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Jason Mann, CFA

Jason Mann, CFA

Global Opportunities in Leadership Development (GOLD) Program

Followers of Jason Mann, CFA917 followers
location of Jason Mann, CFANew York, New York, United States

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  • Timeline

  • About me

    Senior Vice President & Senior Portfolio Advisor at Northern Trust

  • Education

    • Washington University in St. Louis

      2007 - 2011
      Bachelor of Science in Business Administration Majors in Finance, Marketing, & International Business

      Activities and Societies: Alpha Epsilon Pi, Delta Sigma Pi

  • Experience

    • Northern Trust Corporation

      Aug 2011 - Sept 2012
      Global Opportunities in Leadership Development (GOLD) Program

      Participated in Northern Trust’s management training program and completed rotations in Investment Strategy, Tax Advantaged Equity, Wealth Management, and Short Duration Fixed Income.

    • Northern Trust Wealth Management

      Sept 2012 - now

      • Senior Vice President & Senior Portfolio Advisor

        Mar 2024 - now

      • Vice President & Senior Portfolio Advisor

        Feb 2017 - Mar 2024

      • Second Vice President & Associate Portfolio Manager

        Jul 2015 - Feb 2017

      • Senior Investment Associate

        Sept 2012 - Jul 2015

  • Licenses & Certifications

    • Chartered Financial Analyst (CFA) charterholder

      CFA Institute
      Aug 2016