In his role as Executive Vice President of Northern Trust, Jim led the Advisory Services group of the company’s Wealth Management division, with national responsibility for services to business owners, families and individuals in the areas of financial planning, investment strategies, family education & governance, and planning for future generations. Before taking on national responsibilities, Jim established Northern Trust’s Milwaukee office and served as the Midwestern States’ regional chief investment officer.
Prior to Northern Trust, Jim was a member of the Management Committee of Johnson Financial Group, a bank holding company owned by the Samuel C. Johnson family, and President of Johnson Asset Management and Johnson Trust Company. Before that, Jim was Senior Vice President and Director of Robert W. Baird & Co., where he was a member of the Management Committee and Investment Policy Committee.
Jim is a director of the Centers for Transfusion and Transplant Medicine, BloodCenter of Wisconsin, and City Year Milwaukee. He is a member of the University of Wisconsin Department of Economics Advisory Board, Milwaukee Art Museum’s President’s Circle, and a former director of Northern Trust Bank fsb, Northern Trust Global Advisors, Northern Trust Securities, Inc. and Robert W. Baird & Co. He earned a BA degree in Economics from the University of Wisconsin – Madison.
Said founder and managing partner, John Evans, "Jim’s vast experience with investment markets and the financial services industry will strengthen Marietta for years to come."
