Northern Trust Global Investments
Industry: Company
DescriptionParent organizations: Northern Trust, Northern Trust Management Services Ltd Subsidiaries: Northern Trust Investments, Incorporated, Northern Trust Global Investments Limited, Sprint Nextel 401(k) Plan
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Northern Trust Global Investments Employees
Employee
Years
Job
Industry
Tej Buch, CFA Tej Buch, CFA's Northern Trust Global Investments Experience June 2007 - April 2009
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Investment Management
Experience
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Microsoft May 2015 - August 2015
Northern Trust Corporation March 2014 - July 2014
Northern Trust August 2011 - March 2014
CFA Society Chicago May 2013 - June 2013
Northern Trust Corporation April 2009 - August 2011
Northern Trust Global Investments June 2007 - April 2009
Morgan Stanley (Formerly Van Kampen Investments) May 2006 - August 2006
Merrill Lynch May 2005 - August 2005
UBS Wealth Management May 2003 - August 2003
Skills
Bloomberg, Equities, Asset Allocation, Fixed Income, Portfolio Management, Financial Modeling, Investments, Asset Managment, Alternative Investments, Hedge Funds, Investment Strategies, Equity Research, Investment Management, Finance, Wealth Management, Wealth Management..., Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance, Risk Management
Marc Frost Marc Frost's Northern Trust Global Investments Experience November 2004 - May 2010
Job Sr Product Developer, VP
Industry Financial Services
Experience
Northern Trust May 2010 - Present
Northern Trust Global Investments November 2004 - May 2010
Northern Trust February 2003 - November 2004
Northern Trust February 2000 - February 2003
Independant Research and Trading October 1998 - January 2000
Education
University of Iowa 1988 — 1993
Finance, Finance, Accounting
Northern Trust May 2010 - Present
Northern Trust Global Investments November 2004 - May 2010
Northern Trust February 2003 - November 2004
Northern Trust February 2000 - February 2003
Independant Research and Trading October 1998 - January 2000
Education
University of Iowa 1988 — 1993
Finance, Finance, Accounting
Brett Benjamin Brett Benjamin's Northern Trust Global Investments Experience April 2005 - August 2007
Job Associate Client Portfolio Strategist at Ivy Funds
Industry Investment Management
Experience
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
Ivy Funds January 2015 - Present
Ivy Funds May 2011 - December 2014
J.P. Morgan Asset Management July 2008 - September 2010
Altair Advisers LLC September 2007 - May 2008
Northern Trust Global Investments April 2005 - August 2007
Skills
Series 7, Fixed Income, Investment Management, Portfolio Management, Investments, Asset Managment, Hedge Funds, Mutual Funds, Wealth Management, Financial Analysis, Private Equity, Investment Strategies, Financial Services, Securities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance
The Pembroke Hill School 1986 — 1999
Nayan Patadia's Northern Trust Global Investments Experience April 2006 - March 2007
Job Manager, Strategy and Operations at PwC Consulting
Industry Management Consulting
Experience
PwC Consulting June 2012 - Present
PwC Consulting (formerly Diamond Management & Technology Consultants) February 2010 - May 2012
Roland Berger Strategy Consultants July 2008 - September 2009
Northern Trust Global Investments April 2006 - March 2007
Northern Trust Corporation July 2004 - March 2006
Skills
Strategy, Program Management, Mergers & Acquisitions, Financial Modeling, Management Consulting, IT Strategy, Leadership, Business Strategy, Business Development, Management, Process Improvement, Analysis, Project Management, Competitive Analysis, CRM, Mergers, Integration
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Guanghua School of Management, Peking University, China
International Exchange Program - Beijing China, 2008
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Finance, Technology and Management
PwC Consulting June 2012 - Present
PwC Consulting (formerly Diamond Management & Technology Consultants) February 2010 - May 2012
Roland Berger Strategy Consultants July 2008 - September 2009
Northern Trust Global Investments April 2006 - March 2007
Northern Trust Corporation July 2004 - March 2006
Skills
Strategy, Program Management, Mergers & Acquisitions, Financial Modeling, Management Consulting, IT Strategy, Leadership, Business Strategy, Business Development, Management, Process Improvement, Analysis, Project Management, Competitive Analysis, CRM, Mergers, Integration
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Guanghua School of Management, Peking University, China
International Exchange Program - Beijing China, 2008
University of Illinois at Urbana-Champaign 2000 — 2004
Bachelor of Science (B.S.), Finance, Technology and Management
Kevin Butts's Northern Trust Global Investments Experience August 2009 - October 2010
Job Vice President, Northern Trust Private Equity
Industry Financial Services
Experience
Northern Trust Private Equity April 2012 - Present
Northern Trust October 2010 - March 2012
Northern Trust Global Investments August 2009 - October 2010
Skills
Corporate Finance, Private Equity/Venture..., Private Equity, Fundraising, New Business Development, Presenter, Financial Projections, NPV/DCF analysis, Credit Underwriting, Due Diligence, Financial Analysis, Underwriting, Asset Management, Finance, Investments, Banking, Entrepreneurship, Leadership, Portfolio Management, Fixed Income, Equities, Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA) with Honors, Analytic Finance, Entrepreneurship, Strategic Managment, Economics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors of Science with Honors, Finance
Institute for the International Education of Students 2008 — 2008
Business Ethics, Spanish Language
Northern Trust Private Equity April 2012 - Present
Northern Trust October 2010 - March 2012
Northern Trust Global Investments August 2009 - October 2010
Skills
Corporate Finance, Private Equity/Venture..., Private Equity, Fundraising, New Business Development, Presenter, Financial Projections, NPV/DCF analysis, Credit Underwriting, Due Diligence, Financial Analysis, Underwriting, Asset Management, Finance, Investments, Banking, Entrepreneurship, Leadership, Portfolio Management, Fixed Income, Equities, Management, Financial Modeling
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA) with Honors, Analytic Finance, Entrepreneurship, Strategic Managment, Economics
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelors of Science with Honors, Finance
Institute for the International Education of Students 2008 — 2008
Business Ethics, Spanish Language
Cevdet S. Burgul Cevdet S. Burgul's Northern Trust Global Investments Experience November 2007 - February 2015
Job Vice President Sales Strategist at Northern Trust Asset Management
Industry Financial Services
Experience
Northern Trust Asset Management February 2015 - Present
Northern Trust Global Investments November 2007 - February 2015
Northern Trust Global Investments June 2003 - November 2007
Northern Trust October 2000 - June 2003
Deutsche Bank August 1998 - August 2000
UBS Global Asset Management (Brinson Partners) June 1996 - June 1998
Northern Trust June 1993 - August 1995
Skills
Equities, Investments, Asset Allocation, Equity Research, Investment Strategies, Loans, Fixed Income, Alternative Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Hedge Funds, Morningstar, Securities, Investment Management, Financial Services, Capital Markets, Bloomberg
Education
University of Illinois at Chicago 1995 — 1997
MBA, Finance
Roosevelt University 1990 — 1994
BA, Economics and a minor in Mathematics
Northern Trust Asset Management February 2015 - Present
Northern Trust Global Investments November 2007 - February 2015
Northern Trust Global Investments June 2003 - November 2007
