Northern Trust Strengthens Wealth Advisory Services Team in New York with Key Addition

Paul Lee Appointed as Senior Regional Wealth Advisor

NEW YORK--()--Northern Trust (Nasdaq: NTRS), announced today that Paul S. Lee has joined the firm’s Wealth Advisory Services group, which specializes in serving high-net-worth clients with investment management, trust and banking solutions.

Based in New York, Lee is a senior vice president and senior regional wealth advisor, reporting to John Hoffman, head of Northern Trust Wealth Management’s greater New York region. Lee brings more than 20 years of tax, estate planning and investment experience in both the United States and United Kingdom.

“We’re pleased to have such a seasoned professional join our growing Wealth Management team in our Manhattan office,” Hoffman said. “Paul’s expertise, both from working with high-net-worth clients and extensive proprietary research in investment strategy and planning, will greatly benefit our wealth advisory capabilities and the clients we serve.”

Prior to joining Northern Trust, Lee served as National Managing Director, Wealth Management Group & Global Family Office Group, in the New York Office of AB Bernstein Private Wealth Management, where he provided customized wealth planning solutions for family offices and ultra-high-net-worth clients. Earlier in his tenure at Bernstein, he was responsible for opening the firm’s first non-U.S. private client office based in London. As Managing Director, London Private Client Sales Group, he established the investment infrastructure for all of Bernstein’s non-U.S. private clients.

Lee began his career practicing law at various firms, eventually becoming a Partner in the Tax, Estate Planning and Wealth Protection Group at Smith, Gambrell & Russell, LLP. He is admitted to practice law in Florida and Georgia and is a member of the American Bar Association in both states. Lee received his Bachelor of Arts cum laude in Chemistry and English from Cornell University and both his J.D. and LL.M. with honors from Emory University School of Law.

Paul Lee is based in Northern Trust’s New York office:
40 West 57th Street, Suite 2100
New York, NY 10019
212-339-7212
psl6@ntrs.com

About Northern Trust Wealth Management

Northern Trust Wealth Management specializes in goals-driven financial advice backed by innovative technology and a strong fiduciary heritage. Northern Trust Wealth Management is ranked among the top 10 U.S. wealth managers with $233.1 billion in assets under management as of March 31, 2015, and a wide network of wealth management offices across the United States and abroad. The Financial Times Group has named Northern Trust Best Private Bank in the USA for six consecutive years. In 2014 Northern Trust was also named Best Private Bank for Socially Responsible Investing.

The Northern Trust Company is an Equal Housing Lender. Member FDIC.

About Northern Trust

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 20 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2015, Northern Trust had assets under custody of US$6.1 trillion, and assets under management of US$960.1 billion. For 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at http://www.northerntrust.com/disclosures.

Contacts

Northern Trust
Media Contact:
Priscilla Li, (212) 339-1964
priscilla_li@ntrs.com
http://www.northerntrust.com

Contacts

Northern Trust
Media Contact:
Priscilla Li, (212) 339-1964
priscilla_li@ntrs.com
http://www.northerntrust.com