Experience

• 

  Harris bank

  Jan 1998 - Jan 2002

  Senior portfolio manager

  Managed invetment portfolios for high net worth (primarily) and institutional clients. Part of team that ran the asset allocation metrics for the private bank.

• 

  Cole taylor bank

  Jan 2002 - Jan 2006

  Chief investment officer

  Responsible for investment philosophy, investment process and compliance for high net worth and 401k clients.

• 

  Northern trust

  Jan 2007 - Jan 2025

  Manage a team focusing on the middle market not for profit segment ($10 to $200 million in assets). We oversee 160 relationships with assets just under $5 billion located across the Midwest. Lead RM and Portfolio Manager for roughly $1 billion in investment assets for endowments, foudations and pension plans. Heavily involved in sales process as well as ongoing account management. Manage a team of portfolio managers and investment associates.

  • Managing Director - Foundation and Institutional Advisors

    Sept 2012 - Jan 2025

  • Senior Portfolio Manager - Foundation and Institutional Advisors

    Jan 2007 - Sept 2012
• 

  Northern trust wealth management

  Mar 2015 - now

  National practice executive - foundation & institutional advisors

  Lead a national practice that provides OCIO and philanthropic advisory services to over 400 nonprofits around the country. Doubled AUM from $11B to $23B in eight years. Increased Donor Advised Fund AUM from $330M to $1.5B in four years. Created custom Impact Investment strategy for clients and launched new Private Foundation Administration capability.