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Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

北方信託資產管理加強私人財富銷售和分銷
北方信托 ·  10/09 00:00

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,全球領先的投資管理公司北方信託資產管理公司(NTAM)宣佈了兩名戰略員工,專注於爲北方信託财富管理提供服務。邁克爾·戈特斯曼,CIMA,CPWA已加入,擔任财富管理全國銷售經理,韋斯利·烏里克以财富管理戰略客戶主管的身份加入。

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將領導銷售和客戶服務戰略,爲北方信託财富管理提供投資專業知識、差異化解決方案和強大的客戶體驗。Urick將領導NTAM與北方信託财富管理公司的投資業務的戰略關係,以主動了解他們的需求並提供有競爭力的產品和服務平台。Gottesman和Urick居住在芝加哥,向NTAM Wealth客戶集團聯席負責人蘇妮莎·托馬斯、特許金融分析師和蘇珊娜·凱西彙報。

"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.

「邁克爾和韋斯利都擁有豐富的銷售專業知識和財務頭腦。在他們的領導下,NTam將推動增長並加強關係,同時提供卓越的客戶服務和創新的投資解決方案,」 托馬斯說。

"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.

「通過將這兩位成就卓著的行業資深人士加入我們的團隊,nTam將加強我們對北方信託财富管理的服務和產品。邁克爾和韋斯利體現了我們客戶服務的指導原則,同時還提供前瞻性的投資解決方案和產品,以幫助我們的客戶實現其獨特的目標,」 凱西說。

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年的行業資深人士,曾在景順和奧本海默基金擔任銷售領導職務。最近,他在景順擔任高級副總裁兼中央分部銷售總監。此前,他在奧本海默基金工作了20多年,擔任過以中介客戶爲重點的各種職位。Gottesman 擁有密歇根大學羅斯商學院的工商管理碩士學位和賓厄姆頓大學的學士學位。

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 爲 NTam 帶來了 30 多年的銷售和投資管理專業知識。最近,Urick曾在信安資產管理公司擔任全球銀行和戰略客戶組次級諮詢總監。在加入 Principal 之前,他在貝萊德工作了 15 年,擔任銷售和業務發展領導職務,包括擔任國民帳戶高級關係經理。在他職業生涯的早期,他曾在威爾希爾聯合公司、羅伯特·貝爾德公司和摩根士丹利迪恩·威特擔任過各種銷售和交易職務。Urick 擁有芝加哥大學布斯商學院的工商管理碩士學位和伊利諾伊大學的學士學位。

About Northern Trust Asset Management

關於北方信託資產管理

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是一家全球投資管理公司,幫助投資者駕馭不斷變化的市場環境,努力實現其長期目標。截至2024年6月30日,我們受託管理着1.2萬億美元的資產,我們知道投資最終會達到更大的目的,並認爲在所有市場環境和任何投資策略中,投資者所承擔的風險都應得到補償。這就是爲什麼我們將強大的資本市場研究、專家投資組合構建和全面的風險管理相結合,努力制定創新、高效的解決方案,力求實現有針對性的投資成果。作爲我們社區的忠實貢獻者,我們認爲能夠以誠信、尊重和透明的方式爲我們的投資者和社區提供服務是一種極大的榮幸。

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.

北方信託資產管理由北方信託投資有限公司、北方信託全球投資有限公司、北方信託基金經理(愛爾蘭)有限公司、日本北方信託環球投資有限公司、Nt Global Advisors, Inc.、50家南方資本顧問有限責任公司、北方信託資產管理澳大利亞有限公司以及香港北方信託公司和北方信託公司的投資人員組成。

About Northern Trust

關於北方信託

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.

北方信託公司(納斯達克股票代碼:NTRS)是爲企業、機構、富裕家庭和個人提供财富管理、資產服務、資產管理和銀行業務的領先提供商。Northern Trust 於 1889 年在芝加哥成立,業務遍及全球,在美國24個州和華盛頓特區設有辦事處,在加拿大、歐洲、中東和亞太地區設有22個地點。截至2024年6月30日,北方信託的託管/管理資產爲16.6萬億美元,管理的資產爲1.5萬億美元。130 多年來,Northern Trust 憑藉卓越的服務、財務專業知識、誠信和創新贏得了行業領導者的榮譽。在 northerntrust.com 上訪問我們。在 X(前身爲 Twitter)@NorthernTrust 上關注我們,或者在 LinkedIn 上關注北方信託公司。

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 .

北方信託公司,總部:美國伊利諾伊州芝加哥市南拉薩勒街 50 號 60603,在美國註冊成立有限責任公司。全球法律和監管信息可在以下網址找到。

声明:本內容僅用作提供資訊及教育之目的,不構成對任何特定投資或投資策略的推薦或認可。 更多信息
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