Northern Trust October 2000 - June 2003
Deutsche Bank August 1998 - August 2000
UBS Global Asset Management (Brinson Partners) June 1996 - June 1998
Northern Trust June 1993 - August 1995
Skills
Equities, Investments, Asset Allocation, Equity Research, Investment Strategies, Loans, Fixed Income, Alternative Investments, Portfolio Management, Financial Analysis, Mutual Funds, Asset Management, Hedge Funds, Morningstar, Securities, Investment Management, Financial Services, Capital Markets, Bloomberg
Education
University of Illinois at Chicago 1995 — 1997
MBA, Finance
Roosevelt University 1990 — 1994
BA, Economics and a minor in Mathematics
Greg Fink Greg Fink's Northern Trust Global Investments Experience April 2008 - April 2009
Job Vice President at Fidelity Investments IWS
Industry Financial Services
Experience
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Fidelity Investments - IWS April 2011 - Present
DirexionShares June 2009 - April 2011
Northern Trust Global Investments April 2008 - April 2009
Banc of America Securities May 2006 - 2008
Rydex Investments 2001 - 2006
ProAct Technologies 2000 - 2001
Fidelity Investments November 1991 - June 1999
Team Grassi-Alessandra October 1990 - November 1991
Skills
Asset Allocation, Alternative Investments, Asset Managment, Derivatives, ETFs, Equities, Financial Services, Foreign Exchange
Education
University of Colorado Boulder 1986 — 1990
BA, American Studies; Italian
Wei Du Wei Du's Northern Trust Global Investments Experience May 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
The University of Iowa August 2012 - May 2013
J.P. Morgan June 2012 - August 2012
University of Iowa June 2010 - May 2012
University of Iowa Krause Fund August 2011 - December 2011
Northern Trust Global Investments May 2011 - August 2011
Ernst & Young - Des Moines Office June 2011 - June 2011
Shenzhen Development Bank - Jinan Branch January 2011 - January 2011
Skills
Financial Modeling, Valuation, Accounting, VBA, Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Bloomberg, PowerPoint, Equity Research, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy Candidate, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Accounting, 4.0
J.P. Morgan July 2013 - Present
The University of Iowa August 2012 - May 2013
J.P. Morgan June 2012 - August 2012
University of Iowa June 2010 - May 2012
University of Iowa Krause Fund August 2011 - December 2011
Northern Trust Global Investments May 2011 - August 2011
Ernst & Young - Des Moines Office June 2011 - June 2011
Shenzhen Development Bank - Jinan Branch January 2011 - January 2011
Skills
Financial Modeling, Valuation, Accounting, VBA, Microsoft Excel, Financial Analysis, Leadership, Data Analysis, Bloomberg, PowerPoint, Equity Research, Finance
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2013
Master of Accountancy Candidate, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Accounting, 4.0
Keith Wosneski Keith Wosneski's Northern Trust Global Investments Experience August 2002 - August 2007
Job Consultant Relations Officer, Acadian Asset Management LLC
Industry Investment Management
Experience
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Acadian Asset Management March 2012 - Present
Mercer Investments August 2009 - December 2011
Aurora Investment Management September 2007 - May 2009
Northern Trust Global Investments August 2002 - August 2007
Barclays Global Investors August 1999 - August 2002
Everen Securities February 1997 - August 1999
Zurich Kemper Investments July 1994 - December 1996
Skills
Investments, Hedge Funds, Pensions, Equities, Institutional, Series 7, Alternative Investments, Asset Allocation, Fixed Income, Capital Markets, Client Service, New Business Development, Business Strategy, Investment Advisory, Sales Management, Consultant Relations, Risk Management, Financial Services, Investment Management, Investment Strategies, Business Development, CRM, Asset Management, Relationship Management, Mutual Funds, Financial Markets, Entrepreneurship, Investment Banking, Securities, Private Equity, Portfolio Management, Bloomberg, Emerging Markets
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA
University of Denver 1990 — 1994
BSBA, International Business
Joseph Park, CFA, CPA Joseph Park, CFA, CPA's Northern Trust Global Investments Experience September 2011 - August 2015
Job Equity Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management September 2015 - Present
Northern Trust Global Investments September 2011 - August 2015
Nuveen Investments June 2008 - September 2011
Ernst & Young September 2004 - May 2008
Crowe Horwath LLP August 2003 - September 2004
Skills
Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Finance, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Accounting, Finance
Northern Trust Asset Management September 2015 - Present
Northern Trust Global Investments September 2011 - August 2015
Nuveen Investments June 2008 - September 2011
Ernst & Young September 2004 - May 2008
Crowe Horwath LLP August 2003 - September 2004
Skills
Fixed Income, Financial Analysis, Bloomberg, Valuation, Financial Modeling, Asset Managment, Derivatives, Mutual Funds, Hedge Funds, Asset Management, Alternative Investments, Finance, Equities, Portfolio Management
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Analytical Finance, Economics, Finance
University of Illinois at Urbana-Champaign - College of Business 1997 — 2002
BS, Accounting, Finance
Barbara Nelligan's Northern Trust Global Investments Experience 2000 - 2006
Job Senior Vice President, Northern Trust Global Fund Services
Industry Financial Services
Experience
The Northern Trust Company August 2006 - Present
Northern Trust Global Investments 2000 - 2006
Skills
Mutual Funds, Fund Accounting, Fixed Income, Fund Services, Alternative Investments, Hedge Funds, Global Custody, Securities, Investment Management, Transfer Agency, Fund Of Funds, Middle Office, ETFs
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Liberal Arts/Economics
The Northern Trust Company August 2006 - Present
Northern Trust Global Investments 2000 - 2006
Skills
Mutual Funds, Fund Accounting, Fixed Income, Fund Services, Alternative Investments, Hedge Funds, Global Custody, Securities, Investment Management, Transfer Agency, Fund Of Funds, Middle Office, ETFs
Education
University of Illinois at Urbana-Champaign 1987 — 1991
BA, Liberal Arts/Economics
David Alongi, CFA David Alongi, CFA's Northern Trust Global Investments Experience August 2000 - April 2007
Job Senior Vice President / Director, Fixed Income Index Management at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management April 2007 - Present
Northern Trust Global Investments August 2000 - April 2007
Northern Trust January 1999 - August 2000
Northern Trust November 1996 - January 1999
Skills
Investment Strategies, Investment Management, Asset Managment, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Series 7, Capital Markets, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 1991 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Industrial / Organizational Psychology
Northern Trust Asset Management April 2007 - Present
Northern Trust Global Investments August 2000 - April 2007
Northern Trust January 1999 - August 2000
Northern Trust November 1996 - January 1999
Skills
Investment Strategies, Investment Management, Asset Managment, Fixed Income, Asset Allocation, Asset Management, Portfolio Management, Hedge Funds, Alternative Investments, Mutual Funds, Investments, Series 7, Capital Markets, Bloomberg, Bonds
Education
The University of Chicago - Booth School of Business 1991 — 1995
MBA, Finance
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Industrial / Organizational Psychology
Jason Toussaint Jason Toussaint's Northern Trust Global Investments Experience October 2006 - March 2009
Job
Industry Financial Services
Experience
New York Private Bank & Trust August 2014 - Present
