Northern Trust has strengthened its wealth management sales capabilities with two strategic hires.
The $1.2 trillion AUM Northern Trust Asset Management has hired Michael Gottesman, CIMA, CPWA as national sales manager for its wealth management unit while Wesley Urick will head up the unit’s strategic accounts team.
Gottesman was most recently at Invesco where he was senior vice president and sales director for the Central division. His 27 year industry career includes two decades at Oppenheimer Funds in various roles focused on intermediary clients.
Urick has been in the industry for 30 years and was ost recently director of Global Banks and Subadvisory in the Strategic Client Group at Principal Asset Management. Before that he held sales and business development roles at BlackRock as well as roles at Wilshire Associates, Inc., Robert W. Baird & Co., and Morgan Stanley Dean Witter.
The new hires are both located in Chicago and report to NTAM Wealth Client Group co-heads Sunitha Thomas, CFA and Suzanne Casey.
“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.
Northern Trust has been bolstering its leadership across several divisions and the overall firm in the past year including NTAM hiring a former Goldman Sachs Asset Management leader as its global head of product strategy and a newly created chief operating officer role and the pivot of former CFO Jason Tyler to head up wealth management.
George Tamer, recently named as the "channel enablement leader" at Wells Fargo, worked at TD Ameritrade for 20 years until 2021.
Industry veterans make the move to expanding firms.
Credit card balances have increased as spending beats expectation.
BofA says it was the biggest single day gain in five months.
Markets wanted greater signals on Fed's future moves.
A great man died recently, but this did not make headlines. In fact, it barely even made the news. Maybe it’s because many have already mourned the departure of his greatest legacy: the 60/40 portfolio.
Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.