Northern Trust has bolstered its wealth management team in Washington, D.C., with the addition of veteran advisor Brian Heilman to its staff. Heilman joins the company’s wealth management division as a senior portfolio manager and will work with a team of financial planners, trust advisors, private bankers and others to “create and execute tailored investment programs for clients,” the bank said in a statement.
Heilman reports to Joanie Stringer, managing director of the Washington, D.C., office, which opened in October to snag wealth management business in the area.
Heilman most recently was a senior portfolio manager for U.S. Trust/Bank of America Private Wealth Management and its predecessors in the greater D.C. area. He has 24 years of investment experience and has served entrepreneurs, corporate executives, nonprofit organizations and family entities with complex balance sheets, according to Northern Trust.
Heilman began his investment career at Dimensional Fund Advisors. He served for five years as an officer and trader in the Tokyo and Los Angeles offices of what is now Bank of America. He also worked as a portfolio manger for Banc One Investment Advisors.
“We’re confident that Brian’s depth of expertise and experience as a portfolio manager will provide tremendous value to our clients in Washington, D.C.,” Joanie Stringer, managing director of the D.C. office, said in statement.
Northern Trust, a financial holding company based in Chicago, has offices in 18 U.S. states and 16 international locations in North America, Europe, the Middle East and the Asia-Pacific region.
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