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Join Wealth Management Chief Investment Officer Katie Nixon, Chief Economist Carl Tannenbaum and Chief Fiduciary Officer Pamela Lucina for a discussion on top-of-mind investment, economic and wealth planning topics following Election Day.
Katie Nixon |
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).
Carl Tannenbaum |
Pam Lucina |
Pam Lucina is the Chief Fiduciary Officer and head of the Trust and Advisory practice for Northern Trust Wealth Management. Pam works to assist clients and Northern Trust partners in achieving their goals through the use of world class tools and techniques while keeping an eye on the human element of wealth and family dynamics.
Prior to joining Northern, Pam was with BNY Mellon where she held the national role of Executive Director for their Wealth Management Advice, Planning and Fiduciary Services practice. Before that she was with JPMorgan providing wealth and estate planning services, and also spent 10 years in private practices as a tax consultant with Arthur Andersen, and in the trusts and estates departments of both Levin Schroeder and Mayer Brown law firms.
Pam has a strong background in wealth, tax, philanthropic and business owner planning; she also brings expertise in next generation education, governance and global family office matters.
She is a recognized leader and speaker within the Estate and Trust legal community.
She is a Fellow of the American College of Trust and Estate Counsel (ACTEC). Pam is a member of the National Services Leadership Team, and the Wealth Management Executive Leadership Team. These groups oversee the direction of our Wealth Management Business.
Lucina earned her bachelor’s degree from Marquette University in Business Administration and Management (BS) and her Doctor of Law (JD), Taxation from DePaul University.
Pam is a member of the Planned Giving Boards for these three Chicago institutions: The Steppenwolf Theater, Shedd Aquarium, The Hadley School for the Blind.