Kathryn Cureton

About Kathryn Cureton

I\'m a successful financial professional with 20+ years of experience overseeing and managing fiduciary account administration for individuals, families and foundations. I leverage my finely-honed interpersonal and time management skills to successfully build and maintain relationships. I\'m energetic and goal-oriented with a genuine passion to support an organization in optimizing performance and growth.

Experience

1. Vice President Senior Account Specialist

   Northern Trust

   Apr 2025 — Present

   As a Senior Account Specialist in Wealth Management, I address the complex financial requirements of individuals and families with substantial wealth who utilize multiple investment managers, have complex investment reporting and planning needs. I’m responsible for the administration and coordination of all services provided to my family relationships by The Northern Trust Company, this includes investment management, custody, banking, fiduciary, partnership accounting and tax services. • Manage accounts in accordance with fundamental fiduciary duties, considering legal requirements, and interpreting the terms of the governing documents. • Acts as a lead point of contact with responding to daily requests from clients to execute cash transactions, security gift requests to charities and ad hoc research request. • Ensure all relationships are in compliance and adhering to regulatory policies and procedures.

Education

• Chicago State University

  Bachelor of Arts (BA), Minor - Finance

Skills

• Managerial
• Hedge Funds
• Client-Focused
• Microsoft Excel
• Microsoft Word
• Wealth Management
• Fixed Income
• Partner Support
• Asset
• Asset Management
• Portfolio Management
• Asset Servicing
• Investments
• Finance
• Financial Analysis
• Partnership-Building
• Financial Services
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Partnership Accounting