Maureen Lyons de Gonzalez

About Maureen Lyons de Gonzalez

Experienced Senior Portfolio Manager and CFA Charterholder with a demonstrated history of…

Experience

1. Senior Portfolio Manager

   Northern Trust

   Dec 2000 — Present · Miami, TX, US

   I manage money for high net worth individuals and institutions. At Northern Trust, we take a holistic approach to wealth management by focusing on your long term planning needs. In addition, the complexity of your finances requires a coordinated approach. We provide guidance in the following areas:Business Advisory Services: Providing solutions that integrate your business objectives with your individual and family goals.Family Education and Governance Advisory Services: Bringing your family together in conversation to create a shared vision of wealth.Financial Wealth Planning Advisory Services: Developing financial wealth planning strategies to help you meet your goals, from wealth accumulation to retirement.Philanthropic Advisory Services: Advising donors on charitable giving strategies to help you make a lasting impact with your wealth.Tax and Wealth Transfer Advisory Services: Optimizing your wealth by managing taxes as you accumulate and transfer wealth in an ever changing tax landscape.

Education

• The University of Chicago Booth School of Business

  CPWA

• Sophia University

  Study Abroad

• CFA Institute

  CFA Charterholder

• University of Miami Business School

  Master of Business Administration (MBA)

• University of California, Berkeley

  CIMA

• University of Miami

  Bachelor of Business Administration (BBA)