World Gold Trust Services January 2013 - July 2013
World Gold Council April 2009 - December 2012
Northern Trust Global Investments October 2006 - March 2009
Morgan Stanley Capital International (MSCI) Barra October 2000 - October 2006
JP Morgan Investment Management 1996 - 2000
Whitman & Howard 1991 - 1994
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, ETFs, Investment Strategies, Mutual Funds, Emerging Markets, Investment Management, Commodity, Derivatives, Investment Advisory, Trading, Wealth Management, Pensions, Quantitative Analytics, Strategy, Asset Management, Venture Capital, Gold, Private Equity, Valuation, Series 7, Equity Research, Investor Relations, Mergers & Acquisitions, Capital Markets, Financial Markets, Management, Bloomberg
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Worcester Polytechnic Institute 1986 — 1991
BS, Civil Engineering
New York Private Bank & Trust August 2014 - Present
World Gold Trust Services January 2013 - July 2013
World Gold Council April 2009 - December 2012
Northern Trust Global Investments October 2006 - March 2009
Morgan Stanley Capital International (MSCI) Barra October 2000 - October 2006
JP Morgan Investment Management 1996 - 2000
Whitman & Howard 1991 - 1994
Skills
Portfolio Management, Investments, Hedge Funds, Equities, Alternative Investments, Asset Managment, Asset Allocation, Fixed Income, ETFs, Investment Strategies, Mutual Funds, Emerging Markets, Investment Management, Commodity, Derivatives, Investment Advisory, Trading, Wealth Management, Pensions, Quantitative Analytics, Strategy, Asset Management, Venture Capital, Gold, Private Equity, Valuation, Series 7, Equity Research, Investor Relations, Mergers & Acquisitions, Capital Markets, Financial Markets, Management, Bloomberg
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Worcester Polytechnic Institute 1986 — 1991
BS, Civil Engineering
Lauren Biggs's Northern Trust Global Investments Experience August 2000 - August 2005
Job Director of Marketing at Fusion Investment Group, LLC
Industry Investment Management
Experience
Fusion Investment Group, LLC January 2011 - March 2014
Palantir Capital Management June 2009 - October 2010
American Funds April 2006 - May 2009
Calamos Investments August 2005 - April 2006
Northern Trust Global Investments August 2000 - August 2005
Education
Trinity University 1996 — 2000
BA, Finance & Communications
Fusion Investment Group, LLC January 2011 - March 2014
Palantir Capital Management June 2009 - October 2010
American Funds April 2006 - May 2009
Calamos Investments August 2005 - April 2006
Northern Trust Global Investments August 2000 - August 2005
Education
Trinity University 1996 — 2000
BA, Finance & Communications
Robert Mitchell, CFA, CIMA Robert Mitchell, CFA, CIMA's Northern Trust Global Investments Experience December 2002 - August 2006
Job Family Wealth Advisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
BNY Mellon Wealth Management December 2013 - Present
Northern Trust August 2006 - November 2013
Northern Trust - Global Investments December 2002 - August 2006
The Northern Trust Company August 1993 - December 2002
The Northern Trust Company February 1988 - August 1993
The Chicago Corporation April 1987 - February 1988
Mellon Capital Management March 1984 - April 1987
Standard Oil Compay (Indiana) June 1980 - March 1984
Skills
Equities, Asset Allocation, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Management, Investments, Hedge Funds, Investment Strategies, Options, Estate Planning, Wealth Management
Education
University of Illinois at Urbana-Champaign
B.S. Engineering, Computer Science
Lincoln-Way Community High School 1972 — 1975
Bill Hayne, CIMA Bill Hayne, CIMA's Northern Trust Global Investments Experience June 2005 - April 2009
Job Fidelity Investments, Portfolio Advisory Services
Industry Investment Management
Experience
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Fidelity Investments July 2014 - Present
Capital Wealth Planning March 2013 - June 2014
Swank Capital, LLC February 2012 - June 2014
NAVCAP NAV Capital Partners, LLC March 2011 - March 2013
Northern Trust Global Investments June 2005 - April 2009
New York Life Investment Management March 2003 - March 2005
Fisher Investments May 2002 - March 2003
Prudential Investments September 1996 - April 2002
Skills
Series 7, CIMA
Education
University of California, Santa Barbara 1980 — 1984
Jake Weaver, CFA, CPA's Northern Trust Global Investments Experience August 2010 - Present
Job Head of Tax Advantaged Equity at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments August 2010 - Present
Northern Trust Global Investments August 2007 - July 2010
Northern Trust Global Investments August 2002 - August 2007
THE NORTHERN TRUST COMPANY June 1998 - August 2002
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Securities
Education
University of Chicago Booth School of Business
MBA, Finance, Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Northern Trust Global Investments August 2010 - Present
Northern Trust Global Investments August 2007 - July 2010
Northern Trust Global Investments August 2002 - August 2007
THE NORTHERN TRUST COMPANY June 1998 - August 2002
Skills
Equities, Investments, Portfolio Management, Asset Allocation, Emerging Markets, Investment Management, Investment Strategies, Securities
Education
University of Chicago Booth School of Business
MBA, Finance, Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
Jeff Torchon Jeff Torchon's Northern Trust Global Investments Experience June 2008 - April 2009
Job Principal at Alpha FMC
Industry Financial Services
Experience
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
Alpha FMC April 2015 - Present
JTorchon Consulting February 2007 - May 2015
Interactive Data Corporation April 2010 - May 2013
Northern Trust Global Investments June 2008 - April 2009
Barclays Global Investors 2000 - 2007
Charles Schwab & Co. 1998 - 1999
Merrill Lynch 1996 - 1998
Union Bank of California 1994 - 1996
Qualified Benefits 1989 - 1993
Integrated Financial 1987 - 1989
Skills
Mutual Funds, Asset Managment, Metrics, Life Insurance, Organizational..., Exchange traded products, Investments, Microsoft Exchange, Financial Services, Strategic Financial..., Financial Markets, ETFs, Securities, Analytics, Market Data, Business Strategy, E-commerce, Web Marketing, Asset Management, Marketing Communications, Marketing Strategy, CRM, Business Development, Marketing, Wealth Management, Lead Generation, Digital Marketing, Finance, Direct Marketing, Leadership, Management, Web Analytics, Relationship Management, Investment Strategies, Executive Management, Electronic Trading, Hedge Funds, Investment Management, Series 7, Fixed Income, Alternative Investments, Trading Systems, Asset Allocation, Equities, Series 63, Options, Financial Advisory, Bonds, Equity Derivatives, Derivatives
Education
San Diego State University-California State University 1979 — 1984
Bachelor of Science, Finance
Escola Graduada de Sao Paulo 1978 — 1979
High School degree
David P. Kalis, CFA's Northern Trust Global Investments Experience 2006 - 2009
Job CoCIO, Head of U.S. Growth Equity Strategies at Calamos Investments
Industry Investment Management
Experience
Calamos Investments 2013 - Present
Charis Capital Management LLC 2010 - 2013
Northern Trust Global Investments 2006 - 2009
Segall Bryant & Hamill 1995 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Management
Education
University of Michigan 1988 — 1991
B.A., Economics
Calamos Investments 2013 - Present
Charis Capital Management LLC 2010 - 2013
Northern Trust Global Investments 2006 - 2009
Segall Bryant & Hamill 1995 - 2006
Skills
Portfolio Management, Equities, Hedge Funds, Alternative Investments, Asset Management
Education
University of Michigan 1988 — 1991
B.A., Economics
David Ruby, CFA David Ruby, CFA's Northern Trust Global Investments Experience 2004 - 2006
