Investment Solutions
A Wide Variety of Solutions to Help Meet Your Goals
We implement your investment strategies through a portfolio construction process utilizing a wide range of investment options including both proprietary and leading third-party investment managers.
Cash
Short-term portfolio management services designed to meet your liquidity and yield requirements.
Fixed Income
A variety of solutions to help you manage risk while providing a dependable stream of income.
Equity
We select individual stocks based on quality and capital appreciation potential, regardless of equity style and offer equity diversification through mutual funds.
Manager of Managers
A program offering a trusted, single source for diversification across multiple asset classes and investment managers.
Hedge Fund of Funds
To help you control risk through diversification, our fund of funds structure provides access to a range of strategies, managers, markets, instruments and investment techniques.
Private Equity
Private equity investing — taking equity positions in privately held companies — offers high potential returns, diversification away from public equity markets, and tax efficiency.
Single Stock Exposure Management
We act as an independent advisor to holders of concentrated stock holdings. Our sole purpose is to help you identify and structure the optimum solutions to your needs.
Tax Advantaged Equity
We aim to provide tax advantaged programs to meet your unique objectives.
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Katie Nixon, CFA, CIMA, CPWA |
Katie Nixon, CFA, CIMA, CPWA
Katie is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 60+ Wealth Management offices. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee. Katie was selected as one of Private Asset Management’s ‘50 Most Influential Women in Private Wealth’ for 2016.
Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.
Katie received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).