Northern Trust Appoints Managing Director and Senior Wealth Strategist for New York and Florida
July 18 2017 - 7:00AM
Business Wire
Northern Trust announced today that Lisa Marcus has joined the
company as Managing Director and Senior Wealth Strategist. Marcus
will be responsible for building and developing investment and
trust relationships with individuals, families and foundations,
with a particular focus on the ultra-high-net-worth market in
Greater New York and Florida. She will report to Stephanie Goforth,
Senior Vice President, East Region Sales and Marketing, Wealth
Management.
“Lisa’s vast expertise in building relationships and providing
wealth planning strategies for the ultra-high-net-worth clients
will add significantly to our wealth advisory capabilities. I am so
pleased to have such a seasoned professional join our growing
team,” said John Hoffman, President of Wealth Management, Northeast
Region.
“We are delighted to have Lisa’s experience to help drive growth
in our wealth management business both in Greater New York and
Florida. Her extensive expertise is invaluable in ensuring we are
best placed to meet our clients’ evolving investment needs,”
Goforth said.
Before joining Northern Trust, Marcus was with Fiduciary Trust
Company International for seven years as Managing Director and
Business Development Officer. There, she was responsible for
providing customized intergenerational wealth solutions and
addressing trust and investment needs for global entrepreneurial
and philanthropic families. With more than 30 years of wealth
management experience, Lisa has held senior positions with leading
financial institutions, including managing director of Lehman
Brothers, later known as Barclay’s Wealth, and 18 years at U.S.
Trust as a trusted advisor to wealthy entrepreneurs. Prior to that,
she was a senior tax accountant at Arthur Young & Company.
Marcus received her Bachelor of Science degree from Washington
University in St. Louis. She is Trustee, Women’s Philanthropy Board
Member, and Vice President of Planning and Allocations for Jewish
Federation of Northern New Jersey. She is a board member of Jewish
Family & Children’s Services (JF&CS) of Northern New
Jersey, and Vice President and Trustee of the JF&CS Endowment,
as well as a Berrie Fellow Leader and AIPAC Club member. In
addition, she serves on the Washington University North Jersey
Regional Cabinet, and is a Parents Council member for Washington
University and University of Pennsylvania.
Marcus will be based in Northern Trust’s Manhattan Office at 40
West 57th Street, Suite 2100, New York, NY 10019 and Boca Raton
Office at 3100 North Military Trail, Boca Raton, FL 33431.
Northern Trust Wealth Management specializes in Goals
Driven Wealth Management backed by innovative technology and a
strong fiduciary heritage. Northern Trust Wealth Management is
ranked among the top 10 U.S. wealth managers, with $260 billion in
assets under management as of March 31, 2017, and a wide network of
wealth management offices across the United States.
The Northern Trust Company is an Equal Housing
Lender. Member FDIC.
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 offices in the
United States in 19 states and Washington, D.C., and 22
international locations in Canada, Europe, the Middle East and the
Asia-Pacific region. As of March 31, 2017, Northern Trust had
assets under custody of US$7.1 trillion, and assets under
management of US$1 trillion. For more than 125 years, Northern
Trust has earned distinction as an industry leader for exceptional
service, financial expertise, integrity and innovation. Visit
northerntrust.com or follow us on Twitter @NorthernTrust.
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/disclosures.
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Northern Trust CorporationDoug
Holt312-557-1571dh124@ntrs.comhttp://www.northerntrust.com
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