Job Partner at Gemstone Communities
Industry Real Estate
Experience
Gemstone Communities May 2014 - Present
Fiber By-Products June 2013 - June 2014
Ranir LLC April 2013 - May 2014
Beringea Limited November 2007 - April 2014
Livio Radio June 2010 - September 2013
P&M Corporate Finance January 2006 - December 2007
Northern Trust Global Investments 2004 - 2006
Skills
Private Equity, Financial Modeling, Venture Capital, Corporate Finance, Valuation, Investment Banking, Due Diligence, Business Valuation, Mergers, LBO, Financial Analysis, DCF, Capital Markets, M&A experience, Corporate Development, Equities, Buyouts, Leveraged Finance, Bloomberg, Investments, Private Placements, Acquisition Integration, Start-ups, Mergers & Acquisitions, Entrepreneurship, Acquisitions, Investment Management, IPO, Strategy, Competitive Analysis, Structured Finance, Capital, Debt Restructuring, Project Finance, Restructuring, Asset Management, Portfolio Management, Investment Strategies, Hedge Funds, Financial Structuring, Alternative Investments, Angel Investing, Financial Advisory, Deal Sourcing, Finance, Securities, Growth Capital, Joint Ventures, Divestitures, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
MBA, Strategy and Finance
Western Michigan University - Haworth College of Business 1999 — 2004
BBA, Finance
Gemstone Communities May 2014 - Present
Fiber By-Products June 2013 - June 2014
Ranir LLC April 2013 - May 2014
Beringea Limited November 2007 - April 2014
Livio Radio June 2010 - September 2013
P&M Corporate Finance January 2006 - December 2007
Northern Trust Global Investments 2004 - 2006
Skills
Private Equity, Financial Modeling, Venture Capital, Corporate Finance, Valuation, Investment Banking, Due Diligence, Business Valuation, Mergers, LBO, Financial Analysis, DCF, Capital Markets, M&A experience, Corporate Development, Equities, Buyouts, Leveraged Finance, Bloomberg, Investments, Private Placements, Acquisition Integration, Start-ups, Mergers & Acquisitions, Entrepreneurship, Acquisitions, Investment Management, IPO, Strategy, Competitive Analysis, Structured Finance, Capital, Debt Restructuring, Project Finance, Restructuring, Asset Management, Portfolio Management, Investment Strategies, Hedge Funds, Financial Structuring, Alternative Investments, Angel Investing, Financial Advisory, Deal Sourcing, Finance, Securities, Growth Capital, Joint Ventures, Divestitures, Funding
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
MBA, Strategy and Finance
Western Michigan University - Haworth College of Business 1999 — 2004
BBA, Finance
Jitesh Madalkar Jitesh Madalkar's Northern Trust Global Investments Experience January 2007 - June 2010
Job Sr. Technical Architect (Asset Management and Capital Market) at Hexaware Technologies
Industry Financial Services
Experience
Hexaware Technologies June 2012 - Present
HCL Technologies January 2012 - May 2012
Great Eastern Life June 2011 - January 2012
Cognizant Technology Solutions July 2010 - January 2012
Northern Trust Global Investments January 2007 - June 2010
Patni Computer Systems May 2005 - June 2010
Jewelmark India Pvt. Ltd. July 2004 - February 2005
Wipo Spectramind October 2003 - July 2004
Skills
Eagle STAR, Eagle PACE, Eagle SRM, Pricing Center, Datamart, Oracle SQL, Perl, UNIX Script, SQL Server, SQL*Plus, Visual Basic, Unix, Program Management, SQL, Data Marts, User Acceptance Testing, Oracle, Microsoft SQL Server, Testing, Software Project..., SDLC, Quality Center, Requirements Gathering, Requirements Analysis
Education
University of Mumbai 1999 — 2003
Engineer's Degree, Production
Hexaware Technologies June 2012 - Present
HCL Technologies January 2012 - May 2012
Great Eastern Life June 2011 - January 2012
Cognizant Technology Solutions July 2010 - January 2012
Northern Trust Global Investments January 2007 - June 2010
Patni Computer Systems May 2005 - June 2010
Jewelmark India Pvt. Ltd. July 2004 - February 2005
Wipo Spectramind October 2003 - July 2004
Skills
Eagle STAR, Eagle PACE, Eagle SRM, Pricing Center, Datamart, Oracle SQL, Perl, UNIX Script, SQL Server, SQL*Plus, Visual Basic, Unix, Program Management, SQL, Data Marts, User Acceptance Testing, Oracle, Microsoft SQL Server, Testing, Software Project..., SDLC, Quality Center, Requirements Gathering, Requirements Analysis
Education
University of Mumbai 1999 — 2003
Engineer's Degree, Production
James Bridgman's Northern Trust Global Investments Experience 1995 - 2006
Job Regional Director Northern Trust Global Family & Private Investment Offices
Industry Financial Services
Experience
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Northern Trust November 2012 - Present
Northern Trust Company December 2009 - November 2012
Citi Private Bank October 2006 - January 2010
Northern Trust Global Investments 1995 - 2006
Aetna Capital Management 1986 - 1995
Skills
Wealth Management, Alternative Investments, Series 7, Wealth Management..., Mutual Funds, Asset Managment, High Net Worth..., Investments, Series 63, Investment Management, Equities, Finance, Financial Services, Fixed Income, Financial Advisory, Investment Advisory, Private Banking, Securities, Investment Strategies, Asset Management, Morningstar, Asset Allocation, Hedge Funds
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Jenifer A. Aronson, CFA Jenifer A. Aronson, CFA's Northern Trust Global Investments Experience October 1998 - June 2005
Job Founder and Investment Advisor at Mosaic FI
Industry Investment Management
Experience
Mosaic FI July 2010 - Present
Romar Services September 2005 - September 2012
Northern Trust Global Investments October 1998 - June 2005
UBS Brinson Partners August 1995 - October 1998
Northern Trust July 1991 - July 1995
Skills
High Yield, Fixed Income, Investment Strategies, Asset Allocation, Tactical Asset..., ABS, Portfolio Management, Hedge Funds, Bonds, Asset Management, Asset Managment, Wealth Management, Investments, Investment Management..., High Net Worth..., Wealth Management..., Fixed Income Strategies, Alternative Investments, Valuation, Morningstar, Investment Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA, Finance and Economics
University of Arizona 1987 — 1991
Bachelors of Science, Finance
Mosaic FI July 2010 - Present
Romar Services September 2005 - September 2012
Northern Trust Global Investments October 1998 - June 2005
UBS Brinson Partners August 1995 - October 1998
Northern Trust July 1991 - July 1995
Skills
High Yield, Fixed Income, Investment Strategies, Asset Allocation, Tactical Asset..., ABS, Portfolio Management, Hedge Funds, Bonds, Asset Management, Asset Managment, Wealth Management, Investments, Investment Management..., High Net Worth..., Wealth Management..., Fixed Income Strategies, Alternative Investments, Valuation, Morningstar, Investment Management
Education
The University of Chicago - Booth School of Business 1995 — 1998
MBA, Finance and Economics
University of Arizona 1987 — 1991
Bachelors of Science, Finance
Sandy Watkins Sandy Watkins's Northern Trust Global Investments Experience September 2006 - November 2007
Job VP Internal Audit at BlackRock
Industry Financial Services
Experience
Ernst & Young August 2010 - May 2014
Ernst & Young August 2010 - February 2012
KPMG LLP January 2010 - August 2010
HSBC Global Asset Management September 2009 - December 2009
Free Lance October 2008 - June 2009
Barclays Bank PLC November 2007 - March 2008
Northern Trust Global Investments September 2006 - November 2007
SG Corporate Investment Banking January 2005 - September 2006
Oasis April 2004 - November 2004
Goldberg Wagner & Jacobs, LLP February 2002 - December 2003
Skills
Risk Management, Financial Risk, Internal Audit, Asset Management, Internal Controls, Auditing, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Corporate Governance, CCAR, Due Diligence, Operational Risk..., Basel II, III, ICAAP, IFRS, Risk, Audit, Event Management, Manage large projects..., multilangual, Governance, Finance
