Joan Solomon Client Advisor
Joined Northern Trust
2007
Education
- Masters in Business Administration from the University of Southern California
- Bachelor of Arts in Psychology and Communications from Boston College
Credentials
- Certified Financial Planner (CFP)
- Certified Trust and Fiduciary Advisor (CTFA)
Expertise
As a Client Advisor Joan is responsible for collaborating with clients and their professional advisors to develop a thorough understanding of needs and goals to create a specific financial plan incorporating investments, trust and estate planning and risk management.
Experience
Before joining Northern Trust in 2007, Joan worked at Mellon Financial in Newport Beach, California. She has been involved in the Wealth Management industry since 1998 and has held positions at NWQ Investment Management and Kayne Anderson Rudnick Investment Management, both in Los Angeles, California.