Sign In  |  Register  |  About Pleasanton  |  Contact Us

Pleasanton, CA
September 01, 2020 1:32pm
7-Day Forecast | Traffic
  • Search Hotels in Pleasanton

  • CHECK-IN:
  • CHECK-OUT:
  • ROOMS:

Northern Trust Asset Management Strengthens Private Wealth Sales and Distribution

Michael Gottesman and Wesley Urick Join NTAM’s Wealth Client Group with Nearly Six Decades of Combined Industry Experience

Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.2 trillion in assets under management as of June 30, 2024, announced two strategic hires focused on serving Northern Trust Wealth Management. Michael Gottesman, CIMA, CPWA has joined as National Sales Manager, Wealth Management and Wesley Urick has joined as Head of Strategic Accounts, Wealth Management.

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 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.

“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 Illinois.

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 $1.2 trillion in assets under management as of June 30, 2024, we understand that investing ultimately serves a greater purpose and believe investors should be compensated for the risks they take — in all market environments and any investment strategy. That’s why we combine robust capital markets research, expert portfolio construction and comprehensive risk management in an effort to craft innovative and efficient solutions that seek to deliver targeted investment outcomes. As engaged contributors to our communities, we consider it a great privilege to serve our investors and our communities with integrity, respect and transparency.

Northern Trust Asset Management is composed of Northern Trust Investments, Inc., Northern Trust Global Investments Limited, Northern Trust Fund Managers (Ireland) Limited, Northern Trust Global Investments Japan, K.K., NT Global Advisors, Inc., 50 South Capital Advisors, LLC, Northern Trust Asset Management Australia Pty Ltd, and investment personnel of The Northern Trust Company of Hong Kong Limited and The Northern Trust Company.

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 24 U.S. states and Washington, D.C., and across 22 locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of June 30, 2024, Northern Trust had assets under custody/administration of US$16.6 trillion, and assets under management of US$1.5 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 X (formerly 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.

Contacts

Data & News supplied by www.cloudquote.io
Stock quotes supplied by Barchart
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms and Conditions.
 
 
Photography by Christophe Tomatis
Copyright © 2010-2020 Pleasanton.com & California Media Partners, LLC. All rights reserved.