Education
Western Carolina University 1995 — 1998
BSBA, Economics, 4.0
CERAM Sophia Antipolis 1995 — 1998
BS, Engineering (Prepa)
International School in Valbonne, Sophia 1990 — 1995
Bacchaloreat, Sciences (Maths)
Ernst & Young August 2010 - May 2014
Ernst & Young August 2010 - February 2012
KPMG LLP January 2010 - August 2010
HSBC Global Asset Management September 2009 - December 2009
Free Lance October 2008 - June 2009
Barclays Bank PLC November 2007 - March 2008
Northern Trust Global Investments September 2006 - November 2007
SG Corporate Investment Banking January 2005 - September 2006
Oasis April 2004 - November 2004
Goldberg Wagner & Jacobs, LLP February 2002 - December 2003
Skills
Risk Management, Financial Risk, Internal Audit, Asset Management, Internal Controls, Auditing, Financial Services, Enterprise Risk..., Mergers & Acquisitions, Corporate Governance, CCAR, Due Diligence, Operational Risk..., Basel II, III, ICAAP, IFRS, Risk, Audit, Event Management, Manage large projects..., multilangual, Governance, Finance
Education
Western Carolina University 1995 — 1998
BSBA, Economics, 4.0
CERAM Sophia Antipolis 1995 — 1998
BS, Engineering (Prepa)
International School in Valbonne, Sophia 1990 — 1995
Bacchaloreat, Sciences (Maths)
Karen Greenberg, CFA's Northern Trust Global Investments Experience 1998 - 2004
Job Managing Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Krishna Soma Krishna Soma's Northern Trust Global Investments Experience July 2001 - November 2007
Job Senior Real Estate Securities Analyst at Invesco
Industry Investment Management
Experience
Invesco US November 2011 - Present
Duff & Phelps Investment Management Co. November 2007 - October 2011
Northern Trust Global Investments July 2001 - November 2007
Education
Chartered Financial Analyst
University of Michigan
BA, Economics
Invesco US November 2011 - Present
Duff & Phelps Investment Management Co. November 2007 - October 2011
Northern Trust Global Investments July 2001 - November 2007
Education
Chartered Financial Analyst
University of Michigan
BA, Economics
James Francis's Northern Trust Global Investments Experience February 2005 - June 2007
Job Investment Professional Global Asset Management
Industry Investment Management
Experience
Independent Consultant April 2014 - Present
Geode Capital Management September 2011 - April 2014
Deutsche Asset Management June 2008 - September 2011
Northern Trust Global Investments February 2005 - June 2007
State Street May 1987 - February 2005
Skills
Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment, Investment Management, Investment Strategies, Investments, Trading, ETFs, Investment Advisory, Equity Derivatives, Emerging Markets, Risk Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives
Education
University of Massachusetts, Amherst 1981 — 1986
Mathematics
University of Massachusetts, Amherst
BS in Applied Mathematics
Independent Consultant April 2014 - Present
Geode Capital Management September 2011 - April 2014
Deutsche Asset Management June 2008 - September 2011
Northern Trust Global Investments February 2005 - June 2007
State Street May 1987 - February 2005
Skills
Equities, Portfolio Management, Structured Products, Quantitative Investing, Management, Hedge Funds, Fixed Income, Asset Management, Alternative Investments, Leadership, Portfolio Optimization, Asset Managment, Investment Management, Investment Strategies, Investments, Trading, ETFs, Investment Advisory, Equity Derivatives, Emerging Markets, Risk Management, Asset Allocation, Bloomberg, Capital Markets, Derivatives
Education
University of Massachusetts, Amherst 1981 — 1986
Mathematics
University of Massachusetts, Amherst
BS in Applied Mathematics
Sheri Hawkins, CFA's Northern Trust Global Investments Experience 2003 - 2010
Job Senior Vice President & Chief Financial Officer of Asset Management
Industry Financial Services
Experience
Northern Trust 2010 - Present
Northern Trust Global Investments 2003 - 2010
Northern Trust Global Investments 2000 - 2010
Education
Illinois Institute of Technology, Stuart School of Business 1995 — 1997
MS, Financial Markets & Trading
University of Notre Dame 1988 — 1992
BS, Business Administration, Finance Concentration
Northern Trust 2010 - Present
Northern Trust Global Investments 2003 - 2010
Northern Trust Global Investments 2000 - 2010
Education
Illinois Institute of Technology, Stuart School of Business 1995 — 1997
MS, Financial Markets & Trading
University of Notre Dame 1988 — 1992
BS, Business Administration, Finance Concentration
Andrew Buchner's Northern Trust Global Investments Experience April 1992 - April 1999
Job Vice President at Guzman & Company
Industry Financial Services
Experience
Guzman & Company April 1999 - Present
Northern Trust Global Investments April 1992 - April 1999
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Series 7, Hedge Funds, Capital Markets, Series 63, Bloomberg, Alternative Investments, Trading, Electronic Trading, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Institute for European Studies, Vienna Austria
Guzman & Company April 1999 - Present
Northern Trust Global Investments April 1992 - April 1999
Skills
Fixed Income, Equities, Derivatives, Portfolio Management, Series 7, Hedge Funds, Capital Markets, Series 63, Bloomberg, Alternative Investments, Trading, Electronic Trading, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1987 — 1991
Institute for European Studies, Vienna Austria
Daniel Harris's Northern Trust Global Investments Experience September 2006 - August 2007
Job Head of Research at Aurora Investment Management
Industry Investment Management
Experience
Aurora Investment Management April 2010 - Present
Amundi Alternative Investments August 2007 - April 2010
Northern Trust Global Investments September 2006 - August 2007
Nuveen Investments June 2004 - September 2006
Cambridge Associates LLC September 2000 - June 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance and Economics
Wake Forest University 1996 — 2000
BS, Analytical Finance
Aurora Investment Management April 2010 - Present
Amundi Alternative Investments August 2007 - April 2010
Northern Trust Global Investments September 2006 - August 2007
Nuveen Investments June 2004 - September 2006
Cambridge Associates LLC September 2000 - June 2004
Skills
Alternative Investments, Asset Management, Bloomberg, Corporate Finance, Equities, Financial Modeling, Fixed Income, Fund Of Funds, Hedge Funds, Investment Management, Investments, Mutual Funds, Securities, Strategy
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Analytical Finance and Economics
Wake Forest University 1996 — 2000
BS, Analytical Finance
Geri Melchiorre, CFA's Northern Trust Global Investments Experience April 2010 - May 2012
Job Associate Director of Investments at University of Illinois at UrbanaChampaign
Industry Investment Management
Experience
University of Illinois at Urbana-Champaign September 2014 - Present
University of Illinois at Urbana-Champaign August 2012 - September 2014
Northern Trust Global Investments April 2010 - May 2012
Northern Trust 2008 - 2008
Skills
Asset Management, Finance, Financial Analysis, Risk Management, Investments, Financial Risk, Financial Modeling, Financial Services
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Finance and Speech Communication
University of Illinois at Urbana-Champaign September 2014 - Present
University of Illinois at Urbana-Champaign August 2012 - September 2014
Northern Trust Global Investments April 2010 - May 2012
Northern Trust 2008 - 2008
Skills
Asset Management, Finance, Financial Analysis, Risk Management, Investments, Financial Risk, Financial Modeling, Financial Services
Education
University of Illinois at Urbana-Champaign 2002 — 2006
Bachelor of Science (B.S.), Finance and Speech Communication
Oscar Parrish's Northern Trust Global Investments Experience 2000 - 2009
Job Vice President at The Northern Trust Co.
