Scott Russo

Role: 2nd Vice President - Northern Trust Private Wealth Management at Northern Trust
Location: Boston, MA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

2nd Vice President - Northern Trust Private Wealth Management
Northern Trust
Aug 2016 — Present
Work closely with senior portfolio managers and sales staff, executing daily transactions, tax loss harvesting, portfolio construction & rebalancing-Allocate assets based on clients risk tolerance, long and short term goals, and market trends-Use a full array of estate planning and financial tools to model future results, and appropriate portfolio positioning-Analyze clients performance and build out custom charts, graphs & reports-Assist the sales team to close out new business in the pipeline.

Contact information

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Work email
•••••@northerntrust.com
Personal email
•••••@•••••.com
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Current company

Northern Trust

Financial Services · 10K employees · Founded 1889 · 50 S. La Salle, Chicago, Illinois, 60603, US

As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity. A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence. Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units: Wealth Management Asset Management Asset Servicing Technology Corporate Functions Join a Team That’s Made for Greater At Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you. As of December 31 2024, Northern Trust had: $16.8 trillion assets under custody/administration $13.3 trillion in assets under custody $1.6 trillion in assets under management $156 billion in banking assets Stay connected with us: NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/

northerntrust.com

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Experience

2nd Vice President - Northern Trust Private Wealth Management

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