portfolio Management, Fixed Income, Financial Services, Mutual Funds, Asset Allocation, Series 7, Financial Analysis, Securities, Alternative Investments, Risk Management, Banking, Wealth Management, Bloomberg

Education
Keller Graduate School of Management of DeVry University   2011 — 2013
MBA

DeVry University
Bachelor of Science, Technical Management

John Niejadlik John Niejadlik Greater Boston Area Details
John Niejadlik's Northern Trust Asset Management Experience September 2013 - December 2013
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Northern Trust Asset Management   September 2013 - December 2013
Jennison Associates LLC  September 2012 - July 2013
InvestTech Systems Consulting  August 2011 - March 2012
Eagle Investment Systems  2005 - 2011
Eagle Investment Systems  2001 - 2005
Thomson Financial  1999 - 2001
Thomson Financial  1996 - 1999

Skills
Eagle PACE, EAGLE STAR, PORTIA, EAGLE SRM, Oracle 9i, 10g, 11g, SQL Server 2005, 2008, VMware, Solaris 8, 9, 10, Red Hat Linus AS5.1, 5.4, Windows 2000, 2008, Integration, Oracle, Portia, Databases, Solaris, Business Intelligence

Education
Fitchburg State College
BS, Computer Science

Dino Nikolopoulos Dino Nikolopoulos Greater Chicago Area Details
Dino Nikolopoulos's Northern Trust Asset Management Experience October 2012 - August 2014
Job Institutional Sales Associate at William Blair
Industry Financial Services
Experience
William Blair & Company  September 2014 - Present
Northern Trust Asset Management   October 2012 - August 2014
Northern Trust Asset Management   September 2011 - October 2012
Northern Trust  December 2007 - September 2011
STATS LLC  February 2000 - December 2007
Waddell & Reed Financial Services  April 2007 - August 2007

Skills
Mutual Funds, Investments, Asset Management, Asset Allocation, ETFs, Finance, Investment Management, Analysis, Defined Benefit, Defined Contribution, Registered Investment..., GIPS, Private Equity, Client Relationship..., FINRA, Insurance, Equities, Fixed Income, CRM, Portfolio Management, Hedge Funds, Alternative Investments

Education
North Park University   2010 — 2012
MBA, Finance and Economics

DePaul University   2000 — 2004
Bachelor of Science, Business Management

Shundrawn Thomas Shundrawn Thomas Greater Chicago Area Details
Shundrawn Thomas's Northern Trust Asset Management Experience 2014 - Present
Job Executive Vice President and Head of Funds and Managed Accounts Business at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Asset Management   2014 - Present
Northern Trust Asset Management   2010 - 2014
Northern Trust Securities, Inc.   2008 - 2010
Northern Trust Corporation  2005 - 2008
Northern Trust Corporation  2004 - 2005
Goldman Sachs & Co.   1999 - 2003
Morgan Stanley  1994 - 1997

Skills
Strategic Planning, Financial Management, Sales Management, Investments, Managerial Finance, Risk Management, Strategy, Mergers, Mentoring, Community Outreach, Executive Management, Capital Markets, Asset Management, Management, Finance, Leadership, Strategic Financial..., Business Development, Business Strategy, Asset Allocation, Training, Alternative Investments, Wealth Management, Investment Management, Financial Services, ETFs, Equities, Mergers & Acquisitions, Portfolio Management, Securities, Fixed Income, Analysis, Derivatives, Private Equity, Valuation, Options

Education
The University of Chicago - Booth School of Business   1997 — 1999
MBA, Accounting and Finance

Florida Agricultural and Mechanical University   1991 — 1995
B.S., Accounting

Whitney M. Young Magnet High School   1987 — 1991

Glenn Kemp Glenn Kemp Austin, Texas Area Details
Glenn Kemp's Northern Trust Asset Management Experience February 2004 - April 2006
Job Vice President & Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  2006 - Present
Northern Trust Asset Management   February 2004 - April 2006
Barclays Global Investors  March 1998 - October 2002

Skills
Asset Allocation, Asset Managment, Mutual Funds, Investment Strategies, Series 7, Endowments, Investments, Investment Management, Portfolio Management

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1973 — 1975
Master of Business Administration (M.B.A.), Finance, General

DePaul University   1966 — 1971
Master of Business Administration (MBA), Finance

Emmanuel Bernabe, CFA Emmanuel Bernabe, CFA Greater Chicago Area Details
Emmanuel Bernabe, CFA's Northern Trust Asset Management Experience April 2012 - Present
Job Associate Investment Strategist, FlexShares ETFs Managed by Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   April 2012 - Present
Northern Trust  August 2010 - March 2012
Northern Trust  June 2008 - August 2010
Citi  December 2007 - June 2008
Hedge Fund Research, Inc.   July 2007 - October 2007

Skills
Bloomberg Terminal, Statistical Data..., Data Science, Data Analysis, Machine Learning, R, Data Wrangling, Factor Analysis, Portfolio Management, Investments, Strategic Planning, Leadership, Microsoft Excel, ETFs, Asset Management, Investment Management, Business Strategy, Entrepreneurship, Lean Startup, Project Management, Equity Screening, FactSet, Natural Language..., Portfolio Optimization, Equity Backtesting

Education
The Johns Hopkins University
Data Science Specialization Via Coursera

DePaul University
B.S.

don pollak don pollak Greater Chicago Area Details
don pollak's Northern Trust Asset Management Experience July 1980 - Present
Job Senior Vice President & Managing Director, Institutional Investments at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management   July 1980 - Present

Skills
Asset Allocation, Series 24, Investment Management, Series 7, Series 63, Institutional..., Fixed Income, Mutual Funds, Investment Strategies, Alternative Investments, Equities, Portfolio Management, Securities, Investments, Asset Management, Financial Services, Investment Advisory, Wealth Management

Education
University of Illinois at Urbana-Champaign - College of Business   1977 — 1980
B.S., Organizational Administration & Marketing, Cum Laude

Illinois State University   1976 — 1977

Niles Township East

Gaobo Pang, Ph.D., CFA Gaobo Pang, Ph.D., CFA Chicago, Illinois Details
Gaobo Pang, Ph.D., CFA's Northern Trust Asset Management Experience April 2015 - Present
Job Sr. Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   April 2015 - Present
Towers Watson  October 2006 - April 2015
The World Bank  2003 - September 2006
Bank of China  July 1995 - August 1997

Skills
Corporate Finance, Financial Modeling, Stochastic Simulation, Wealth Management, Investment Strategies, Asset Allocation, Econometrics, Capital Markets, International Economics, Employee Benefits, Pensions, Annuities, Data Analysis

Education
University of Maryland College Park
Doctor of Philosophy (PhD), Economics

Tsinghua University
Master of Science (MS), Finance

Fudan University
Bachelor of Arts (B.A.), World Economy

Chartered Financial Analyst (CFA) Institute
CFA Charter

Jared Cummans Jared Cummans Chicago, Illinois Details
Jared Cummans's Northern Trust Asset Management Experience June 2015 - Present
Job Business Analyst at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Asset Management   June 2015 - Present
Mitre Media  June 2012 - May 2015
ETF Database (A Property of Mitre Media)   March 2010 - June 2012
Merrill Lynch  June 2010 - August 2010
Ascend Advisory   May 2008 - May 2008

Skills
Financial Analysis, Financial Markets, Financial Reporting, Microsoft Office, Music, Guitar, Portfolio Management, Investments, Risk Management, Business Strategy, Finance, ETFs, Financial Modeling, Equities, Corporate Finance, Mutual Funds

Education
DePaul University   2008 — 2012
BS, Finance

Jeff Asher, CFA Jeff Asher, CFA Oklahoma City, Oklahoma Details
Jeff Asher, CFA's Northern Trust Asset Management Experience March 1993 - May 1995
Job Director of Investments at Heritage Trust Company
Industry Investment Management
Experience
Heritage Trust Company  July 2014 - Present
Heritage Trust Company  October 2012 - June 2014
Asher Consulting   November 2010 - September 2012
Lindner Capital Advisors, Inc.   March 2010 - October 2010
Asher Consulting   November 2005 - February 2010
Rowland & Company   February 2004 - July 2005
Bank of America  July 1998 - July 2003
Paradigm Capital Management  November 1996 - May 1998
Franklin Templeton Investments  June 1995 - August 1996
Northern Trust Asset Management   March 1993 - May 1995

Skills
Investments, Investment Strategies, Investment Management, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Equities, Model Portfolios, Fixed Income, Equity Research, Mutual Funds, Trading, Alternative Investments, Finance, Hedge Funds, Wealth Management, Fund Of Funds, Asset Management, Asset Managment, Research, Financial Markets, Equity Trading, Corporate Finance, Financial Modeling, Securities, Strategic Financial..., Financial Services, Capital Markets, Tactical Asset..., Managed Futures, Portfolio Optimization, Institutional, Indexing, Strategic Thinking, Financial Advisory, High Net Worth..., Investment Banking, Derivatives, ETFs, Institutional..., Financial Risk, Wealth Management..., Global Macro, Options, Hedging, Strategic Asset..., Mutual Fund Research, Manager Research, Investment Operations

Education
Florida State University - College of Business
B.S., Finance

Priya Parrish Priya Parrish Greater Chicago Area Details
Priya Parrish's Northern Trust Asset Management Experience February 2006 - September 2007
Job CIO of Liquid Investments at TCS Group
Industry Investment Management
Experience
TCS Group  February 2015 - Present
Aurora Investment Management  September 2007 - February 2015
Northern Trust Asset Management   February 2006 - September 2007
KLD Research & Analytics  January 2005 - January 2006

Skills
Hedge Funds, Valuation, Quantitative Analytics, Trading, Fund Of Funds, Financial Services, Corporate Finance, Impact Investing, Social Entrepreneurship, Alternative Investments, Due Diligence, Investment Management, Product Development, Asset Allocation, Socially Responsible..., Private Equity

Education
The University of Chicago Booth School of Business   2006 — 2009
MBA

Babson College   2001 — 2005
BS in Business Management

Illinois Mathematics and Science Academy (IMSA)   1998 — 2001

Kimberly Chin Muska, CFP®, CDFA™ Kimberly Chin Muska, CFP®, CDFA™ Greater Seattle Area Details
Kimberly Chin Muska, CFP®, CDFA™'s Northern Trust Asset Management Experience October 2002 - March 2004
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank  February 2015 - Present
City Fruit  2012 - Present
Halbert Hargrove  April 2012 - February 2015
RBC Wealth Management  April 2009 - October 2009
UBS Financial Services  April 2004 - April 2009
Northern Trust Asset Management   October 2002 - March 2004
Envestnet Asset Management  July 2000 - October 2002
Morgan Stanley  May 1997 - July 2000

Education
DePaul University
Certificate Program, Financial Planning

Loyola University Chicago
Bachelor of Business Administration (B.B.A.)