Industry Investment Banking
Experience
Northern Trust Asset Management March 2013 - Present
Northern Trust Asset Management 2010 - Present
Northern Trust Global Investments 2000 - 2009
Northern Trust Global Investments 2000 - 2009
Education
Roosevelt University 1998 — 2000
Business Administration and Management, General
Southern Illinois University, Carbondale 1990 — 1994
Whitney Young 1986 — 1990
Northern Trust Asset Management March 2013 - Present
Northern Trust Asset Management 2010 - Present
Northern Trust Global Investments 2000 - 2009
Northern Trust Global Investments 2000 - 2009
Education
Roosevelt University 1998 — 2000
Business Administration and Management, General
Southern Illinois University, Carbondale 1990 — 1994
Whitney Young 1986 — 1990
Luis Amaya's Northern Trust Global Investments Experience October 2012 - Present
Job Vice President Investment Product Specialist at Northern Trust Global Investments
Industry Financial Services
Experience
Northern Trust Global Investments October 2012 - Present
Skills
Investments, Defined Benefit, Pensions, Mutual Funds, Defined Contribution, Index Funds, Pension Funds, 401k, ERISA, Bond Funds, Management, Investment Valuation, Accounting, InvestOne, Alternative Investments
Education
University of Illinois at Chicago 1995 — 2000
Bachelor's, Economics
Northern Trust Global Investments October 2012 - Present
Skills
Investments, Defined Benefit, Pensions, Mutual Funds, Defined Contribution, Index Funds, Pension Funds, 401k, ERISA, Bond Funds, Management, Investment Valuation, Accounting, InvestOne, Alternative Investments
Education
University of Illinois at Chicago 1995 — 2000
Bachelor's, Economics
Josh Settle, CFA's Northern Trust Global Investments Experience July 2003 - July 2010
Job Head of IG Credit Trading at PPM America, Inc.
Industry Investment Management
Experience
PPM America, Inc. October 2013 - Present
PPM America August 2010 - October 2013
Northern Trust Global Investments July 2003 - July 2010
Skills
Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Bonds, Asset Management, Derivatives, Equities, Credit, Trading, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance, Economics
PPM America, Inc. October 2013 - Present
PPM America August 2010 - October 2013
Northern Trust Global Investments July 2003 - July 2010
Skills
Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Bonds, Asset Management, Derivatives, Equities, Credit, Trading, Investments
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Finance, Economics
Scott Hammond's Northern Trust Global Investments Experience 2006 - 2009
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Guggenheim Partners July 2009 - Present
Transparent Value July 2009 - June 2010
Northern Trust 2007 - 2009
Northern Trust Global Investments 2006 - 2009
Barclays Global Investors 1999 - 2006
Skills
Investments, Equities, Portfolio Management, Asset Management, ETFs, Integration
Education
Purdue University
Master of Business Administration (MBA)
University of New Hampshire
Bachelor of Arts (BA), Economics/Computer Science
Reed LeMar, CFA's Northern Trust Global Investments Experience June 2010 - Present
Job Associate Portfolio Manager at Northern Trust Global Investments
Industry Banking
Experience
Northern Trust Global Investments June 2010 - Present
Northern Trust July 2007 - June 2010
CBOT July 2004 - June 2007
Skills
Portfolio Management, Equity Research, Financial Modeling, Derivatives, Financial Markets, Investments, Chartered Financial..., DCF, Equities, Asset Allocation, Investment Management, Asset Management, Capital Markets, Fixed Income, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance
Northern Trust Global Investments June 2010 - Present
Northern Trust July 2007 - June 2010
CBOT July 2004 - June 2007
Skills
Portfolio Management, Equity Research, Financial Modeling, Derivatives, Financial Markets, Investments, Chartered Financial..., DCF, Equities, Asset Allocation, Investment Management, Asset Management, Capital Markets, Fixed Income, Bloomberg
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
BS, Finance
Fred Azar's Northern Trust Global Investments Experience 2004 - Present
Job Director Fixed Income Business Management at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments 2004 - Present
Northern Trust Global Investments 2004 - Present
Northern Trust Asset Management 2004 - Present
BMO Harris Private Banking 2000 - 2004
Stern Joint Venture 1997 - 2000
Skills
Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Investments, Equities, Wealth Management, Bloomberg, Alternative Investments, Mutual Funds, Bonds, Hedge Funds, Investment Management, Securities, Capital Markets, High Net Worth..., Investment Advisory, Financial Analysis, Derivatives, Financial Services, Series 7, Financial Modeling, Trading, Management, Financial Planning, Valuation, Financial Markets, Investment Banking, Series 63, Private Equity, Risk Management
Education
University of Kansas - Graduate School of Business 1989 — 1990
Master of Business Administration, Finance
University of Kansas 1983 — 1987
Bachelor of Science, Accounting and Business Administration
Northern Trust Global Investments 2004 - Present
Northern Trust Global Investments 2004 - Present
Northern Trust Asset Management 2004 - Present
BMO Harris Private Banking 2000 - 2004
Stern Joint Venture 1997 - 2000
Skills
Asset Allocation, Portfolio Management, Asset Managment, Fixed Income, Investment Strategies, Investments, Equities, Wealth Management, Bloomberg, Alternative Investments, Mutual Funds, Bonds, Hedge Funds, Investment Management, Securities, Capital Markets, High Net Worth..., Investment Advisory, Financial Analysis, Derivatives, Financial Services, Series 7, Financial Modeling, Trading, Management, Financial Planning, Valuation, Financial Markets, Investment Banking, Series 63, Private Equity, Risk Management
Education
University of Kansas - Graduate School of Business 1989 — 1990
Master of Business Administration, Finance
University of Kansas 1983 — 1987
Bachelor of Science, Accounting and Business Administration
Delilah Jesel's Northern Trust Global Investments Experience March 1993 - Present
Job Sr. Client Servicing Associate at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments March 1993 - Present
Skills
Asset Managment, Strategy, Investments, Equities, Asset Management, Asset Allocation
Education
University of Illinois at Chicago 1990 — 1995
Northern Trust Global Investments March 1993 - Present
Skills
Asset Managment, Strategy, Investments, Equities, Asset Management, Asset Allocation
Education
University of Illinois at Chicago 1990 — 1995
David McPhillips's Northern Trust Global Investments Experience 2005 - Present
Job Director of Consultant Relations at Northern Trust
Industry Financial Services
Experience
Northern Trust Director of Consultant RelationsNorthern TrustJanuary 2010 - Present
Northern Trust Global Investments 2005 - Present
Education
University College Dublin 1993 — 1997
Northern Trust Director of Consultant RelationsNorthern TrustJanuary 2010 - Present
Northern Trust Global Investments 2005 - Present
Education
University College Dublin 1993 — 1997
Robert Thormann's Northern Trust Global Investments Experience January 2005 - July 2006
Job Sr Systems Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Brown Brothers Harriman October 2007 - Present
Hyperion Brookfield Asset Management 2006 - 2007
Northern Trust Global Investments January 2005 - July 2006
Penn Mutual June 2003 - December 2005
Locus Telecommunications March 2001 - May 2003
Skills
Equities, Mutual Funds, Project Management, Finance, Microsoft Office, Risk Management, Cognos, Hyperion Performance..., PAM for Securities, Bloomberg Terminal, VBA, Microsoft Excel, JavaScript, Asset Management, Securities, Portfolio Management
Education
Ramapo College of New Jersey 1999 — 2003
Management Information Systems and Services
Ramapo College of New Jersey 1999 — 2003
Bachelor's degree, Management Information Systems, General
Aaron Goldstein's Northern Trust Global Investments Experience 2004 - 2007
Job CFO at Arcadia Services
Industry Hospital & Health Care
Experience
