As a Senior Wealth Advisor at Northern Trust with 30+ years of financial advisory experience I work with high net worth and ultra high net worth families assisting them with attaining their financial objectives. Why work with me and Northern Trust?: Comprehensive expertise: --- ...more

As a Senior Wealth Advisor at Northern Trust with 30+ years of financial advisory experience I work with high net worth and ultra high net worth families assisting them with attaining their financial objectives. Why work with me and Northern Trust?: Comprehensive expertise: --- Trained in tax planning by a Big Four CPA firm (KPMG LLP) --- Trained in investments by Dean Witter Reynolds (now Morgan Stanley) --- Trained in insurance by CIGNA Financial Advisors --- Trained in banking by Citi Private Bank --- Prior work experience in both corporate finance and economic analysis Ability to call on a national team of subject matter experts (estate planning attorneys, CPAs, charitable giving specialists, investment and insurance experts, etc.) within Northern Trust Knowledge and wisdom gained from working with multiple generations of families for over 30 years.less