Northern Trust hires Gottesman, Urick to bolster wealth management sales

Northern Trust hires Gottesman, Urick to bolster wealth management sales
New strategic hires announced for wealth management team.
OCT 10, 2024

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.

Latest News

Trump account confusion is widespread among parents — and advisors have an opening
Trump account confusion is widespread among parents — and advisors have an opening

Only 7% of U.S. parents are "very confident" they understand how the Trump accounts work, says Omni Calculator

Receiver sues to recover alleged Traders Domain Ponzi profits
Receiver sues to recover alleged Traders Domain Ponzi profits

One transfer alone came to $5.6m, and the receiver says none of it was real profit.

SEC accuses S2A Modular founders of alleged $65 million investor fraud
SEC accuses S2A Modular founders of alleged $65 million investor fraud

Investors chose which factory to fund - the SEC says the money went elsewhere.

Ameriprise gets narrow relief from FINRA panel in latest recruiting dispute with LPL
Ameriprise gets narrow relief from FINRA panel in latest recruiting dispute with LPL

Ameriprise and LPL Financial for the past few years have engaged in a financial advice trade war.

Am I stuck? Rethinking career mobility at every stage
Am I stuck? Rethinking career mobility at every stage

Why advisors at every stage may have more leverage, flexibility, and strategic options than they realize.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income