Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution
Northern Trust Asset Management (NTAM), managing $1.2 trillion in assets as of June 30, 2024, has announced two strategic hires to strengthen its Wealth Client Group. Michael Gottesman joins as National Sales Manager, Wealth Management, and Wesley Urick as Head of Strategic Accounts, Wealth Management.
Gottesman, with 27 years of industry experience, will lead sales and client service strategy. Urick, bringing over 30 years of expertise, will focus on NTAM's strategic relationship with Northern Trust Wealth Management's Investment Practice. Both are based in Chicago and report to NTAM Wealth Client Group Co-Heads Sunitha Thomas and Suzanne Casey.
These appointments aim to drive growth, strengthen relationships, and deliver innovative investment solutions to Northern Trust Wealth Management clients.
Northern Trust Asset Management (NTAM), che gestisce 1,2 trilioni di dollari di attivi al 30 giugno 2024, ha annunciato due assunzioni strategiche per rafforzare il suo Wealth Client Group. Michael Gottesman entra come Direttore Nazionale Vendite, Wealth Management, e Wesley Urick come Responsabile dei Conti Strategici, Wealth Management.
Gottesman, con 27 anni di esperienza nel settore, guiderà la strategia di vendite e servizio clienti. Urick, che porta oltre 30 anni di competenza, si concentrerà sulla relazione strategica di NTAM con la Pratica di Investimento di Northern Trust Wealth Management. Entrambi sono basati a Chicago e riferiscono ai Co-Head del Wealth Client Group di NTAM, Sunitha Thomas e Suzanne Casey.
Queste nomine mirano a stimolare la crescita, rafforzare le relazioni e offrire soluzioni di investimento innovative ai clienti di Northern Trust Wealth Management.
Northern Trust Asset Management (NTAM), gestionando 1,2 billones de dólares en activos al 30 de junio de 2024, ha anunciado dos contrataciones estratégicas para fortalecer su Wealth Client Group. Michael Gottesman se une como Gerente Nacional de Ventas, Wealth Management, y Wesley Urick como Jefe de Cuentas Estratégicas, Wealth Management.
Gottesman, con 27 años de experiencia en la industria, liderará la estrategia de ventas y servicio al cliente. Urick, que aporta más de 30 años de experiencia, se enfocará en la relación estratégica de NTAM con la Práctica de Inversión de Northern Trust Wealth Management. Ambos están basados en Chicago y reportan a los Co-Líderes del Wealth Client Group de NTAM, Sunitha Thomas y Suzanne Casey.
Estos nombramientos tienen como objetivo impulsar el crecimiento, fortalecer las relaciones y ofrecer soluciones de inversión innovadoras a los clientes de Northern Trust Wealth Management.
노던 트러스트 자산 관리(NTAM)는 2024년 6월 30일 기준으로 1.2조 달러의 자산을 관리하며, 부유산 고객 그룹을 강화하기 위한 두 명의 전략적 채용을 발표했습니다. 마이클 고테스만은 부유산 관리의 국가 판매 관리자로 합류하고, 웨슬리 유릭은 부유산 관리의 전략 계정 책임자로 합류합니다.
고테스만은 27년의 업계 경험을 바탕으로 판매 및 고객 서비스 전략을 이끌 것입니다. 유릭은 30년 이상의 전문성을 가지고 있으며, NTAM과 노던 트러스트 부유산 관리의 투자 관행 간의 전략적 관계에 집중할 것입니다. 두 사람은 시카고에 본사를 두고 있으며, NTAM의 부유산 고객 그룹의 공동 책임자인 수니타 토마스와 수잔 케이지에게 보고합니다.
이번 임명은 성장을 촉진하고 관계를 강화하며 노던 트러스트 부유산 관리 고객에게 혁신적인 투자 솔루션을 제공하기 위한 것입니다.
Northern Trust Asset Management (NTAM), gérant 1,2 trillion de dollars d'actifs au 30 juin 2024, a annoncé deux recrutements stratégiques pour renforcer son Wealth Client Group. Michael Gottesman rejoint en tant que Responsable National des Ventes, Wealth Management, et Wesley Urick en tant que Responsable des Comptes Stratégiques, Wealth Management.
Gottesman, fort de 27 ans d'expérience dans le secteur, dirigera la stratégie de vente et de service à la clientèle. Urick, apportant plus de 30 ans d'expertise, se concentrera sur la relation stratégique de NTAM avec la Pratique d'Investissement de Northern Trust Wealth Management. Tous deux sont basés à Chicago et rendent compte aux Co-Responsables de la Wealth Client Group de NTAM, Sunitha Thomas et Suzanne Casey.
Ces nominations visent à stimuler la croissance, renforcer les relations et offrir des solutions d'investissement innovantes aux clients de Northern Trust Wealth Management.
Northern Trust Asset Management (NTAM), das zum 30. Juni 2024 ein Vermögen von 1,2 Billionen Dollar verwaltet, hat zwei strategische Einstellungen bekannt gegeben, um seine Wealth Client Group zu stärken. Michael Gottesman wird als National Sales Manager, Wealth Management, und Wesley Urick als Head of Strategic Accounts, Wealth Management, eingestellt.
Gottesman bringt 27 Jahre Branchenerfahrung mit und wird die Verkaufs- und Kundenservice-Strategie leiten. Urick, der über 30 Jahre Expertise mitbringt, wird sich auf die strategische Beziehung von NTAM zur Investmentpraxis von Northern Trust Wealth Management konzentrieren. Beide sind in Chicago ansässig und berichten an die Co-Leiter der Wealth Client Group von NTAM, Sunitha Thomas und Suzanne Casey.
Diese Ernennungen zielen darauf ab, das Wachstum voranzutreiben, Beziehungen zu stärken und innovative Anlagelösungen für die Kunden von Northern Trust Wealth Management anzubieten.
- NTAM manages $1.2 trillion in assets as of June 30, 2024
- Strategic hires of two industry veterans with combined 57 years of experience
- Potential for strengthened client relationships and improved service offerings
- None.
Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience
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
“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.
“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.
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.
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
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
Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (
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
Northern Trust Corporation, Head Office: 50 South La Salle Street,
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Camilla Greene
+44 (0) 207 982 2176
Camilla.Greene@ntrs.com
US & Canada Contact:
Doug Holt
+1 312-662-8315
Doug.Holt@ntrs.com
Source: Northern Trust Asset Management
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