Joseph Haas, CFA Joseph Haas, CFA Greater Chicago Area Details
Joseph Haas, CFA's Northern Trust Asset Management Experience January 2014 - Present
Job Defined Contribution Senior Product Manager
Industry Investment Management
Experience
Northern Trust Asset Management   January 2014 - Present
Hewitt EnnisKnupp, An Aon Company  August 2010 - January 2014
Lincoln Financial Group  August 2006 - September 2010

Skills
Spanish, System Improvements, 401k, Investments, Excel, Analytical Skills, Goal Oriented, Retirement, Microsoft Excel

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MBA, With Distinction, Managerial Finance

Marquette University   2002 — 2006
BS, Finance and Spanish

Peter K. Ewing Peter K. Ewing Greater Chicago Area Details
Peter K. Ewing's Northern Trust Asset Management Experience March 2010 - Present
Job Head of ETF Product Management, Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   March 2010 - Present
Guggenheim Transparent Value   June 2009 - January 2010
Northern Trust  November 2006 - June 2009
PlusFunds Group, Inc.   August 2003 - June 2006
Rydex  August 2001 - August 2003
Scudder Weisel Capital  December 2000 - April 2001
Barclays Global Investors  September 1996 - December 2000

Skills
Alternative Investments, Asset Management, Asset Managment, Business Development, Capital Markets, ETFs, Equities, Financial Services, Hedge Funds, Investment Strategies, Investments, Management, Mutual Funds, Portfolio Management, Private Equity, Product Development, Asset Allocation, CRM, Fixed Income, Morningstar, Securities, Series 7

Education
Colby College
Bachelor of Arts (B.A.), Music History

Columbia University Graduate School of Arts and Sciences
Historical Musicology

Midland

Christopher Carlson Christopher Carlson Greater Chicago Area Details
Christopher Carlson's Northern Trust Asset Management Experience October 2005 - Present
Job Chief Operating Officer at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   October 2005 - Present
UBS Global Asset Management  January 2000 - December 2004

Skills
Asset Managment, Asset Management, Risk Management, Hedge Funds, Mergers & Acquisitions, Portfolio Management, Derivatives, Strategic Planning, Investments, Equities, Capital Markets

Education
Kellogg Graduate School of Management   1986 — 1989
MM, Finance

Indiana University Bloomington   1979 — 1983
Finance

Carly Maniewski Carly Maniewski Greater Detroit Area Details
Carly Maniewski's Northern Trust Asset Management Experience April 2014 - Present
Job Associate at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   April 2014 - Present
Navistar Inc  January 2012 - December 2013
Groupon  June 2011 - August 2011
Bristol-Myers Squibb  January 2011 - June 2011
Associated Students of Michigan State University  May 2010 - December 2010
Michigan Chamber of Commerce  September 2009 - May 2010
Sackllah and Associates, PLLC   May 2008 - August 2009

Skills
Finance, Procurement, Financial Analysis, Forecasting, Financial Reporting, Microsoft Excel, Process Improvement, PeopleSoft, Accounting, Budgets, Financial Modeling, Microsoft Office, Product Development, Cross-functional Team..., SAP, Cash Flow Forecasting, Contract Negotiation, Cash Flow Statements, Inventory Analysis, Capital Allocation, Capital Budgeting

Education
Michigan State University   2007 — 2011
Finance, Finance, General

Dan Nelson, CFA Dan Nelson, CFA Greater Chicago Area Details
Dan Nelson, CFA's Northern Trust Asset Management Experience February 2013 - Present
Job Global Head of Front Office Support Northern Trust Asset Management
Industry Banking
Experience
Northern Trust Asset Management   February 2013 - Present
Northern Trust  June 2006 - February 2013
Citigroup  January 2002 - May 2006
Interactive Data  June 1992 - January 2000

Skills
Trading, Fixed Income, Portfolio Management, Financial Services, Equities, Management, Analysis, PMO, Investments, Mutual Funds, Asset Allocation, Morningstar, Hedge Funds, Investment Management, Risk Management, Asset Management, Finance

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1996 — 1998
MBA, Computer Information Systems

University of Vermont   1987 — 1991
BS, Finance

Alex Ryer, CFA, FRM, CAIA Alex Ryer, CFA, FRM, CAIA Princeton, New Jersey Details
Alex Ryer, CFA, FRM, CAIA's Northern Trust Asset Management Experience June 2013 - August 2014
Job Senior Quantitative Analyst at BlackRock
Industry Investment Management
Experience
BlackRock  September 2014 - Present
Northern Trust Asset Management   June 2013 - August 2014
Northern Trust Asset Management   June 2006 - June 2013
Northern Trust Global Investments  June 2005 - June 2006
RhumbLine Advisers  November 2003 - June 2005
State Street Global Advisors (SSgA)   June 2000 - November 2003
Katahdin Investment Partnership, LLC   March 1999 - June 2000
International Light, Inc.   August 1990 - March 1999

Skills
Financial Modeling, R, SAS, Trading System, Python, Equities, Hedge Funds, Fixed Income, Bloomberg, Asset Managment, Portfolio Management, Derivatives, Portfolio Optimization, Quantitative Analytics, Asset Allocation, Investment Strategies, Alternative Investments, ETFs, Investments, Global Macro, Asset Management, Investment Management

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   1996 — 1999
MBA, Finance

Bucknell University   1985 — 1990
BSEE, Electrical Engineering

Jay Sommariva Jay Sommariva Greater Pittsburgh Area Details
Jay Sommariva's Northern Trust Asset Management Experience December 2000 - September 2003
Job Head of Fixed Income, Fort Pitt Capital Group
Industry Financial Services
Experience
Fort Pitt Capital Group  July 2013 - Present
BNY Mellon / Standish Asset Management   September 2008 - June 2013
Standish Mellon Asset Management  July 2005 - September 2008
Ellis Group   September 2003 - July 2005
Northern Trust Asset Management   December 2000 - September 2003
BNY Mellon  October 1994 - December 2000

Skills
Fixed Income, Portfolio Management, Bonds, Investment Management, Investments, Relationship Management, Bloomberg, Mutual Funds, Financial Services, Trading, Finance, Asset Managment, Asset Allocation, Fixed Income Analysis, Derivatives, Alternative Investments, Money Market

Education
Duquesne University
Master of Business Administration (MBA), Finance, General

Indiana University of Pennsylvania
Bachelor of Business Administration (B.B.A.)

John Krieg, CFA, CAIA John Krieg, CFA, CAIA Chicago, Illinois Details
John Krieg, CFA, CAIA's Northern Trust Asset Management Experience September 2014 - September 2015
Job Head of Global Institutional Distribution at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   September 2014 - September 2015
Northern Trust Asset Management   January 2010 - August 2014
Northern Trust Global Investments  May 2002 - January 2010
TimesSquare Capital Management  July 1999 - May 2002
Credit Suisse Asset Management  January 1996 - July 1999

Skills
Fixed Income, Relationship Management, Product Management, Hedge Funds, Management, Asset Management, Asset Allocation, Alternative Investments, Equities, Investment Management, Investments, Portfolio Management, Asset Managment, Investment Strategies, Derivatives, Strategy

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1992 — 1994
MBA, Finance

University of Illinois at Urbana-Champaign   1984 — 1988
Bachelor of Science (BS), Finance

Darleen Leonard Darleen Leonard Hobe Sound, Florida Details
Darleen Leonard's Northern Trust Asset Management Experience April 2010 - June 2010
Job Financial Service Professional
Industry Financial Services
Experience
GenSpring Family Offices  June 2010 - June 2012
Northern Trust Asset Management   April 2010 - June 2010
Rust Consulting  October 2001 - June 2009
Northern Trust  March 1994 - October 2000

Skills
Technical Skills -..., Securities, Training, Project Management, Process Improvement, Budgets, Financial Services, Investments

Education
Indian River State College   1988 — 1990
Associate's Degree, Paralegal Studies

Craig Tome Craig Tome Greater Chicago Area Details
Craig Tome's Northern Trust Asset Management Experience June 2000 - November 2007
Job VP, Sr. Product Manager at Northern Trust Corporation
Industry Computer Software
Experience
Northern Trust Corporation  November 2007 - Present
Northern Trust Asset Management   June 2000 - November 2007
Investment Risk & Analytical Services   June 1997 - June 2000
SEI Financial Corporation   June 1995 - June 1997
Investment Management Consulting   December 1992 - June 1995

Skills
Investments, Fixed Income, Financial Services, Product Development, Product Management, Software Implementation, Project Management, SDLC, Asset Allocation, Business Intelligence, Business Strategy, Management, Financial Reporting, Analysis, Asset Management, Equities, Portfolio Management, Strategy, Business Analysis

Education
Lewis University
Master of Business Administration Degree, Management Information Systems

Northeastern Illinois University   1990 — 1991
BA, Economics

Illinois State University
Economics

Illinois State University   1985 — 1990
Communication, Political Science

Nicholas Lawler Nicholas Lawler Chicago, Illinois Details
Nicholas Lawler's Northern Trust Asset Management Experience September 2012 - Present
Job Vice President 50 South Capital
Industry Financial Services
Experience
50 South Capital (a subsidiary of Northern Trust)   July 2015 - Present
Northern Trust Asset Management   September 2012 - Present
Northern Trust Asset Management   August 2011 - September 2012
Northern Trust  July 2010 - August 2011
Northern Trust  August 2008 - July 2010
Vedder Price, P.C.   2007 - 2007

Skills
Team Leadership, Financial Markets, Volunteer Leadership, Investment Strategies, High Net Worth..., Fundamental Analysis, Wealth Management..., Strategy, Financial Modeling, Asset Managment, Bloomberg, Portfolio Management, Equity Valuation, Due Diligence, Private Equity, Alternative Investments, Valuation, Venture Capital

Education
Boston College   2004 — 2008
BA, Political Science - International Relations

Loyola Academy   2000 — 2004

David Partain David Partain Greater Chicago Area Details
David Partain's Northern Trust Asset Management Experience February 2015 - Present
Job FlexShares Director of Marketing at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   February 2015 - Present
Northern Trust  October 2013 - Present
Northern Trust  April 2011 - October 2013
Millington Securities, Inc.   March 2010 - August 2010
Alpha Energy   June 2007 - December 2009
Dale Carnegie Training  October 2004 - May 2007
WCFC TV 38   January 2001 - September 2004
InvestorJoe.com   March 2000 - December 2000
First Trust  July 1996 - March 2000
Invesco  June 1992 - July 1996

Skills
Project Planning, Project Implementation, Product Marketing, Product Management, Group Presentations, Social Media Marketing, Key Account Management, Marketing Strategy, Marketing Communications, Analytics, Online Marketing, B2C marketing, B2B Marketing, Value Proposition..., Expertise in strategic..., Marketing Operations, Competitive Strategy, Brand Architecture, Marketing ROI, Online Advertising, Digital Marketing, Business Strategy, Management, Social Media, Marketing, Business Development, Value Propositions, Public Speaking, Sales, Integrated Marketing, Nonprofits, B2B, Strategic Communications, Email Marketing, Advertising, Strategy, Business Planning, Selling, Public Relations, Event Management, Media Relations, Budgets, Strategic Partnerships, Training, Salesforce.com, Strategic Planning, Leadership, Project Management, Product Development, Analysis

Education
Liberty University
Masters

Wharton School, University of Pennsylvania
Certificate Program: Securities Industry Institute

Wheaton College
BA

Casa Grande Union High School

David Lester David Lester Toronto, Canada Area Details
David Lester's Northern Trust Asset Management Experience July 2014 - Present
Job Senior Vice President at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   July 2014 - Present
Northern Trust Asset Management   July 2009 - July 2014
SEI  2005 - July 2009
SEI  1997 - 2005
BPI Capital   1996 - 1997

Education
INSEAD   1994 — 1994
Master of Business Administration (MBA), Fontainebleau France

McGill University   1987 — 1991
Bachelor of Engineering (B.Eng.), Mechanical Engineering, Minor in Management

Mike Achenbaugh Mike Achenbaugh Greater Chicago Area Details
Mike Achenbaugh's Northern Trust Asset Management Experience June 2006 - Present
Job Senior Application Consultant, Enterprise Enablement at Northern Trust Asset Management
Industry Information Technology and Services
Experience
Northern Trust Asset Management   June 2006 - Present
Northern Trust Asset Management   June 2006 - Present
Sogeti USA  March 1998 - May 2006
Sogeti  1998 - 2006

Skills
Business Analysis, IT Strategy, Software Project..., Project Management, Management Consulting, Business Process..., Process Improvement, Program Management, PMO, Business Process..., MS Project, Professional Services, Business Strategy, Business Development, Strategic Planning, SQL, Requirements Analysis, Change Management, Microsoft SQL Server

Education
Iowa State University   1989 — 1992
B.S.

University of Houston-Downtown   1988 — 1989

Elise Rivas Elise Rivas Greater Denver Area Details
Elise Rivas's Northern Trust Asset Management Experience June 2015 - Present
Job Asset Management Client Servicing Intern at Northern Trust Asset Management
Industry Management Consulting
Experience
Northern Trust Asset Management   June 2015 - Present
Brown University  January 2015 - Present
95.5 WBRU  February 2013 - Present
Brown University Dining Services  May 2014 - December 2014
Northern Trust Corporation  June 2014 - August 2014
The Expert Marketing Coach   June 2013 - August 2013
Recruitment Consulting Inc.   May 2013 - August 2013
Self Employed  February 2010 - August 2012

Skills
Social Media, Singing, Microsoft Office, Editing, Social Networking, Spanish, Pro Tools, Piano, Public Relations, Public Speaking, Fundraising, Microsoft Excel, Award-winning writer, Facebook, Event Planning, Creative Writing, Market Research, Java, Stata, Logic Pro, Data Analysis, SPSS

Education
Brown University   2012 — 2016
Bachelor of Arts (B.A.), Business Economics

Chaparral High School   2008 — 2012

Vikas Anand Vikas Anand Greater New York City Area Details
Vikas Anand's Northern Trust Asset Management Experience March 2008 - January 2009
Job Management Consulting
Industry Financial Services
Experience
Capco  July 2015 - Present
Cognizant  February 2007 - July 2015
BNY Mellon  February 2009 - June 2015
Northern Trust Asset Management   March 2008 - January 2009
Ameriprise Financial Services, Inc.   February 2007 - February 2008
Sans Pareil Technologies, Inc.   May 2004 - February 2007
Sprint Nextel  April 2002 - May 2004
Havells   August 1998 - August 1999

Skills
Business Analysis, Hedge Funds, Fund Administration, Partnership Accounting, Transfer Agency, Financial Services, SDLC, Investor Accounting, Portfolio Accounting, Asset Management, Requirements Analysis, Vendor Management, Hedge Fund Back Office, Scope Management, Change Management, Alternative Investments, Process Engineering, Liquidity Management, Fund Of Funds, Private Equity, Project Management, Business Systems..., Global Custody, Capital Markets, Operations...

Education
Brandeis University   2005 — 2005
Certificate, Software Quality Assurance

The University of Edinburgh   2000 — 2001
MS, Electrical Engineering

University of Liverpool   1999 — 2000
MBA, Marketing and Finance

Punjab Technical University   1994 — 1998
BE, Electrical Engineering

Christina Akanni, MBA Christina Akanni, MBA Greater Atlanta Area Details
Christina Akanni, MBA's Northern Trust Asset Management Experience July 2012 - October 2013
Job Recent Graduate Dual MBA
Industry Investment Management
Experience
IMRF  September 2014 - March 2015
Northern Trust Asset Management   July 2012 - October 2013
Northern Trust  December 2006 - July 2012
UNIVERSITY OF ILLINOIS  May 2004 - December 2004
BANK OF AMERICA  May 2003 - July 2003

Skills
Banking, Equities, Securities, Funding, Excel, Investments, Analysis, Portfolio Management, Bloomberg, Hedge Funds, Asset Management, Private Equity, Finance

Education
Northeastern University - Graduate School of Business Administration   2012 — 2014
Master of Business Administration (MBA), Finance, Entrepreneurship, & Innonvation

University of Illinois at Chicago   2002 — 2006
Bachelor of Science (B.S.), Finance, Economics Concentration

Daniel Sexton, CFA Daniel Sexton, CFA Greater Chicago Area Details
Daniel Sexton, CFA's Northern Trust Asset Management Experience January 2015 - Present
Job Associate Business Development Executive at FlexShares ETFs/Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   January 2015 - Present
Northern Trust Global Investments  September 2011 - January 2015
Renaissance Financial  May 2009 - May 2011
Charles Baum State Auditor   June 2010 - November 2010
DHR International  September 2008 - November 2008
Smith Barney  May 2007 - August 2007
Kohner Properties Inc.  May 2006 - August 2006

Skills
Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Equities, Business Development, ETFs, Equity Trading, Fixed Income, Asset Allocation, Finance, Investment Strategies, Hedge Funds, Securities, Investment Advisory

Education
Miami University   2004 — 2008
Bachelor of Arts, Economics, Finance, Spanish

CEA Cultural Studies Abroad   2007 — 2007
Economics, International Business

Saint Louis Priory   2000 — 2004

Robert Carlen Robert Carlen Chicago, Illinois Details
Robert Carlen's Northern Trust Asset Management Experience March 2014 - Present
Job Senior Associate Client Investment Officer at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   March 2014 - Present
Northern Trust  January 2011 - February 2014
Northern Trust  May 2008 - December 2010
Cross Container Corporation   April 2006 - March 2008
International Paper  August 2004 - April 2006

Skills
Bloomberg, Finance, Financial Services, Financial Analysis, Investments, Risk Management, Microsoft Excel, Portfolio Management

Education
Loyola University of Chicago - Graduate School of Business   2007 — 2009
MBA, Concentration in Finance, 3.65

University of International Business and Economics   2009 — 2009
Beijing, China

Augustana College   1999 — 2003
Bachelor of Arts in Business Administration, Marketing

Maureen Bromwell Maureen Bromwell Greater Detroit Area Details
Maureen Bromwell's Northern Trust Asset Management Experience May 2015 - Present
Job Chief Marketing Officer, Asset Management at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management   May 2015 - Present
Munder Capital Management (Firm acquired)   June 2008 - October 2014
Munder Capital Management  January 2001 - June 2008
Munder Capital Management  September 1993 - January 2001
SunAmerica Asset Management  1991 - 1993
Merrill Lynch  June 1989 - November 1991

Skills
Investment Strategies, Strategy, Investments, Marketing Strategy, Investment Management, Mutual Funds, Asset Management, Marketing, Asset Allocation, Business Strategy, Financial Advisory, Financial Services, Management, Product Marketing, New Business Development, Separately Managed..., Sales Management, Strategic Communications, Portfolio Management, Advertising, Team Management, Team Leadership, Integrated Marketing, Sales & Marketing..., Problem Solving, Crisis Communications, CRM

Education
Michigan State University
Bachelor of Business Administration (BBA), Economics

David Anderson David Anderson Greater Chicago Area Details
David Anderson's Northern Trust Asset Management Experience May 2002 - August 2003
Job Futurist | The White House | JP Morgan | Goldman Sachs | International Executive
Industry Investment Management
Experience
KEEP Global (Kelikaien International)   June 2015 - Present
World Economic Forum  2014 - Present
Student Loan 411 LLC www.schoolloan411.com   July 2013 - June 2015
J.P. Morgan Asset Management   June 2011 - July 2013
The White House  December 2011 - June 2012
Goldman Sachs  2010 - 2010
Law Office of Ernest B. Fenton   April 2007 - December 2009
United States Army Reserve  2004 - 2005
Northern Trust Asset Management   May 2002 - August 2003

Skills
Financial Analysis, Leadership, Valuation, Mergers & Acquisitions, Public Speaking, Management, Analysis, Portfolio Management, Corporate Finance, Private Equity, Financial Modeling, Program Management, Investor Relations, Investments, Project Management, Team Building, Business Development, Strategy, Credit, Managerial Finance, Data Analysis, Asset Allocation, Hedge Funds, Global Strategy, Global Management, Global Business..., Key Performance..., Government Relations, U.S.-China relations, African Markets, Asia Business..., Eastern Europe, Strategic Partnerships, Startup Development, Inspiring Teams, Operational Planning, International Sales, Start-up Environment

Education
Harvard University   2009 — 2009
Fall 2009

Chicago State University
Bachelors, Finance & Economics with Honors

Goldman Sachs University
Business, Professional Development

Jon Toth Jon Toth Greater Chicago Area Details
Jon Toth's Northern Trust Asset Management Experience November 2012 - Present
Job Investment Product Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   November 2012 - Present
Northern Trust Corporation  November 2010 - November 2012
Northern Trust Corporation  March 2007 - November 2010
Northern Trust Corporation  September 2005 - March 2007