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Arcadia Services May 2012 - Present
AMI Holding Corporation July 2009 - April 2012
Credit Suisse June 2008 - August 2008
Northern Trust Global Investments 2004 - 2007
Northern Trust 2004 - 2005
Skills
Fixed Income, Investment Banking, Capital Markets, Valuation, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, Financial Analysis, Bloomberg, Venture Capital, Commodity, Alternative Investments, Bonds
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Accounting and Finance
University of Rochester 2000 — 2004
Bachelor of Arts, Economics
Margaret Wallyn's Northern Trust Global Investments Experience March 2012 - December 2013
Job Senior IT Business Analyst at Northern Trust Corporation
Industry Information Technology and Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Northern Trust Corporation July 2014 - Present
Northern Trust Global Investments March 2012 - December 2013
JP Morgan Chase March 2011 - March 2012
Northern Trust Global Investments October 2009 - July 2011
Wachovia Securities May 2006 - October 2009
Blue Cross and Blue Shield October 2005 - May 2006
Mesirow Financial June 2004 - October 2005
National Insurance Crime Bureau July 2002 - June 2004
Aon Risk Services November 2001 - November 2002
JPMorgan Chase November 1993 - June 2001
Skills
Requirements Gathering, SDLC, Training, Web Services, Data Warehousing, Requirements Analysis, Strategy, Business Requirements, Software Project..., SQL, Visio, Business Intelligence, Business Analysis, DB2, Project Management, Data Analysis, PMO
Education
Quinlan School of Business, Loyola University Chicago 1983 — 1984
Michelle D. Griffin's Northern Trust Global Investments Experience February 2001 - November 2008
Job SVP & Director of Client Development, Global Family & Investment Offices at Northern Trust Wealth Management
Industry Investment Management
Experience
Northern Trust Wealth Management April 2015 - Present
Northern Trust Asset Management November 2011 - Present
Northern Trust Asset Management November 2008 - October 2011
Northern Trust Global Investments February 2001 - November 2008
Northern Trust Corporate & Institutional Services June 1996 - February 2001
Northern Trust Corporate & Institutional Services January 1992 - June 1996
Northern Trust Corporate & Institutional Services January 1990 - January 1992
Northern Trust Corporate & Institutional Services May 1988 - January 1990
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Asset Managment, Corporate Banking, Treasury Management, Credit Analysis, Public Speaking, Bonds, Asset Management, Fixed Income, Finance, Institutional..., Commercial Banking, Securities, Equities, Series 63, Management, Due Diligence, Hedge Funds, Relationship Management, Morningstar, Separately Managed...
Education
Purdue University - Krannert School of Management
BS
Weatherhead School of Management at Case Western Reserve University
MBA
Northern Trust Wealth Management April 2015 - Present
Northern Trust Asset Management November 2011 - Present
Northern Trust Asset Management November 2008 - October 2011
Northern Trust Global Investments February 2001 - November 2008
Northern Trust Corporate & Institutional Services June 1996 - February 2001
Northern Trust Corporate & Institutional Services January 1992 - June 1996
Northern Trust Corporate & Institutional Services January 1990 - January 1992
Northern Trust Corporate & Institutional Services May 1988 - January 1990
Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Asset Managment, Corporate Banking, Treasury Management, Credit Analysis, Public Speaking, Bonds, Asset Management, Fixed Income, Finance, Institutional..., Commercial Banking, Securities, Equities, Series 63, Management, Due Diligence, Hedge Funds, Relationship Management, Morningstar, Separately Managed...
Education
Purdue University - Krannert School of Management
BS
Weatherhead School of Management at Case Western Reserve University
MBA
Christopher Fronk, CFA, CPA's Northern Trust Global Investments Experience June 1999 - Present
Job Senior Vice President at Northern Trust Global Investments
Industry Investment Management
Experience
Northern Trust Global Investments June 1999 - Present
Jones Lang LaSalle June 1993 - June 1999
Skills
Investment Strategies, Asset Managment, Equities, Bloomberg, Portfolio Management, Wealth Management, Investment Advisory, Investments, Asset Management, ETFs, Options, Investment Management, Hedging, Financial Markets, Morningstar, Mutual Funds, Bonds, Securities, Commodity, Trading Systems, Capital Markets, Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor's degree, Accounting and Finance
Northern Trust Global Investments June 1999 - Present
Jones Lang LaSalle June 1993 - June 1999
Skills
Investment Strategies, Asset Managment, Equities, Bloomberg, Portfolio Management, Wealth Management, Investment Advisory, Investments, Asset Management, ETFs, Options, Investment Management, Hedging, Financial Markets, Morningstar, Mutual Funds, Bonds, Securities, Commodity, Trading Systems, Capital Markets, Trading, Derivatives
Education
The University of Chicago - Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor's degree, Accounting and Finance
Jeffrey Ulit's Northern Trust Global Investments Experience January 2008 - January 2009
Job Analyst at BMO Capital Markets/GKST, Inc.
Industry Financial Services
Experience
BMO Capital Markets August 2009 - Present
Northern Trust Global Investments January 2008 - January 2009
AAFCU/Cuna Brokerage 2006 - 2008
Charter One Securities 2004 - 2006
Charter One Securities 2002 - 2004
Smith Barney 1999 - 2000
Skills
Investment Sales, Business Planning, Zephyr, Morningstar, Bloomberg
Education
University of Illinois at Chicago 1998 — 2002
Bachelor Of Science, Finance & Marketing
University of Illinois at Chicago
Master of Business Administration (MBA), Finance, General
BMO Capital Markets August 2009 - Present
Northern Trust Global Investments January 2008 - January 2009
AAFCU/Cuna Brokerage 2006 - 2008
Charter One Securities 2004 - 2006
Charter One Securities 2002 - 2004
Smith Barney 1999 - 2000
Skills
Investment Sales, Business Planning, Zephyr, Morningstar, Bloomberg
Education
University of Illinois at Chicago 1998 — 2002
Bachelor Of Science, Finance & Marketing
University of Illinois at Chicago
Master of Business Administration (MBA), Finance, General
Jen (Jeffries) Bosse's Northern Trust Global Investments Experience July 2004 - October 2006
Job Vice President, Institutional Sales at Instinet LLC
Industry Financial Services
Experience
Instinet, LLC October 2006 - July 2013
Northern Trust Global Investments July 2004 - October 2006
Northern Trust July 2000 - July 2004
Skills
Electronic Trading, Equities, Hedge Funds, Trading Systems, Series 7, Options, Equity Trading, Trading, Financial Markets, Fixed Income, Bloomberg, Derivatives, Capital Markets, Securities, Series 63
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S., Finance
CEGRI, Granada Spain 1998 — 1999
Spanish, Study Abroad
Fenwick HighSchool
Instinet, LLC October 2006 - July 2013
Northern Trust Global Investments July 2004 - October 2006
Northern Trust July 2000 - July 2004
Skills
Electronic Trading, Equities, Hedge Funds, Trading Systems, Series 7, Options, Equity Trading, Trading, Financial Markets, Fixed Income, Bloomberg, Derivatives, Capital Markets, Securities, Series 63
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S., Finance
CEGRI, Granada Spain 1998 — 1999
Spanish, Study Abroad
Fenwick HighSchool
Daniel Sperrazza's Northern Trust Global Investments Experience August 2002 - June 2004
Job Managing Partner at LakeWater Capital LLC
Industry Investment Management
Experience
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC July 2004 - January 2014
Northern Trust Global Investments August 2002 - June 2004
Fleet Investment Advisors January 1996 - August 2002
Aetna Life & Casualty August 1988 - December 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Business Administration
LakeWater Capital LLC January 2014 - Present
Green Eagle Capital LLC July 2004 - January 2014
Northern Trust Global Investments August 2002 - June 2004
