CHICAGO--(BUSINESS WIRE)--Northern Trust Wealth Management announced today the addition of three new team members to the Foundation & Institutional Advisors (FIA) practice. The additions of Cord Dannen, CFA, in Washington, DC; Ryan McCauley in Houston, TX and Patrick Nolan in Tampa, Fla. demonstrate the firm’s continued commitment to nonprofit and institutional clients.
FIA is a dedicated practice within Northern Trust that serves nonprofit organizations through sophisticated investment management solutions, strategic insights and world-class resources. “To further our commitment to providing an extraordinary client experience, we continue to seek talent capable of providing best-in-class advice and service to our clients,” said Darius A. Gill, National Practice Executive for FIA.
Cord Dannen is a Senior Institutional Investment Advisor in the Mid-Atlantic region and will work closely with the staff, investment committees and boards of nonprofits to develop, implement and monitor customized investment programs that support their missions and long- term investment goals. Prior to joining FIA, Dannen was an Investment Director at Cambridge Associates in Arlington, Virginia where he worked on a small team that functioned as an outsourced investment office for institutional clients. His client base included foundations and endowments, museums, colleges, universities, private pensions and single family offices. Dannen earned both his Master of Science in Accounting and MBA with a focus in Finance and Real Estate from the Kogod School of Business at American University. He received his Bachelor of Business Administration degree, with a focus in Management Consulting and Marketing, from the Goizueta Business School at Emory University. Dannen is a CFA Charterholder and a member of the CFA Society in Washington, DC. He serves on Emory University’s Oxford College Board of Counselors.
Ryan McCauley is a Regional Director in the Houston, TX market, where he works with a variety of organizations to implement customized investment solutions. He consults directly with boards and professional staff to implement consulting, asset management, custody, and planned giving services that align with their mission and values. Prior to his current position, McCauley was a Vice President and Relationship Manager for higher education, healthcare and not-for-profit clients of J.P. Morgan in Texas and Alabama. He also served J.P. Morgan endowments and foundations clients on a variety of needs, including investment policy, board governance and investment management products and services. McCauley received his Bachelor of Arts degree in English Literature from Saint Louis University. He serves on the Board of Directors for the Houston Community College Foundation and Big Brothers Big Sisters of Houston. He is a member of the Quality of Place Advisory Committee at the Greater Houston Partnership and The Anti-Human Trafficking Working Group at the Greater Houston Community Foundation.
Patrick M. Nolan is a Senior Institutional Investment Advisor based in Tampa, Florida. He will work closely with the staff, investment committees and boards to develop, implement and monitor customized investment programs that support their mission and long-term investment goals. Nolan joined Northern Trust in 2014 as a Portfolio Manager in Asset Management for the Northern Large Cap Growth and Value Portfolios. He was responsible for managing over $2 billion for individuals, retirement plans and charitable foundations. Prior to joining Northern Trust, Nolan worked for PENN Capital Management as a Portfolio Manager based in Philadelphia, Pa. Prior to that, he was a Product Analyst with Raymond James. He earned his MBA from the University of Miami and his Bachelor of Science degree in Finance from Robert Morris University in Pittsburgh, Pa. He is a Chartered Market Technician (CMT), a Level III Candidate in the CFA Program, and in the process of earning a second Master’s Degree in Accounting from Florida Atlantic University.
Northern Trust’s Foundation & Institutional Advisors (FIA) group provides investment advice, asset servicing and related services to help nonprofit organizations achieve financial and philanthropic goals cost-effectively, collaborating with board and investment committee members to assist with investment oversight. More information about Northern Trust Foundation and Institutional Advisors can be found at www.northerntrust.com/FIA.
Northern Trust Wealth Management specializes in Goals Driven Wealth Management backed by innovative technology and a strong fiduciary heritage. Northern Trust Wealth Management is ranked among the top 10 U.S. wealth managers, with $266 billion in assets under management as of June 30, 2017, and a wide network of wealth management offices across the United States.
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 22 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of June 30, 2017, Northern Trust had assets under custody of US$7.4 trillion, and assets under management of US$1.03 trillion. For more than 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 https://www.northerntrust.com/disclosures.