Skills
Transition Management, New Client..., Relationship Building, Project Management, Risk Management, Strategic Planning, Microsoft Office, Financial Analysis, Budgets, Equities, Global Custody, Business Analysis, Customer Service, Consulting, Operations Management, Account Reconciliation, Investment Management

Education
Indiana University Bloomington   2001 — 2005
Bachelor of Arts (B.A.), Economics

Indiana University Bloomington   2001 — 2005
Bachelor of Arts (B.A.), Economics

Sandhya Rajan Sandhya Rajan San Francisco Bay Area Details
Sandhya Rajan's Northern Trust Asset Management Experience December 2009 - December 2011
Job Financial Operations Analyst at Earnest Inc.
Industry Financial Services
Experience
Earnest Inc.  September 2015 - Present
Goldman Sachs  February 2012 - August 2013
Northern Trust Asset Management   December 2009 - December 2011

Skills
Portfolio Management, Asset Management, Account Reconciliation, Investment Management, Cash Management, Equity Research, Attention to Detail,..., Asset Allocation, Account Management, Training, Quick Thinker, Project Management, Learning Quickly, Financial Risk, Risk Management, Business Development, Team Leadership, Leadership Development, Change Management, Process Improvement, CRM, Financial Analysis, Equities, Financial Services, Investments, Business Analysis, Bloomberg, Fixed Income, Hedge Funds, Mutual Funds, Investment Banking, Corporate Finance, Wealth Management, Private Equity, Strategic Planning, Capital Markets, Alternative Investments, Valuation, Banking, Microsoft Excel, Budget Management, Financial Modeling, Hyperion, QuickBooks, Leadership, Management, Finance, Analysis, Accounting, Derivatives

Education
University of California, Berkeley   2014 — 2015
Project Management Professional Certification, Project Management Professional

Edith Cowan University   2008 — 2009
Master's Degree, Finance

Bangalore University   2005 — 2008
Bachelor's Degree, Biotechnology

Andriy Diatkovych Andriy Diatkovych Greater Chicago Area Details
Andriy Diatkovych's Northern Trust Asset Management Experience January 2015 - Present
Job Senior Consultant, Northern Trust (HFS)
Industry Banking
Experience
Northern Trust Asset Management   January 2015 - Present
Bank of America  February 2014 - January 2015
US Bank  November 2010 - February 2014
Fifth Third Bank  June 2010 - November 2010
Exchange Apartment Finders   December 2009 - June 2010

Skills
Microsoft Office, Financial Analysis, PowerPoint, Excel, Access, Lotus Notes, Cash Flow Forecasting, ABS, MBS, MBA Finance, Cash Flow, Customer Relations, Forecasting, Data Analysis, Corporate Finance, Spreadsheets, Teamwork, Bilingual, Multicultural, Mortgage Analytics, Financial Modeling, Financial Reporting, Financial Risk, Investor Relations, Citrix, Credit Analysis, Analysis, Bloomberg, Microsoft Word, VBA, Data Entry, Banking, Credit Risk, Finance, Valuation, Risk Management, Structured Finance, Financial Markets, Investments, Equities, Financial Accounting, Analytics, Analytical Skills, Trading Systems, Outlook, Bonds, Fixed Income, Derivatives, Financial Structuring

Education
Saint Xavier University   2010 — 2011
MBA, Finance

Saint Xavier University   2006 — 2010
BBA, Finance, Management

American College of Thessaloniki   2008 — 2009
Business

Milana Montalto Milana Montalto Greater Chicago Area Details
Milana Montalto's Northern Trust Asset Management Experience June 2014 - August 2014
Job Sales Representative at C.H. Robinson
Industry Market Research
Experience
C.H. Robinson   July 2015 - Present
Northern Trust Asset Management   June 2014 - August 2014
PoleRe, LLC - Real Estate Management and Consulting   June 2013 - August 2013
State Farm Insurance  April 2010 - August 2012

Skills
Microsoft Excel, Microsoft Office, Google Analytics, Access, PowerPoint, Microsoft Word, Outlook, Data Entry, Spreadsheets, Marketing Communications, Business Analysis, Insurance, Real Estate Transactions, Analysis, Marketing, Time Management, Teamwork, Leadership, Customer Service

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science (BS) in Business, Marketing/ Market Research

Joanna Pamphilis Joanna Pamphilis Greater Chicago Area Details
Joanna Pamphilis's Northern Trust Asset Management Experience 2009 - 2010
Job KCG Holdings, Inc.
Industry Capital Markets
Experience
KCG Holdings, Inc.   2013 - Present
Getco LLC  2011 - 2013
Getco LLC  2010 - 2011
Northern Trust Asset Management   2009 - 2010
UBS  2000 - 2009
Cambridge Technology Partners  1995 - 2000
CNA Insurance  1987 - 1995

Skills
Management, Alternative Investments, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Derivatives, Executive Management, Finance, Financial Services, Hedge Funds, IT Strategy, Investment Banking, Leadership, Negotiation, Options, Program Management, Project Planning, Public Speaking, Risk Management, Strategy, Team Building, Time Management, Trading Systems

Education
Loyola University Chicago   1989 — 1991
Master of Business Administration (M.B.A.)

Robert Siciliano Robert Siciliano Chicago, Illinois Details
Robert Siciliano's Northern Trust Asset Management Experience August 2015 - Present
Job Associate Client Investment Officer and CFA Level III Candidate
Industry Investment Management
Experience
Northern Trust Asset Management   August 2015 - Present
Northern Trust Asset Management   November 2013 - August 2015
Northern Trust Asset Management   July 2011 - November 2013
Northern Trust Company  May 2007 - July 2011
CDW  April 2006 - April 2007

Skills
Communication, Performance Measurement, Performance Attribution, Data Analysis, Marketing Communications, Market Analysis, Financial Reporting, Multi Tasking, Problem Solving, Microsoft Excel, Investment Performance, GIPS Compliance, Investments, Financial Services, Series 7, Series 63, Relationship Management, Asset Management

Education
Keller Graduate School of Management of DeVry University   2007 — 2009
MBA, Finance

University of Iowa   2002 — 2006
BA, Economics

Christina Formentini Christina Formentini Greater Chicago Area Details
Christina Formentini's Northern Trust Asset Management Experience 2014 - 2015
Job Management Consultant at Kenway Consulting
Industry Information Technology and Services
Experience
Kenway Consulting  October 2009 - Present
Northern Trust Asset Management   2014 - 2015
Northern Trust Asset Management   2014 - 2015
Northern Trust Asset Management   2014 - 2015
Northern Trust Asset Management   2014 - 2015
Accenture  1988 - 2009
Waste Management, Inc.   1987 - 1988

Skills
Full SDLC, Quality Center, Project Management, Agile Project Management, Management Consulting, IT Strategy, SDLC, Change Management, Organizational Design, Business Process..., Axure

Education
DePaul University

Northern Illinois University
BA Communications with an Emphasis in Organizational & Corporate Communications, Communications

Chris Sorensen, MBA Chris Sorensen, MBA Fort Collins, Colorado Details
Chris Sorensen, MBA's Northern Trust Asset Management Experience September 2010 - January 2012
Job Finance at Blue Ocean Enterprises, Inc.
Industry Venture Capital & Private Equity
Experience
Blue Ocean Enterprises, Inc.   April 2015 - Present
ProBuild Holdings  November 2013 - April 2015
ProBuild Holdings  January 2011 - November 2013
Northern Trust Asset Management   September 2010 - January 2012
Citadel Investment Group  August 2010 - January 2012
Clayton Fixed Income Services  May 2007 - August 2009
OppenheimerFunds  February 2006 - March 2007
RB Interior Trim and Millwork   January 2000 - January 2006

Skills
Financial Modeling, Financial Reporting, Investments, Asset Management, Forecasting, Budgeting, Strategic Planning, Corporate Finance, Budgets, Hedge Funds, Finance, Strategy, Portfolio Management, Banking, Leadership, Risk Management, Operations Management, Financial Analysis, Analysis, Business Development, New Business Development, Negotiation, Project Management, Management, Financial Services, Derivatives, Cash Flow, Business Strategy, Project Planning, Due Diligence

Education
Loyola University of Chicago   2009 — 2011
Master, Business Administration

University of Colorado   2009 — 2011
Bachelor of Arts, Political Science; Law; English; and Governmental Systems

Quinlan School of Business, Loyola University Chicago   2009 — 2011
MBA, Finance and Strategic Managment

University of Colorado Boulder   2002 — 2006
BA, Political Science

Mary Beth Peffer Mary Beth Peffer Greater Denver Area Details
Mary Beth Peffer's Northern Trust Asset Management Experience December 2009 - October 2014
Job Quantitative Analytics and Operations Expert
Industry Information Technology and Services
Experience
Staples  June 2015 - Present
Northern Trust Asset Management   December 2009 - October 2014
Northern Trust Asset Management   September 2007 - December 2009
Janus Capital Group  June 2007 - August 2007
Smith Breeden Associates  September 2005 - April 2007

Skills
Fixed Income, Strategic Planning, Data Analysis, Bloomberg, Marketing Strategy, Asset Allocation, Investments, Portfolio Management, Trading, Asset Management, VBA, Equities, Financial Analysis, Due Diligence, ABS, Business Analysis, Microsoft Excel, Public Speaking, Customer Service, Analysis

Education
University of Colorado Boulder - Leeds School of Business   2014 — 2015
Master's Degree, Business Analytics

Metropolitan State University   2011 — 2011
Management Information Systems

University of Colorado Boulder - Leeds School of Business   2003 — 2007
Bachelor's Degree, Quantitative Finance, Minor in Applied Math

Marko Lazic Marko Lazic Chicago, Illinois Details
Marko Lazic's Northern Trust Asset Management Experience April 2014 - Present
Job Capital Markets Analyst, FlexShares ExchangeTraded Funds at Northern Trust Asset Management
Industry Capital Markets
Experience
Northern Trust Asset Management   April 2014 - Present
Quant Trade   January 2012 - August 2013
Index Futures Group  August 2011 - December 2012
Bull and Bear Institute   December 2011 - August 2012

Skills
Options, Electronic Trading, Trading, Trading Systems, Trading System, Managed Futures, Trading Strategies, Statistical Arbitrage, Financial Modeling, Portfolio Management, Microsoft Excel, Risk Management, Alternative Investments, Economics, Commodity, FX Options, Financial Markets, C#, Derivatives, Quantitative Finance, Hedging, Visual Studio, Equity Derivatives, Technical Analysis, Equity Trading

