EVP AND GLOBAL HEAD OF SALES AND SERVICE, NORTHERN TRUST ASSET MANAGEMENT 2010 – 2014
Head of global sales, service, and marketing for asset management business unit with $860 billion in assets under management, including $110-billion mutual fund complex. Managed staff of 230. Member, Operating Group, Northern Trust Corporation. Board and Audit Committee Member, Northern Trust Investment, N.A.
CEO AND PRESIDENT, NORTHERN TRUST GLOBAL ADVISORS 2007 – 2010
CEO of manager of manager’s subsidiary with $40 billion in assets under management. Managed staff of 100. Chairman of Investment Committee. Chairman of Board of Directors.
SVP AND GROUP HEAD, WEALTH ADVISORY, PERSONAL FINANCIAL SERVICES 2004 – 2007
Led business unit responsible for serving clients with over $25 million investable assets.
SVP AND MANAGING DIRECTOR, PRODUCT MANAGEMENT, NORTHERN TRUST GLOBAL INVESTMENTS 1999 – 2004
PRINCIPAL AND SENIOR CONSULTANT, Eager & Associates, Louisville, KY 1995 – 1999
Worked with investment management firms in the U.S., Europe, and Asia
DIRECTOR, INSTITUTIONAL INVESTMENTS, Providian Corporation, Louisville, KY 1994 – 1995
MANAGING DIRECTOR, AETNA Insurance Company, Hong Kong 1992 – 1993
M.B.A. The Darden School of Business Administration, University of Virginia, Charlottesville, VA
B.A. Eisenhower College, Seneca Falls, NY