Fleet Investment Advisors January 1996 - August 2002
Aetna Life & Casualty August 1988 - December 1995
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
State University of New York at Buffalo - School of Management 1984 — 1988
BS, Business Administration
Manny Abin's Northern Trust Global Investments Experience September 2011 - March 2014
Job Regional DirectorPrincipal Funds
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Gregory Bell, CPA, CFA's Northern Trust Global Investments Experience June 1996 - September 2004
Job Principal, Director of Municipal Products at AAM
Industry Investment Management
Experience
Asset Allocation and Management September 2004 - Present
Northern Trust Global Investments June 1996 - September 2004
Northern Trust Global Investments January 1995 - June 1996
Northern Trust 1992 - 1995
Northern Trust 1992 - 1995
Skills
Investment Management, Investments, Portfolio Management, Fixed Income, Asset Management, Financial Analysis, Securities, Bloomberg, Asset Managment, Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Series 7, Bonds, Mutual Funds
Education
The University of Chicago 1996 — 1998
MBA, Finance and Accounting
University of Illinois at Chicago
Asset Allocation and Management September 2004 - Present
Northern Trust Global Investments June 1996 - September 2004
Northern Trust Global Investments January 1995 - June 1996
Northern Trust 1992 - 1995
Northern Trust 1992 - 1995
Skills
Investment Management, Investments, Portfolio Management, Fixed Income, Asset Management, Financial Analysis, Securities, Bloomberg, Asset Managment, Investment Strategies, Equities, Asset Allocation, Alternative Investments, Hedge Funds, Series 7, Bonds, Mutual Funds
Education
The University of Chicago 1996 — 1998
MBA, Finance and Accounting
University of Illinois at Chicago
Wasyl Saluchok's Northern Trust Global Investments Experience 2005 - 2009
Job Distribution Strategy Development & Execution, Investments Institutional & Retail
Industry Investment Management
Experience
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Northern Trust Global Investments 2005 - 2009
Northern Trust Global Advisors 2005 - 2009
Northern Trust 2005 - 2009
Assante Wealth Management 1993 - 2001
Skills
Investments
Education
University of Guelph 1985 — 1988
B.A. Hons, Management Economics
Benjamin Easow's Northern Trust Global Investments Experience 1999 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
SUMPURA June 2011 - Present
Northern Trust Global Investments 1999 - 2009
Salomon Smith Barney 1996 - 1999
Brown Brothers Harriman 1994 - 1996
Skills
Investments, Equities, Financial Markets, Alternative Investments, Financial Modeling, Equity Research, Derivatives, Bloomberg, Portfolio Management, Asset Management, Hedge Funds, Options, Asset Allocation, Fixed Income, Investment Management, Valuation
Education
Rutgers University-New Brunswick
BA, Economics
Rich Seward's Northern Trust Global Investments Experience January 2000 - 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Northern Trust Global Investments January 2000 - 2009
Northern Trust January 1990 - December 1999
Northern Trust September 1983 - December 1989
Education
The University of Chicago 1971 — 1974
MBA, Finance and Organizational Behavior
Purdue University - Krannert School of Management 1967 — 1971
BS, Business Economics
Northern Trust Global Investments January 2000 - 2009
Northern Trust January 1990 - December 1999
Northern Trust September 1983 - December 1989
Education
The University of Chicago 1971 — 1974
MBA, Finance and Organizational Behavior
Purdue University - Krannert School of Management 1967 — 1971
BS, Business Economics
Richard Inzunza's Northern Trust Global Investments Experience analystprincipal global2000 - 2004
Job Senior Portfolio Manager at Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Global Investments analystprincipal global2000 - 2004
Skills
Asset Management, Hedge Funds, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Investment Management, Equity Research
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance
Northern Trust Global Investments analystprincipal global2000 - 2004
Skills
Asset Management, Hedge Funds, Fixed Income, Bloomberg, Asset Allocation, Portfolio Management, Alternative Investments, Equities, Investment Management, Equity Research
Education
University of Rochester - Simon Business School 1998 — 2000
MBA, Finance
Robert Furnari's Northern Trust Global Investments Experience December 2009 - December 2011
Job Managing Director, Practice Leader at Northern Trust
Industry Financial Services
Experience
Northern Trust January 2012 - Present
Northern Trust Global Investments December 2009 - December 2011
Northern Trust Company of Connecticut July 2005 - December 2009
Northern Trust Global Advisors June 2000 - July 2005
Northern Trust Company of Connecticut November 1995 - June 2000
RCB Trust Company January 1990 - October 1995
Rogers, Casey & Barksdale July 1985 - December 1989
GE Capital June 1982 - July 1985
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Asset Allocation
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Finance
University of Connecticut 1978 — 1982
BS, Finance
Northern Trust January 2012 - Present
Northern Trust Global Investments December 2009 - December 2011
Northern Trust Company of Connecticut July 2005 - December 2009
Northern Trust Global Advisors June 2000 - July 2005
Northern Trust Company of Connecticut November 1995 - June 2000
RCB Trust Company January 1990 - October 1995
Rogers, Casey & Barksdale July 1985 - December 1989
GE Capital June 1982 - July 1985
Skills
Portfolio Management, Hedge Funds, Equities, Investments, Fixed Income, Asset Allocation
Education
The University of Connecticut School of Business 1982 — 1984
MBA, Finance
University of Connecticut 1978 — 1982
BS, Finance
Michael P Giggie's Northern Trust Global Investments Experience June 2007 - March 2010
Job Portfolio Manager
Industry Investment Management
Experience
TCRS, Treasury Department, State of TN November 2011 - Present
MAM April 2010 - October 2011
Northern Trust Global Investments June 2007 - March 2010
Spot Trading, LLC October 2006 - May 2007
Credit Suisse Securities September 2005 - August 2006
Nicholas Applegate Capital Management June 2000 - August 2005
U.S. Navy May 1992 - July 1998
Education
Kelley School of Business, Indiana University 1998 — 2000
M.B.A., Finance
United States Naval Academy 1988 — 1992
B.S.
TCRS, Treasury Department, State of TN November 2011 - Present
MAM April 2010 - October 2011
Northern Trust Global Investments June 2007 - March 2010
Spot Trading, LLC October 2006 - May 2007
Credit Suisse Securities September 2005 - August 2006
Nicholas Applegate Capital Management June 2000 - August 2005
U.S. Navy May 1992 - July 1998
Education
Kelley School of Business, Indiana University 1998 — 2000
M.B.A., Finance
United States Naval Academy 1988 — 1992
B.S.
Donald Raiff Ph.D.'s Northern Trust Global Investments Experience 1999 - 2001
Job Econmist/Financial Risk Manager
Industry Banking
Experience
DLR Consulting LLC 2002 - Present
Northern Trust Global Investments 1999 - 2001
Northern Trust Company 1983 - 1998
Northern Trust Company 1978 - 1982
Federal Reserve Bank of Philadelphia 1973 - 1977
Skills
Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Banking, Credit Risk, Corporate Finance, Governance, Derivatives
Education
The Ohio State University 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics with specialty in Monetary Policy
University of Dayton 1962 — 1965
BS: Industrial Management
DLR Consulting LLC 2002 - Present
Northern Trust Global Investments 1999 - 2001
Northern Trust Company 1983 - 1998
Northern Trust Company 1978 - 1982
Federal Reserve Bank of Philadelphia 1973 - 1977
Skills
Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Management Consulting, Business Analysis, Financial Analysis, Banking, Credit Risk, Corporate Finance, Governance, Derivatives
Education
The Ohio State University 1966 — 1972
Doctor of Philosophy (Ph.D.), Economics with specialty in Monetary Policy
University of Dayton 1962 — 1965
BS: Industrial Management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY