SENIOR VICE PRESIDENT, NORTHERN TRUST
WHY: Spearheads new business strategy and local growth for Newport Beach office of firm, ranked among top 10 U.S. wealth managers, with nearly $1T in assets under management. Local office counts $9B in AUM.
IN THE NEWS: Promoted to post in 2022. Speaker during the Business Journal’s 2023 Innovator of the Year Awards, introduced one of five honorees.
NOTABLE: Northern Trust featured as one of the Business Journal’s 2022 Companies that Care: frequent giver to local charitable causes. Concordia University graduate; previously worked for Stephen Jarislowsky, known as the “Warren Buffett of Canada.