Michael McDuffie
- Role
- Senior Vice President and Senior Investment Officer at Northern Trust
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Michael McDuffie
Michael B. McDuffie, CFA, CPWA®, CIMA® is a Senior Vice President at The Northern Trust…
Experience
Senior Vice President and Senior Investment Officer
May 2001 — Present
Serves as the Regional Senior Investment Officer for Texas within a team of Northern Trust\'s most experienced investment management, banking, trust & estate, and asset servicing professionals in the Houston area, who together serve the wealth management needs of prominent local families Oversight of all investment management professionals in Houston and Texas Nominated as member of Investment Policy Committee (IPC) and liaison to investment research group; IPC sets global asset allocation policy for clients globally Wealth management for high net worth families Manage investment portfolios for wealthy private clients in Houston consisting of individual securities, commingled funds, alternative investment funds, and external investment managers Develop and implement investment strategies and asset allocation policies in accordance to individual portfolio objectives and constraints Actively participate in new business development through prospect presentations for both institutional and private client opportunities
Skills
- Investment Management
- Investments
- Investment Advisory
- Wealth Management
- Estate Planning
- Investment Strategies
- Alternative Investments
- Portfolio Management
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