Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution
Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution
"With the addition of these two accomplished industry veterans to our team, NTAM will bolster our services and offerings to Northern Trust Wealth Management. Michael and Wesley embody our guiding principle of client service, while also providing forward-thinking investment solutions and products to help our clients achieve their unique goals," Casey said.CHICAGO — Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.2 trillion in assets under management as of June 30, 2024, announced two strategic hires focused on serving Northern Trust Wealth Management. Michael Gottesman, CIMA, CPWA has joined as National Sales Manager, Wealth Management and Wesley Urick has joined as Head of Strategic Accounts, Wealth Management.
芝加哥——截至2024年6月30日，全球领先的投资管理公司北方信托资产管理公司（NTAM）宣布了两名战略员工，专注于为北方信托财富管理提供服务。迈克尔·戈特斯曼，CIMA，CPWA已加入，担任财富管理全国销售经理，韦斯利·乌里克以财富管理战略客户主管的身份加入。
Gottesman will lead sales and client service strategy delivering investment expertise, differentiated solutions and a robust client experience to Northern Trust Wealth Management. Urick will spearhead NTAM's strategic relationship with Northern Trust Wealth Management's Investment Practice, to proactively understand their needs and offer a competitive product and service platform. Gottesman and Urick are based in Chicago and report to NTAM Wealth Client Group Co-Heads Sunitha Thomas, CFA and Suzanne Casey.
Gottesman将领导销售和客户服务战略，为北方信托财富管理提供投资专业知识、差异化解决方案和强大的客户体验。Urick将领导NTAM与北方信托财富管理公司的投资业务的战略关系，以主动了解他们的需求并提供有竞争力的产品和服务平台。Gottesman和Urick居住在芝加哥，向NTAM Wealth客户集团联席负责人苏妮莎·托马斯、特许金融分析师和苏珊娜·凯西汇报。
"Michael and Wesley both have tremendous sales expertise and financial acumen. With their leadership, NTAM will drive growth and strengthen relationships, while delivering exceptional client service and innovative investment solutions," Thomas said.
“迈克尔和韦斯利都拥有丰富的销售专业知识和财务头脑。在他们的领导下，NTam将推动增长并加强关系，同时提供卓越的客户服务和创新的投资解决方案，” 托马斯说。
"With the addition of these two accomplished industry veterans to our team, NTAM will bolster our services and offerings to Northern Trust Wealth Management. Michael and Wesley embody our guiding principle of client service, while also providing forward-thinking investment solutions and products to help our clients achieve their unique goals," Casey said.
“通过将这两位成就卓著的行业资深人士加入我们的团队，nTam将加强我们对北方信托财富管理的服务和产品。迈克尔和韦斯利体现了我们客户服务的指导原则，同时还提供前瞻性的投资解决方案和产品，以帮助我们的客户实现其独特的目标，” 凯西说。
Gottesman is a 27-year industry veteran who has held sales leadership positions at Invesco and Oppenheimer Funds. Most recently, he was Senior Vice President and Central Divisional Sales Director at Invesco. Previously, he spent over 20 years at Oppenheimer Funds in a variety of roles focused on intermediary clients. Gottesman holds an MBA from the University of Michigan Ross School of Business and a bachelor's degree from Binghamton University.
戈特斯曼是一位27年的行业资深人士，曾在景顺和奥本海默基金担任销售领导职务。最近，他在景顺担任高级副总裁兼中央分部销售总监。此前，他在奥本海默基金工作了20多年，担任过以中介客户为重点的各种职位。Gottesman 拥有密歇根大学罗斯商学院的工商管理硕士学位和宾厄姆顿大学的学士学位。
Urick brings more than 30 years of sales and investment management expertise to NTAM. Most recently, Urick was Director of Global Banks and Subadvisory, Strategic Client Group at Principal Asset Management. Prior to Principal, he spent 15 years at BlackRock in sales and business development leadership roles, including as Senior Relationship Manager for National Accounts. Earlier in his career he held a variety of sales and trading roles at Wilshire Associates, Inc., Robert W. Baird & Co., and Morgan Stanley Dean Witter. Urick holds an MBA from the University of Chicago Booth School of Business and a bachelor's degree from the University of Illinois.
Urick 为 NTam 带来了 30 多年的销售和投资管理专业知识。最近，Urick曾在信安资产管理公司担任全球银行和战略客户组次级咨询总监。在加入 Principal 之前，他在贝莱德工作了 15 年，担任销售和业务发展领导职务，包括担任国民账户高级关系经理。在他职业生涯的早期，他曾在威尔希尔联合公司、罗伯特·贝尔德公司和摩根士丹利迪恩·威特担任过各种销售和交易职务。Urick 拥有芝加哥大学布斯商学院的工商管理硕士学位和伊利诺伊大学的学士学位。
About Northern Trust Asset Management
关于北方信托资产管理
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 $1.2 trillion in assets under management as of June 30, 2024, 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是一家全球投资管理公司，帮助投资者驾驭不断变化的市场环境，努力实现其长期目标。截至2024年6月30日，我们受托管理着1.2万亿美元的资产，我们知道投资最终会达到更大的目的，并认为在所有市场环境和任何投资策略中，投资者所承担的风险都应得到补偿。这就是为什么我们将强大的资本市场研究、专家投资组合构建和全面的风险管理相结合，努力制定创新、高效的解决方案，力求实现有针对性的投资成果。作为我们社区的忠实贡献者，我们认为能够以诚信、尊重和透明的方式为我们的投资者和社区提供服务是一种极大的荣幸。
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.
北方信托资产管理由北方信托投资有限公司、北方信托全球投资有限公司、北方信托基金经理（爱尔兰）有限公司、日本北方信托环球投资有限公司、Nt Global Advisors, Inc.、50家南方资本顾问有限责任公司、北方信托资产管理澳大利亚有限公司以及香港北方信托公司和北方信托公司的投资人员组成。
About Northern Trust
关于北方信托
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 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of June 30, 2024, Northern Trust had assets under custody/administration of US$16.6 trillion, and assets under management of US$1.5 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.
北方信托公司（纳斯达克股票代码：NTRS）是为企业、机构、富裕家庭和个人提供财富管理、资产服务、资产管理和银行业务的领先提供商。Northern Trust 于 1889 年在芝加哥成立，业务遍及全球，在美国24个州和华盛顿特区设有办事处，在加拿大、欧洲、中东和亚太地区设有22个地点。截至2024年6月30日，北方信托的托管/管理资产为16.6万亿美元，管理的资产为1.5万亿美元。130 多年来，Northern Trust 凭借卓越的服务、财务专业知识、诚信和创新赢得了行业领导者的荣誉。在 northerntrust.com 上访问我们。在 X（前身为 Twitter）@NorthernTrust 上关注我们，或者在 LinkedIn 上关注北方信托公司。
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 .
北方信托公司，总部：美国伊利诺伊州芝加哥市南拉萨勒街 50 号 60603，在美国注册成立有限责任公司。全球法律和监管信息可在以下网址找到。
