Diego Zambrano

Senior Portfolio Advisor at Northern Trust Corporation

Role
Senior Vice President - Senior Portfolio Advisor at Northern Trust
Location
Naples, FL, US
LinkedIn followers
500 followers

About Diego Zambrano

Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. We are recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more. I’m a Portfolio Advisor at Northern Trust Wealth Management serving as an advisor to individuals and families in the management of their wealth. My focus is on delivering holistic and comprehensive wealth management advice to my clients. As a Northern Trust Wealth Management Partner I strive to deliver exceptional service to our clients and put their interests above all else.

Experience

  1. Senior Vice President - Senior Portfolio Advisor

    Northern Trust

    Mar 2026 — Present

Education

  • University of Chicago Booth School of Business Executive Education

    Certified Private Wealth Advisor Certification

  • Baruch College

    BBA, Finance

    2002 — 2006

  • Baruch College

    Master of Business Administration (MBA), Finance and Real Estate

    2009 — 2012

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Diego Zambrano — Senior Vice President - Senior Portfolio Advisor at Northern Trust in Naples, FL, US | Unifers