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Northern Trust strengthens Foundation & Institutional Advisors Group

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Northern Trust has added two new team members to the Foundation & Institutional Advisory Group in the Midwest. Gregory S Jordan (pictured) and Christine A Holm will enhance the firm’s ability to serve midsize foundations, endowments and nonprofit institutions in the development of comprehensive financial solutions to meet their financial goals. Jordan and Holm are both based in Chicago.

Foundation & Institutional Advisors is a dedicated practice within Northern Trust that serves nonprofit organisations through sophisticated investment management, investment consulting, asset allocation, manager selection, custody and performance reporting, and investment and spending policy design.
 
“Greg and Christine bring many years of experience working with institutional clients,” says National Foundation & Institutional Advisory Group Director Darius Gill. “As we continue to accelerate the growth of our institutional nonprofit business, we are confident Greg and Christine will play pivotal roles.”
 
Jordan is Senior Vice President and appointed to the role of Managing Director for the Central Region. Jordan has more than 20 years of experience providing sound investment management for clients and has spent most of those years in a leadership capacity. Prior to joining Northern Trust, Jordan served as the National Philanthropic Investment Officer for Wells Fargo. In that role, Jordan provided leadership over all of the investment activities for USD24 billion in assets under management and worked with non-profit and charitable institutions in the development of tailored investment strategies aligned with their unique mission. Jordan earned his Master of Business Administration from Wayne State University and his Bachelor of Arts degree in economics from the University of Michigan.
 
Holm is Vice President and appointed to the role of Regional Director for the Central Region. Holm has specific expertise in the infrastructure and management of foundations, endowments, and retirement plans. She has more than 20 years of investment management experience, having worked in both the for profit and not-for-profit sectors during that time. Prior to joining Northern Trust, she spent fifteen years as Vice President and Director of Charitable Management Services at Fifth Third Bank.

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