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Grace Ma, CFP, CFA

Grace Ma, CFP, CFA

Executive Financial Planner

Followers of Grace Ma, CFP, CFA484 followers
location of Grace Ma, CFP, CFALos Angeles, California, United States

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  • Timeline

  • About me

    Senior Vice President at Northern Trust

  • Education

    • Maryknoll Convent School

      1981 - 1993

    • Duke University - The Fuqua School of Business

      2002 - 2004
      MBA Finance, General

      Activities and Societies: International Chair of Finance Club. Corporate and Alumni Relations Chair of Asian Business Club. Social Chair of International Business Club. Active member of Fuqua Music. Recipient of Sax/Baldridge Award - 2003 Small Business Consulting Team Co-Runner up. Invited speaker at the 2004 Financial Planning Symposium (50+ attendance) hosted by the National Association of Asian American Professionals and the Asian Business Club.

    • Stanford University Graduate School of Business

      2018 - 2018
      Executive Education Management

      Advanced Leadership Program for Asian American Executives.

    • University of Illinois Urbana-Champaign

      1993 - 1997
      Bachelor or Science Finance

      Activities and Societies: Elected representative to Residence Hall Floor Government. Committee member of AIESEC Finance Division. Member of Financial Management Honor Society. Senior General Manager of Student Credit Union Co-op. Recipient of Intern of the Month Award (1997). Summa cum laude. Dean's Lists.

  • Experience

    • Goldman Sachs

      Jan 1997 - Jan 2002
      Executive Financial Planner

      Developed and implemented financial plans for Fortune 500 C-suite top corporate executives and high net worth individuals. Direct experience included retirement planning, cash flow planning, education planning, single stock concentration, company stock options/restricted stock, income tax planning, charitable giving, and asset allocation. Consistent winner of annual company awards (2 service excellence and 2 team player).

    • Northern Trust

      Jun 2004 - now
      Senior Vice President

      Provide integrated wealth management advisory services to ultra high net worth individuals. Specialize in serving complex family needs for domestic clients and inbound wealth from cross-border clientele. Strong focus on income and estate tax alpha. Direct client-facing experiences include comprehensive financial planning, investment consulting, education funding, income tax planning, estate planning, insurance, and options. Invited speaker at "Master Series" events including Tax-Efficient Investing, Tax and Wealth Planning Updates, Women and Wealth issues. Consistent winner of annual company awards across the West Region (3 President's Circle, 1 MVP, and 1 Innovation). Show less

  • Licenses & Certifications

    • Certified Financial Planner

    • Chartered Financial Analyst