Northern Trust Asset Management Names Co-Head of Wealth Client Group

By: Northern Trust Asset Management via Business Wire

January 08, 2024 at 11:00 AM EST

Suzanne Casey to Co-Lead Team Dedicated to Wealth Management Clients

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.09 trillion in assets under management as of September 30, 2023, announced today that Suzanne Casey has joined NTAM as co-head of the Wealth Client Group.

NTAM created the Wealth Client Group in 2023 to provide dedicated leadership and strengthened services for clients in the wealth management, family offices and intermediary markets. Casey brings 30 years of sales and leadership experience to this role, and will co-lead the Wealth Client Group with Sunitha C. Thomas. Both report to NTAM President Daniel Gamba.

“With Northern Trust’s deep expertise serving wealth management clients and Suzanne’s proven track record of sales excellence, I am confident we will meet and exceed the expectations and investment needs of our clients in the intermediary wealth management industry,” Gamba said. “Under the capable leadership of Suzanne and Sunitha, NTAM’s new Wealth Client Group is well positioned to further strengthen our relationships and drive continued growth within the wealth management, family offices and intermediary wealth markets.”

Northern Trust manages more than $350 billion for private wealth clients across individual securities, SMAs, mutual funds and ETFs.

Casey has held a variety of leadership roles at financial services firms. Most recently, she was managing director and head of sales and distribution at Hilton Capital Management. Previously, she was regional sales manager at Vanguard, client advisor at J.P. Morgan Asset Management, national sales manager and co-head of wealth management distribution at Merrill Lynch & Co. and a regional director at Goldman Sachs.

About Northern Trust Asset Management

Northern Trust Asset Management is a global investment manager that helps investors navigate changing market environments in efforts to realize their long-term objectives. Entrusted with $1.09 trillion in assets under management as of September 30, 2023, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management in an effort to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has a global presence with offices in 25 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2023, Northern Trust had assets under custody/administration of US$14.2 trillion, and assets under management of US$1.3 trillion. For more than 130 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit us on northerntrust.com. Follow us on X (formerly Twitter) @NorthernTrust or Northern Trust Corporation on LinkedIn.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/terms-and-conditions.