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Northern Trust Appoints Jim Ward Senior Investment Officer in Western Michigan
Rhea-AI Impact
(Low)
Rhea-AI Sentiment
(Neutral)
Tags
management
Rhea-AI Summary
Northern Trust has appointed Jim Ward as Senior Investment Officer and Senior Vice President in the Western Michigan Office. With over 35 years of investment experience, he previously served at Fifth Third Bank as Director of Regional Portfolio Management. Ward's leadership aims to enhance Goals Driven advice to high net worth clients and institutions. Northern Trust, ranked among the top 10 U.S. wealth managers, manages $352.8 billion in assets as of June 30, 2022.
Positive
Jim Ward's extensive investment experience may strengthen the leadership team.
The appointment could enhance service delivery in Western Michigan.
Negative
Potential concerns over continuity and adaptation of leadership style.
GRAND RAPIDS, Mich.--(BUSINESS WIRE)--
Northern Trust has appointed Jim Ward Senior Investment Officer and Senior Vice President in the Western Michigan Office, where he will lead the investment team in their delivery of Goals Driven advice to high net worth clients and institutions.
Ward, who brings more than 35 years of investment experience to this role, joins Northern Trust from Fifth Third Bank. There, he most recently served as Director of Regional Portfolio Management and had oversight responsibilities for the Michigan and Northern Ohio portfolio management teams based in Grand Rapids, Detroit, Traverse City, Toledo, and Cleveland.
“Jim’s experience and expertise in investment management will assist our entire team as we continue to expand our offerings in Western Michigan,” said Alison Mast, Managing Director of the West Michigan region for Northern Trust Wealth Management.
Ward received his bachelor’s degree in finance from Michigan State University. He is a member of the West Michigan CFA Society and past president of the Toledo CFA Society.
Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses. It is recognized for its innovative technology, service excellence and depth of expertise and ranks among the top 10 U.S. wealth managers, with $352.8 billion in assets under management as of June 30, 2022. The Northern Trust Company is an Equal Housing Lender. Member FDIC.
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 23 U.S. states and Washington, D.C., and across 23 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of June 30, 2022, Northern Trust had assets under custody/administration of US$13.7 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 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.
