FINANCIAL SERVICES
Northern Trust is proud to announce the promotion of Monika Lopez to the role of Senior Vice President and Senior Investment Officer for its Orange County Office.
Monika, who joined Northern Trust in 2006, has an extensive background in providing comprehensive wealth management services to families and organizations. In her new role as Senior Investment Officer, Monika will lead and oversee the investment activities of the local team, while assisting clients to achieve their ultimate goals under Northern Trust’s goals-driven Wealth Management framework.
Monika is a member of the Orange County CFA Society. In her free time, she enjoys traveling with her husband and being outdoors with her dogs.
Congratulations Monika on your well-deserved promotion.