Education
Loyola University of Chicago   2008 — 2012
Economics, Finance

Christopher Matz Christopher Matz Chicago, Illinois Details
Christopher Matz's Northern Trust Asset Management Experience November 2013 - Present
Job Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   November 2013 - Present
MB Financial Bank  August 2012 - November 2013
MB Financial Bank  July 2010 - August 2012

Skills
Credit Analysis, Credit, Banking, Commercial Banking, Valuation, Corporate Finance, Investments, Finance, Credit Risk, Loans, Data Analysis, Financial Statement..., Commercial Lending, Financial Risk

Education
Northern Illinois University - College of Business   2005 — 2009

Carl Sandburg

Luke J Howe Luke J Howe Chicago, Illinois Details
Luke J Howe's Northern Trust Asset Management Experience April 2010 - March 2012
Job Managing Director
Industry Financial Services
Experience
ULLICO Investment Company   May 2012 - Present
Northern Trust Asset Management   April 2010 - March 2012

Education
DePaul University
Bachelor's degree, Finance, General

Patrick Herrington Patrick Herrington Greater Chicago Area Details
Patrick Herrington's Northern Trust Asset Management Experience January 2011 - April 2014
Job Chief Compliance & Operating Officer at Pekin Singer Strauss Asset Management
Industry Investment Management
Experience
Pekin Singer Strauss Asset Mangement   April 2014 - Present
Northern Trust Asset Management   January 2011 - April 2014
Northern Trust Asset Management   November 2009 - December 2010
Northern Trust Asset Management   July 2008 - October 2009
Deloitte Consulting  June 2002 - July 2008
Northern Trust  January 1999 - July 2001
Northern Trust  June 1995 - December 1998

Skills
Compliance Management, Regulatory Requirements, Regulatory Analysis, Regulatory Reporting, Regulatory Compliance, Legal Compliance, Regulatory Filings, Business Transformation, Risk Management, Management, Investments, Acquisition Integration, Strategic Planning, Asset Management, Program Management, Business Analysis, Financial Analysis, Investment Management, Finance, Process Optimization, Investment Operations, Organization Design, Business Process Design, Contract Negotiation, Operations Management, Management Consulting

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2003
Master of Business Administration, with distinction, Corporate Strategy & Finance

Indiana University Bloomington   1991 — 1995
Bachelor of Science, magna cum laude, Business Administration

Cary Lyne Cary Lyne Greater Chicago Area Details
Cary Lyne's Northern Trust Asset Management Experience 2007 - 2013
Job President & Managing Principal Consultant / Risk Management Executive Investment Management, Banking and Trading
Industry Investment Management
Experience
CJL Risk Enterprises, LLC   2015 - Present
GARP - Buy Side Risk Managers Forum   2013 - 2014
Northern Trust Asset Management   2007 - 2013
Federal Deposit Insurance Corporation  2005 - 2007
JPMorgan Chase  March 1990 - October 2003
Bank One  1998 - 2003
First Chicago NBD  1995 - 1998
First National Bank of Chicago  1990 - 1995

Skills
Derivatives, Capital Markets, Risk Management, Fixed Income, Hedge Funds, Market Risk, Financial Risk, Portfolio Management, Equities, Enterprise Risk..., Credit Risk, Asset Management, Valuation, Financial Services, Operational Risk..., Operational Risk, Investment Management, Investments, Financial Regulation, Treasury Management, Strategy, Governance, Securities Regulation, Credit Analysis, Financial Institutions

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1994 — 1996
Master of Business Administration (M.B.A.), Finance

Illinois Wesleyan University   1985 — 1989
Bachelor's Degree, Business Administration

Phil Ladner Phil Ladner Greater Chicago Area Details
Phil Ladner's Northern Trust Asset Management Experience June 2014 - January 2015
Job Agile Business Analyst Consultant at Rewards Network
Industry Information Technology and Services
Experience
Rewards Network  February 2015 - June 2015
Northern Trust Asset Management   June 2014 - January 2015
CompWorks   March 2014 - April 2014
Tower Group Companies  March 2011 - February 2014
ComEd  September 2010 - December 2010
BMO Harris Bank  June 2010 - September 2010
JPMorgan Chase  August 2008 - 2010
Allstate Insurance  October 2006 - April 2008
Allstate Insurance  October 2004 - September 2006
Allstate Insurance  October 2002 - November 2004

Skills
Microsoft Office, Microsoft Visio, Microsoft SQL Server..., Gap Analysis, Visio, Process Improvement, Team Building, Microsoft SQL Server, Testing, SDLC, Business Analysis, Project Management, Change Management, Vendor Management, SharePoint, Risk Management, MS Project, Requirements Analysis, PMP, Software Documentation, Requirements Gathering, Business Process, Software Project..., Agile Methodologies, Resource Management, User Acceptance Testing, Integration, Enterprise Architecture, Cross-functional Team..., PMO, Business Intelligence, IT Management, Quality Center, Project Portfolio..., Systems Analysis, Program Management, Enterprise Software, Business Process..., Databases, Access, Team Management, Business Requirements, IT Strategy, Analysis, Data Warehousing, Management, Leadership

Education
College of DuPage   1998 — 2003
Computer Science

Northeastern Illinois University   1985 — 1987
Accounting

Loyola University Chicago   1965 — 1970
Bachelor of Arts, History, Education

Ramanathan Sundaram Ramanathan Sundaram Chicago, Illinois Details
Ramanathan Sundaram's Northern Trust Asset Management Experience November 2011 - Present
Job Investment Management Professional
Industry Investment Management
Experience
Northern Trust Asset Management   November 2011 - Present
State Street Global Advisors  June 2011 - August 2011
Ativo Capital Management LLC  July 2010 - November 2010
Interactive Data Corporation  July 2006 - June 2010
Oracle Corporation  January 2001 - July 2006
Infosys Technologies Limited  May 1998 - January 2001

Skills
Quantitative Research, Portfolio Management, Equities, Investments, Financial Modeling, Asset Management, Software Development, Management, Leadership, Asset Managment

Education
The University of Chicago - Booth School of Business   2009 — 2012
MBA, Analytic Finance, Econometrics, Accounting and Strategic Management

Northeastern University   2001 — 2004
M.S, Computer Science

Birla Institute of Technology and Science   1994 — 1998
BS, Instrumentation Engineering

Keith Caruso Keith Caruso Greater Chicago Area Details
Keith Caruso's Northern Trust Asset Management Experience July 2012 - Present
Job Investment Product Specialist at Northern Trust Investments
Industry Investment Management
Experience
Northern Trust Asset Management   July 2012 - Present
Northern Trust Global Investments  July 2008 - July 2012
Hewitt Associates  August 2006 - May 2008
Hewitt Associates  June 2002 - August 2006

Skills
Asset Management, Equities, Analysis, Investments, Management, Financial Modeling, Operations Management, Information Systems, Auditing, Portfolio Management, Valuation

Education
The University of Chicago Booth School of Business   2007 — 2010
MBA, Finance and Economics

Northern Illinois University   1998 — 2002
BS, Operations and Information Mgmt.

Richard Zander Richard Zander Greater Chicago Area Details
Richard Zander's Northern Trust Asset Management Experience September 2014 - January 2015
Job Management Consultant
Industry Financial Services
Experience
Deloitte  January 2015 - Present
Northern Trust Asset Management   September 2014 - January 2015
Northern Trust Asset Management   July 2011 - September 2014
Northern Trust Global Investments  December 2009 - July 2011
Northern Trust Global Investments  February 2007 - December 2009
Addison Group  December 2006 - February 2007
BP  March 2006 - February 2007
Ameriprise Financial Services, Inc.   August 2006 - October 2006
Merrill Lynch  November 2005 - January 2006

Skills
Asset Management, Equities, Investments, Portfolio Management, Bloomberg, Fixed Income, Investment Strategies, Mutual Funds, Asset Allocation, Derivatives, Alternative Investments, Investment Management, Corporate Actions, ETFs, Series 7, Bloomberg Terminal, Account Reconciliation, Securities, Settlement, Financial Markets, Finance, Emerging Markets, Financial Services

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2013 — 2014
Master of Finance (MSF), Finance, General, 3.70

DePaul University - Charles H. Kellstadt Graduate School of Business   2011 — 2013
Master of Business Administration (MBA), Investment Management and Operations Management, 3.98

University of Illinois at Chicago   2002 — 2006
BS, Management and Finance

2016 Level III Candidate in the CFA Program

Passed Level I and II of the CFA Program

Liz (Johnson) Boeckmann Liz (Johnson) Boeckmann Chicago, Illinois Details
Liz (Johnson) Boeckmann's Northern Trust Asset Management Experience May 2015 - Present
Job Senior Vice President, Head of Business Management, Institutional Group at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management   May 2015 - Present
Northern Trust Asset Management   April 2011 - Present
Northern Trust  February 2005 - May 2011
Northern Trust  May 2000 - February 2005

Education
Loyola University Chicago
BA, Finance

Tim Secontine Tim Secontine Chicago, Illinois Details
Tim Secontine's Northern Trust Asset Management Experience September 2007 - Present
Job
Industry Investment Management
Experience
Northern Trust Asset Management   September 2007 - Present

Skills
Fixed Income, High Yield, Credit, Fixed Income Analysis, Mutual Funds, Finance, Structured Finance, Leveraged Finance, Hedge Funds, Bonds, Equities, Bloomberg, Credit Analysis, Derivatives, Portfolio Management, Asset Managment, Private Equity, Financial Modeling, Investments, Financial Analysis, Leveraged loans, LBO, Debt Restructuring, stressed / distressed

Education
DePaul University
MS, Accountancy

University of Notre Dame
BBA, Finance and Philosophy

Peter Aglipay Peter Aglipay Greater Chicago Area Details
Peter Aglipay's Northern Trust Asset Management Experience March 2007 - Present
Job 2nd VP Taxable Fixed Income
Industry Banking
Experience
Northern Trust Asset Management   March 2007 - Present
Northern Trust Global Investments  September 2000 - March 2007
The Northern Trust Company  January 1996 - September 2000

Skills
Fixed Income, Portfolio Management, Bonds, Trading, Bloomberg, Capital Markets, Asset Managment, Investment Strategies, Asset Allocation, Investments, Mutual Funds, Asset Management, Financial Analysis, Investment Management

Education
Northeastern Illinois University
BA, Economics

Niles North H.S.   1985 — 1989

St. Lambert

Nazneen Kanga Nazneen Kanga Greater New York City Area Details
Nazneen Kanga's Northern Trust Asset Management Experience July 2014 - Present
Job Senior Vice President, Endowments and Foundations at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   July 2014 - Present
Northern Trust Corporation  July 2014 - Present
Morgan Creek Capital Management  July 2012 - July 2014
Heritage Capital  September 2010 - February 2012
Doshi Capital Partners   September 2010 - February 2012
Sandstone Capital   October 2006 - 2009
Institutional Investor  October 2004 - September 2006
Institutional Investor  September 1994 - August 2004

Skills
Hedge Funds, Investments, Investment Management, Fund Of Funds, Mutual Funds, Institutional..., Equities, Venture Capital, Investor Relations, Private Equity, Asset Managment, Emerging Markets, Capital Markets, New Business Development, Marketing Strategy, Capital Raising, Investment Strategies, Asset Allocation, Asset Management, Business Development, Portfolio Management, Corporate Development, Finance, Investment Banking, Alternative Investments, Capital, Pension Funds

Education
University of Pennsylvania - The Wharton School   1992 — 1994
MBA

Mills College
BA, International Relations

Cody Poirier Cody Poirier Greater Chicago Area Details
Cody Poirier's Northern Trust Asset Management Experience 2015 - Present
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   2015 - Present
Pax World Management LLC  2013 - April 2015
Invesco  2010 - 2013
Morgan Stanley Investment Management  2007 - 2010
Calamos Investments  2006 - 2007
Great Point Capital  2004 - 2006

Skills
Mutual Funds, Investments, ETFs, Trading, Asset Management, Client Relationship..., Portfolio Management, Unit Trusts, Alternative Investments, Business Analysis, Business Planning, Client Development, Cash Flow Forecasting, Corporate Finance, Convertible Bonds, Closed-end Funds, Client Communication, Competitive Analysis, Client Services, Direct Sales, Electronic Trading, Economic Modeling, Equity Research, Financial Advisory, Financial Modeling, Financial Analysis, Economic Research, Asset Allocation, Equity Derivatives, Fixed Income Products, Equity Sales, Economics, Financial Planning, Financial Markets, Structured Finance, Institutional Relations, Institutional Clients, Model Portfolios, Structured Products, Market Analysis, Proprietary Trading, Personal Finance, Portfolio Optimization, Trading Strategies, Socially Responsible..., Impact Investing, Sustainability, Series 7, Financial Services, Series 63

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MBA

University of Iowa - Henry B. Tippie College of Business   2000 — 2004
BBA

CFA Institute
2015 Level II Candidate in the CFA Program

Ian Birtch Ian Birtch Greater Chicago Area Details
Ian Birtch's Northern Trust Asset Management Experience September 2014 - Present
Job Fixed Income Product Manager at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management   September 2014 - Present
Northern Trust Asset Management   October 2012 - September 2014
Northern Trust Asset Management   August 2009 - October 2012
Northern Trust Corporation  February 2006 - August 2009
U.S. Bank   November 2004 - February 2006
John Hancock  May 2004 - November 2004

Skills
Investments, Mutual Funds, Bloomberg, Securities, Fixed Income, Analysis, Financial Services, Valuation, Leadership, Asset Allocation, Equities, Asset Management, Hedge Funds, Alternative Investments, Investment Strategies, Fund Accounting, Fund Of Funds, Investment Management, Portfolio Management, ETFs

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2008 — 2010
MBA, Financial Management & Control

University of Wisconsin-Whitewater   2000 — 2004
Bachelor of Science, Finance

Catholic Memorial

Matt Durham Matt Durham Des Moines, Iowa Area Details
Matt Durham's Northern Trust Asset Management Experience October 2012 - September 2013
Job JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase & Co.   September 2013 - Present
Northern Trust Asset Management   October 2012 - September 2013
Principal Global Investors  March 2011 - September 2012
Northern Trust Corporation  July 2008 - March 2011
Northern Trust Corporation  July 2007 - July 2008

Skills
Investments, Equities, Mutual Funds, Asset Managment, Financial Analysis, Securities, Wealth Management, Relationship Management, Asset Allocation, Fund Accounting, Managed Futures, Options, Alternative Investment..., Institutional Client..., Team Leasership and..., Change Management, Client Account..., Capital Markets, Managing Accounts, Investment Operations, Project Management

Education
Iowa State University   2002 — 2006
Bachelor of Science (BS), Finance

Sabrina Bailey Sabrina Bailey Greater Chicago Area Details
Sabrina Bailey's Northern Trust Asset Management Experience August 2015 - Present
Job Global Head of Defined Contribution
Industry Financial Services
Experience
Northern Trust Asset Management   August 2015 - Present
Mercer  May 2013 - July 2015
Towers Watson  January 2009 - May 2013
RogersCasey  March 2005 - December 2008

Skills
Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Capital Markets, Equities, Fixed Income, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Pension Funds, Pensions, Retirement, Defined Benefit, 401k

Education
George Fox University   2006 — 2008
MBA, Organizational Leadership, 4.0

George Fox University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General, 4.0

Kurt Zemaier Kurt Zemaier Greater Chicago Area Details
Kurt Zemaier's Northern Trust Asset Management Experience May 2014 - Present
Job Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   May 2014 - Present
Aon Hewitt  January 2013 - May 2014
Aon Hewitt  May 2007 - January 2013
The Segal Company  September 2003 - May 2007

Skills
Pensions, Actuarial, Retirement, Defined Benefit, Actuarial Science, Defined Contribution, Employee Benefits, Actuarial Consulting, ALM, Pension Administration, Pension Funds, ERISA, FSA, Investments, Executive Pay, Actuaries, Solvency II, 401k, Retirement Plan..., Financial Modeling, Valuation, Risk Management

Education
Northeastern Illinois University
Bachelor of Arts (B.A.), Mathematics

Maine South High School

University of Kansas
Liberal Arts and Sciences/Liberal Studies

Joseph Costello Joseph Costello Greater Chicago Area Details
Joseph Costello's Northern Trust Asset Management Experience May 2003 - Present
Job CCO ETFs, Head of Portfolio Compliance
Industry Financial Services
Experience
Northern Trust Asset Management   May 2003 - Present
Northern Trust Asset Management   May 2003 - Present
Bleichroeder Advisers, LLC   March 2000 - May 2003
Arnhold and S. Bleichroeder  1998 - 2003
Cramer Rosenthal McGlynn, LLC   August 1998 - February 2000
Cramer Rosenthal McGlynn, LLC   August 1997 - August 1998
Cramer Rosenthal McGlynn  1996 - 1998
Dreyfus Mutual Funds   August 1995 - August 1997

Skills
Due Diligence, Compliance, Asset Management, Risk Management, Mutual Funds, AML, Risk, Risk Assessment, Corporate Governance, Policy, Change Management, ETFs, Asset Managment

Education
Iona College   1998 — 2004
MBA, Finance

Saint Bonaventure University   1991 — 1995
BBA, Accounting

Marvin Flewellen, CFA Marvin Flewellen, CFA Louisville, Kentucky Area Details
Marvin Flewellen, CFA's Northern Trust Asset Management Experience 1985 - 1994
Job Senior Director at INVESCO
Industry Investment Management
Experience
INVESCO  Senior Vice PresidentScudder InvestmentsNovember 2000 - April 2002
Duff & Phelps  January 1994 - November 2000
Northern Trust Global Investments  June 1985 - January 1994
Northern Trust Asset Management   1985 - 1994

Education
The University of Chicago   1988 — 1990
MBA, Financial Management

DePauw University   1981 — 1985

Avantika Saisekar Avantika Saisekar Chicago, Illinois Details
Avantika Saisekar's Northern Trust Asset Management Experience June 2012 - August 2012
Job GOLD program Investments Track Analyst at Northern Trust Corporation
Industry Investment Management
Experience
Northern Trust Corporation  August 2013 - Present
SOURCE consultancy   September 2010 - May 2013
Northern Trust Asset Management   June 2012 - August 2012
Henry R. Kravis Institute of Research   September 2011 - May 2012
Berger Institute of Research   June 2010 - September 2011
Northern Trust  May 2011 - July 2011
Claremont McKenna College  September 2009 - June 2010

Skills
Economics, Research, Microsoft Office, PowerPoint, Stata, Bloomberg Terminal, Statistics, Econometrics, Social Media, Data Analysis, Non-profits, Analysis, Nonprofits

Education
Claremont McKenna College   2009 — 2013
BA, Economics and Finance

The International School Bangalore   2005 — 2009
International Baccalaureate

Colby McVey, CFA Colby McVey, CFA Greater Chicago Area Details
Colby McVey, CFA's Northern Trust Asset Management Experience March 2014 - Present
Job Consultant Relations at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   March 2014 - Present
ED&F Man  December 2012 - February 2014
Breakwater Capital (Sold to ED&F Man Capital - December 2012)   June 2008 - December 2012
Bear Stearns  January 2007 - June 2008

Skills
Derivatives, Fixed Income, Trading, Bloomberg, Electronic Trading, Equities, Options, Investments, Spread Trading, Risk Management, Interest Rate..., Asset Management, Economics, Equity Research, Alternative Investments, Portfolio Management, Capital Markets

Education
The University of Chicago Booth School of Business   2015 — 2018
Master of Business Administration (M.B.A.)

Hobart and William Smith Colleges
Bachelor of Science (BS), Economics

Tabor Academy

Joseph Jorgensen, CFA, FRM Joseph Jorgensen, CFA, FRM Greater Chicago Area Details
Joseph Jorgensen, CFA, FRM's Northern Trust Asset Management Experience August 2008 - April 2014
Job Assocciate Director Risk Management at National Futures Association
Industry Investment Management
Experience
National Futures Association  May 2014 - Present
Northern Trust Asset Management   August 2008 - April 2014
Northern Trust  June 2005 - August 2008
Alloya Federal Credit Union   2004 - 2005
National Futures Association  1998 - 2004

Skills
Chartered Financial..., Financial Risk...

