Jason Lawit
Region President @Northern Trust
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WORK HISTORY
Region President @Northern Trust
Lead the Northern Trust Southern California client service capabilities: coordinating and implementing investment and broader wealth strategies for private clients and small and mid sized tax-exempt and institutional clients. Responsible for all aspects of region\'s performance: business development, client servicing, messaging, content delivery and partner management. Provided leadership for the integration of Waterline Partner’s goals driven wealth management initiative across the enterprise. In addition to client service and delivery, devote time to firm management and investment capability development. Deep interest in human design component of wealth management.
ABOUT JASON LAWIT
Senior Wealth Management Executive. Lead top performing, multi-disciplinary wealth…
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