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   1999 — 2002
Master of Business Administration (MBA), Finance, General

University of Iowa   1993 — 1998
Bachelor's degree, Finance, General

Belinda E. Vargas (Saenz) Belinda E. Vargas (Saenz) Greater Chicago Area Details
Belinda E. Vargas (Saenz)'s Northern Trust Asset Management Experience July 2008 - Present
Job Compliance Analyst at Northern Trust Asset Management
Industry Banking
Experience
Northern Trust Asset Management   July 2008 - Present
Bank of America  August 2005 - July 2008
LaSalle Bank Corporation  March 2003 - August 2005
Baker & McKenzie  March 2001 - February 2002
Dale & Gensburg, P.C.   February 2000 - March 2001

Skills
Analysis, Risk Management, Lotus Notes, Banking, Asset Management, AML, Securities, Due Diligence, Mutual Funds, Investments, Financial Risk, Operational Risk..., Financial Services

Education
Fox College of Oak Lawn   1998 — 1999
Executive/Legal Assistant Program

Moraine Valley Community College   1997 — 1998
General Education

Harry Phinney Harry Phinney Greater New York City Area Details
Harry Phinney's Northern Trust Asset Management Experience 2008 - 2012
Job Director, Client Portfolio Manager at MacKay Shields LLC
Industry Investment Management
Experience
MacKay Shields LLC  2014 - Present
Franklin Templeton Investments  2012 - 2014
Northern Trust Asset Management   2008 - 2012
Bank of America Global Wealth & Investment Management  2006 - 2008
Entercom Communications  June 2003 - August 2004

Education
Columbia University in the City of New York
Master of Arts

Northeastern University
Bachelor of Science

Sevag Ossipian Sevag Ossipian Greater Los Angeles Area Details
Sevag Ossipian's Northern Trust Asset Management Experience January 2014 - Present
Job Associate Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust Asset Management   January 2014 - Present
EP Wealth Advisors  August 2011 - December 2013
ITT Corporation  June 2009 - August 2011
California State University, Northridge  August 2008 - December 2008
Merrill Lynch  June 2008 - December 2008

Skills
Mutual Funds, Portfolio Management, Investments, Financial Advisory, Asset Allocation, Financial Planning, Wealth Management, Asset Management, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Investment Advisory, Capital Markets, Derivatives, Budgets, Risk Management

Education
California State University-Northridge   2007 — 2008
Bachelors of Science, Finance

California State University-Northridge   2007 — 2008
BS, Finance

Michael Xifaras Michael Xifaras Greater New York City Area Details
Michael Xifaras's Northern Trust Asset Management Experience June 2011 - Present
Job Experienced Attorney and Regulatory Compliance Professional
Industry Financial Services
Experience
Northern Trust Asset Management   June 2011 - Present
NRS - National Regulatory Services  May 2007 - June 2011
Chubb Insurance (TR Grace)   2005 - 2007
Massachusetts State Senate - Office of Senator Marian Walsh   2001 - 2004
Connor & Hilliard, P.C.   1999 - 2001
Norfolk County District Attorney's Office  1996 - 1999

Skills
Compliance, SEC reporting, Investment Advisory, Hedge Funds, Asset Management, Due Diligence, Securities Law, Alternative Investments, Fund Of Funds, Policy, Risk Management

Education
New England Law Boston   1992 — 1995
JD, Law

Boston College   1988 — 1992
BA, History

Brian Shapley Brian Shapley Greater Chicago Area Details
Brian Shapley's Northern Trust Asset Management Experience 2008 - 2010
Job SVP at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust  2010 - Present
Northern Trust Bank  1995 - Present
Northern Trust Asset Management   2008 - 2010
Northern Trust  2006 - 2008
Northern Trust  2004 - 2006
Northern Trust  2003 - 2004
Northern Trust  1999 - 2003
Northern Trust  1996 - 1999
Blue Cross and Blue Shield  September 1995 - October 1996
Fischer International  January 1993 - August 1995

Skills
Asset Managment, Fixed Income, Asset Allocation, Equities, Portfolio Management, BlackRock Aladdin, Charles River IMS, Java, unix, PowerBuilder, weblogic, Investment Management, Global Investment..., Sybase, JCAPS, C, Transact SQL, WebSphere MQ, Securities, Investments, Wealth Management, Derivatives, Mutual Funds, Weblogic, Middle Office, Information Technology..., Back Office, Strategy Mapping, Strategy, Strategy Execution, Business Architecture, Front Office Trading..., Strategy Alignment, Front to Back Office, Trading Systems, Software Development, SDLC, Requirements Analysis, Solution Architecture, Unix, Asset Management

Education
DePaul University   1990 — 1994
MS, Computer Science

Purdue University   1984 — 1988
BS, Math, •Computer Science

Stephanie Woeppel Stephanie Woeppel Chicago, Illinois Details
Stephanie Woeppel's Northern Trust Asset Management Experience August 2012 - Present
Job Vice President and Team Leader Fixed Income Research
Industry Financial Services
Experience
Northern Trust Asset Management   August 2012 - Present
The Hartford  August 2011 - July 2012
Moodys Investor Services  September 2008 - August 2011
CIFG  October 2004 - August 2008

Skills
Public Finance, Bloomberg, Capital Markets, Credit Analysis, Credit Rating, Fixed Income Analysis, Fixed Income, Management, Research, Analysis, Portfolio Management, Financial Modeling, Bonds, Financial Analysis, Investments

Education
New York University   2006 — 2008
Master’s Degree, Public Administration - Finance

University of Nebraska-Lincoln   1999 — 2003
Bachelor’s Degree, English

Zachary Gordon Zachary Gordon Greater Chicago Area Details
Zachary Gordon's Northern Trust Asset Management Experience February 2011 - April 2014
Job Financial Analyst at M & J Wilkow, Ltd.
Industry Investment Management
Experience
M & J Wilkow, Ltd.   April 2014 - Present
Northern Trust Asset Management   February 2011 - April 2014
Northern Trust Corporation  May 2008 - February 2011
Tower Hill Trading  December 2007 - April 2008
Cygnus Atratus  August 2007 - December 2007
UBS Wealth Management  May 2006 - August 2006

Skills
Financial Modeling, Portfolio Management, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Allocation, Securities, Asset Management, Mutual Funds, Investments, Financial Risk, Investment Management, Finance

Education
Michigan State University   2002 — 2007
Bachelor of Arts, Finance

STEVE FARMER STEVE FARMER Greater Chicago Area Details
STEVE FARMER's Northern Trust Asset Management Experience February 2015 - Present
Job Compliance Alternative Investments
Industry Investment Management
Experience
Northern Trust Asset Management   February 2015 - Present
Board of Directors - National Society of Compliance Professionals   December 2011 - Present
Mesirow Financial  2006 - February 2015
Northern Trust Global Investments  2003 - 2006
Northern Trust  1999 - 2003
Chicago Board of Trade  1996 - 1999

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters, Finance

Northern Illinois University
Bachelors, Finance

Jane McCart Jane McCart Greater Chicago Area Details
Jane McCart's Northern Trust Asset Management Experience November 1998 - Present
Job SVP at Northern Trust
Industry Investment Management
Experience
Northern Trust Asset Management   November 1998 - Present
Stein Roe & Farnham  1983 - 1998

Skills
Portfolio Management, Investments, High Yield, Bonds, Fixed Income, Mutual Funds, Asset Managment, Asset Allocation, Securities, Capital Markets, Alternative Investments, Hedge Funds, Credit Analysis, Investment Management, Investment Strategies

Education
Lawrence Technological University
BSBA, Finance and Accounting

Steve Everett Steve Everett Greater Chicago Area Details
Steve Everett's Northern Trust Asset Management Experience January 2012 - Present
Job Senior Vice President at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Asset Management   January 2012 - Present
Northern Trust Asset Management   April 2000 - December 2011
Northern Trust Company Hong Kong   June 1997 - March 2000

Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Hedge Funds, Asset Management

Education
Miami University
Bachelor of Business Administration (B.B.A.), Finance, General

Charles Nellans Charles Nellans Greater Chicago Area Details
Charles Nellans's Northern Trust Asset Management Experience April 1997 - Present
Job Senior Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   April 1997 - Present
Nuveen Investments  March 1985 - March 1997
City of Evanston  January 1982 - March 1985

Skills
Fixed Income, Quantitative Research, Statistics, Financial Analysis, Municipal Bonds

Education
DePaul University   1980 — 1983
Master of Business Administration (M.B.A.), Finance

Wichita State University   1972 — 1976
BA, Psychology

Mark Whitaker, CFA Mark Whitaker, CFA Greater Chicago Area Details
Mark Whitaker, CFA's Northern Trust Asset Management Experience June 2012 - Present
Job Credit Research Analyst at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   June 2012 - Present
Northern Trust  March 2011 - June 2012
Northern Trust  July 2008 - May 2011
Educational Investment Fund  January 2007 - May 2007
Merrill Lynch  December 2004 - January 2007

Skills
Bloomberg, Investments, Financial Markets, Fixed Income, Financial Analysis, Risk Management, Valuation, Financial Modeling, Strategic Financial..., Financial Statement..., Asset Managment, Corporate Finance, Derivatives, Investment Management, ETFs, Bonds, Bloomberg Terminal, Quantitative Analytics, Trading Systems, Accounting

Education
Illinois State University   2004 — 2008
BS, Finance, Business Education

John Dehart John Dehart Rockford, Illinois Area Details
John Dehart's Northern Trust Asset Management Experience July 2012 - Present
Job 2nd Vice President, Investment Solutions Group at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   July 2012 - Present
United Capital Financial Partners, Inc  December 2010 - June 2012
Smith Group Asset Management  October 2007 - March 2009
Envestnet Asset Management  February 1998 - September 2007

Skills
Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Securities, Wealth Management, Investments, Financial Advisory, Risk Management, Alternative Investments, Series 7

Education
Northern Illinois University   1994 — 1997
Bachelor of Science (BS), Accounting and Finance

Claire Stegeman (O'Ryan) Claire Stegeman (O'Ryan) Chicago, Illinois Details
Claire Stegeman (O'Ryan)'s Northern Trust Asset Management Experience November 2014 - Present
Job Marketing Analyst, Media Manager
Industry Marketing and Advertising
Experience
Northern Trust Asset Management   November 2014 - Present
Starcom USA  September 2012 - October 2014
PHD owned by Omnicom Media Group   February 2012 - September 2012
Starcom USA  February 2010 - March 2012
Prophet  January 2010 - January 2010
Wizdom Systems, Inc.   May 2009 - August 2009
Emmis Communications Corporation (97.9 The Loop and Q101 radio stations)   May 2009 - August 2009
Illinois State University Housing   2007 - 2008

Education
Illinois State University   2005 — 2009
Bachelor of Science, Marketing

Nora Harris Nora Harris Greater Chicago Area Details
Nora Harris's Northern Trust Asset Management Experience 2006 - March 2015
Job Managing Director, Senior Client Service Manager at Lombardia Capital Partners
Industry Financial Services
Experience
Lombardia Capital Partners  March 2015 - Present
Northern Trust Asset Management   2006 - March 2015
Blaylock Abacus Asset Management   March 2004 - August 2006
Trias Capital Management   April 1996 - March 2004
Nora Bustamante Consulting   June 1991 - March 1996
Goldman Sachs  April 1982 - December 1990

Skills
Series 7, Series 63, Mutual Funds, Investment Strategies, Client Services, Asset Managment, Hedge Funds, Alternative Investments, Asset Management, Asset Allocation

Education
The University of Chicago   1999 — 2001
MBA, Finance

Bradley University   1977 — 1981
B.S., Marketing

Carl Beckman Carl Beckman Greater Chicago Area Details
Carl Beckman's Northern Trust Asset Management Experience December 2009 - Present
Job Senior Vice President Director of Strategic Development
Industry Financial Services
Experience
Northern Trust Asset Management   December 2009 - Present
Northern Trust Global Investments  January 1998 - December 2009
Northern Trust  October 1985 - December 1997

Skills
Asset Managment, Strategic Planning, Market Research, M&A experience, Finance, International Auditing, Business Analysis, Corporate Finance, Mutual Funds, Business Strategy, Financial Modeling, Mergers, Mergers & Acquisitions, Valuation, Auditing, Financial Analysis, Analysis, Asset Management

Education
Loyola University of Chicago - Graduate School of Business   1985 — 1989
MBA, Finance

Loyola University of Chicago   1981 — 1984
Bachelor of Business Administration (BBA), Finance, Cum Laude

Erik Swenson Erik Swenson Greater New York City Area Details
Erik Swenson's Northern Trust Asset Management Experience April 2011 - Present
Job Fund Manager, NonUS Equities at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   April 2011 - Present

Skills
Investments, Equities, Portfolio Management, Mutual Funds, Fixed Income, Strategy, Financial Services, Asset Allocation, Investment Management, Alternative Investments, Asset Management, Financial Analysis, Hedge Funds

Education
The University of Connecticut School of Business   2007 — 2010
MBA, Finance

Marquette University   1993 — 1997
BA, History

James G. Hayes, CFA James G. Hayes, CFA Greater Chicago Area Details
James G. Hayes, CFA's Northern Trust Asset Management Experience June 2014 - Present
Job Senior Vice President at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   June 2014 - Present
Allstate Investments, LLC  December 2010 - February 2014
Western Asset Management Company  October 2007 - May 2009
Western Asset Management  November 2000 - September 2007

Education
DePaul University   1985 — 1988
Masters in Business Administration, Finance and Financial Management Services

Marquette University   1979 — 1983
B.S. in Business Administration, Finance and Financial Management Services

Donna Kobus-Mandel Donna Kobus-Mandel Greater Chicago Area Details
Donna Kobus-Mandel's Northern Trust Asset Management Experience September 2012 - December 2014
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments  June 2015 - Present
Northern Trust Asset Management   September 2012 - December 2014
Northern Trust Global Investments  October 2011 - October 2012
Wells Fargo Advisors  June 2011 - September 2011
College of Lake County  2010 - 2011
MorganStanley SmithBarney  2008 - 2009
Wachovia Securities. LLC  2007 - 2008
Merrill Lynch  2006 - 2007

Skills
Investments, Client Services, Equities, Asset Management, Series 63, Series 7, ETFs, Mutual Funds, Portfolio Management, Fixed Income, Securities, Financial Services, Management

Education
College of Lake County
Paralegal Studies Program

Illinois State University
Bachelor of Science (BS)

Arvind K R Arvind K R Chicago, Illinois Details
Arvind K R's Northern Trust Asset Management Experience 2014 - Present
Job Charles River IMS Business Analyst at Northern Trust Asset Management
Industry Investment Banking
Experience
Northern Trust Asset Management   2014 - Present
Hexaware Technologies  May 2013 - Present
Ameriprise Financial Services, Inc.   June 2011 - June 2012
Infosys Technologies Ltd  June 2007 - May 2012

Skills
Asset Managment, Trading Systems, Charles River IMS, Business Analysis

Education
Anna University   2003 — 2007
B.Tech, Information Technology

K.V.IIT madras

Kristin Norton Kristin Norton Greater Chicago Area Details
Kristin Norton's Northern Trust Asset Management Experience July 2013 - Present
Job Northern Trust Alternative Investments
Industry Financial Services
Experience
Northern Trust Asset Management   July 2013 - Present
Morgan Stanley  June 2012 - August 2012
Mizuho Corporate Bank  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Equity Research, Economics

Education
Harvard University   2009 — 2013
Bachelor of Arts (B.A.), East Asian Studies, Secondary Field in Economics

国際基督教大学 / International Christian University   2010 — 2010
Japanese Language Study Abroad

Paul D. Schreiber High School   2005 — 2009

David Judnick David Judnick San Francisco Bay Area Details
David Judnick's Northern Trust Asset Management Experience 1998 - 2000
Job Application Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  February 2006 - Present
California State Teachers Retirement System - CalSTRS   2002 - 2006
PIC International Group   2001 - 2001
Northern Trust Asset Management   1998 - 2000
Northern Trust Asset Management   1991 - 1998

Skills
Hedge Funds, Trading, Market Data, Bloomberg, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Financial Markets, Commercial Mortgages, Trading Systems, Training, Options, Structured Products, Derivatives, Equities, Electronic Trading, FX Options, Residential Mortgages, Equity Derivatives, Credit Derivatives, Equity Trading, Securities

Education
Lewis University   1996 — 1999
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Lewis University   1987 — 1991
Bachelor of Science (BS), Finance, Economics

Jacqueline Reller Jacqueline Reller Phoenix, Arizona Area Details
Jacqueline Reller's Northern Trust Asset Management Experience November 2004 - Present
Job Investment Reporting Product Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management   November 2004 - Present
Northern Trust  November 2000 - November 2004
Northern Trust  April 1999 - November 2000
ADP  October 1995 - April 1999

Skills
Investments, Mutual Funds, Options, Investment Strategies, Asset Management, Fixed Income, Analysis, Derivatives, Equities, Hedge Funds, Asset Managment, Series 7, Technology, Morningstar, Wealth Management, Portfolio Management

Education
Northern Illinois University   1992 — 1994
Bachelors, Finance

Patrick Pucher Patrick Pucher United States Details
Patrick Pucher's Northern Trust Asset Management Experience October 2014 - Present
Job Senior Vice President, Consultant Relations at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management   October 2014 - Present
State Street Global Advisors  2007 - July 2013
Metropolitan Water Reclamation District Of Greater Chicago  2003 - 2007

Skills
Strategy, Management, Asset Management, Investments, Product Management, Leadership, Mutual Funds

Education
Ball State University   1999 — 2003
Bachelor of Science (BS), Corporate Finance / Bank Management

Philip DeSantis, CFA Philip DeSantis, CFA Chicago, Illinois Details
Philip DeSantis, CFA's Northern Trust Asset Management Experience September 2005 - June 2010
Job Managing Director, Senior Vice President at PNC Asset Management Group
Industry Investment Management
Experience
PNC Capital Advisors, LLC  January 2015 - Present
UBS Global Asset Management  June 2010 - January 2015
Northern Trust Asset Management   September 2005 - June 2010
SEI Investments, Inc  January 2000 - August 2005

Skills
Mutual Funds, Liquid Alternatives,..., Strategic Marketing, Management, Business Strategy, New Business Development, Asset Allocation, Sales Presentations, Writing, Active Equity, Quantitative Management, Indexing, ETFs, Tactical Asset..., Risk Management, Risk Analytics, Financial Modeling, Fixed Income, RIA, Wealth Management, Institutional, Relationship Management, Hedge Funds, Portfolio Management, Equities, Liquid Alternatives, Smart Beta

Education
Arizona State University   1994 — 1996
Bachelor of Science (B.S.), Finance, 3.5

Sean Finegan, CFA Sean Finegan, CFA Greater Chicago Area Details
Sean Finegan, CFA's Northern Trust Asset Management Experience September 2013 - Present
Job Senior Equities Trader, Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Asset Management   September 2013 - Present
Geode Capital Management  May 2012 - July 2013
Northern Trust Global Investments  October 2007 - May 2012
Bridgewater Associates  August 2004 - June 2007
FH Partners, LLC   October 2002 - August 2004
Gamma Capital Management, LLC   June 1999 - October 2002

Skills
Hedge Funds, Equities, Equity Trading, Futures, Foreign Exchange, Investment Management, Program Trading, Trading, Asset Management

Education
Boston College   1995 — 1999
B.A., Economics

John Mather John Mather Miami/Fort Lauderdale Area Details
John Mather's Northern Trust Asset Management Experience 2008 - 2010
Job Director at Bayview Asset Management, LLC
Industry Investment Management
Experience
Bayview Asset Management, LLC  2014 - Present
JM Consultants   2012 - 2014
Permal Group  2010 - 2012
Northern Trust Asset Management   2008 - 2010
Algonquin Advisors LLC   2007 - 2008
Bear Stearns  2006 - 2007
Prudential Equity Group  2003 - 2006

Skills
Hedge Funds, Asset Managment, Equities, Private Equity, Equity Research, Financial Markets, Capital Markets, Fund Of Funds, Portfolio Management, Asset Allocation, Investment Management, Due Diligence, Wealth Management, Manager Selection, Alternative Investment..., Fixed Income Strategies, Investment Strategies, Alternative Investments, Investor Relations, Mutual Funds, Investment Advisory, High Net Worth..., Asset Management

Education
Lehigh University   1999 — 2003

Brian A. Byers Brian A. Byers Chicago, Illinois Details
Brian A. Byers's Northern Trust Asset Management Experience May 2007 - May 2010
Job VP Institutional Sales & Trading at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation  May 2010 - Present
Northern Trust Asset Management   May 2007 - May 2010
Credit Suisse  April 2006 - May 2007
Northern Trust Corporation  August 2002 - April 2006

Skills
Bloomberg, Series 7, Equities, Mutual Funds, Securities, Investments, Hedge Funds, Capital Markets, Valuation, Financial Services, Financial Analysis, Trading, Fixed Income, Wealth Management, Asset Management, Investment Strategies, Financial Modeling

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2012 — 2015
Master of Business Administration (MBA), Finance

Denison University   1997 — 2001
Bachelor of Arts (B.A.), Political Science

Upper St. Clair High School   1994 — 1997

Allen Hinkelman Allen Hinkelman Greater Chicago Area Details
Allen Hinkelman's Northern Trust Asset Management Experience 1981 - April 1990
Job
Industry Investment Management
Experience
William Blair & Company  April 1990 - Present
Northern Trust Asset Management   1981 - April 1990
Sears Bank and Trust   1979 - 1981

Skills
Equity and fixed income...

Education
Northwestern University - Kellogg School of Management   1974 — 1978
Accounting and Finance

Boston University - School of Management   1964 — 1968
Bachelor of Science (BS), Business Analysis

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