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This office is temporarily available by appointment only.
This office is temporarily available by appointment only. Please call the office or your relationship manager to arrange an appointment on a Tuesday or Friday from 10:00a.m.-2:00p.m. Every effort will be made to serve individuals at high risk between the hours of 10:00a.m.–12:00p.m. For assistance with managing your accounts during business hours, please call 866-876-9944 or log in to Private Passport.
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Northern Trust
San Diego

Location Details
By Appointment Only
Closed Today 10:00 AM - 2:00 PMClosed Today Closed Today 10:00 AM - 2:00 PMClosed Today Closed Today
4747 Executive Drive
Suite 1100
San Diego, CA 92121
US
ATM Available
Cash services unavailable at this location.

Lobby Banking Hours

Business Hours

About Northern Trust San Diego

Northern Trust offers holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. Drawing from over 130 years of experience and serving over 25% of the Forbes 400 Wealthiest Americans, our advisors bring unrivaled insight into the complexities of managing wealth. Our firm is recognized for innovative technology, service excellence and depth of expertise across all aspects of financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication and more.

Our advisors are backed by The Northern Trust Institute, a research center established to develop insights that are grounded in real-world outcomes and specialized expertise. More than 175 experts collaborate to analyze behavioral patterns, identify the most effective client strategies and curate advice around important life moments.

Paul Thiel, Regional President

Paul Thiel

Region President

As Market President, Paul leads the San Diego team in building dynamic and innovative financial solutions for clients.
Business Specialties
Banking & Lending
Flexible lending and cash management services customized to address personal and business financial needs.
Investing
Portfolios grounded in robust research and focused on real returns.
Trust and Estate Services
Fiduciary expertise to help preserve and protect your wealth and legacy.
Special Asset Advice and Services
Commercial and Residential Real Estate; Farmland and Timber; Oil, Gas & Minerals.
Goal-Based Planning and Advice
Goals-based services to manage the complexities and generational challenges of wealth.
Business Expansion and Succession Planning
Specialized guidance and services to grow, manage and protect what you have built.
Asset Servicing
Asset servicing, fund administration, global custody and depositary.
Regulatory Risk
Regulatory, risk, analytics and performance solutions.
*Account transaction fees apply.

**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.
Meet the San Diego Leadership Team
At the Northern Trust San Diego Location we have a team of experts ready to help meet your finance needs. Learn more about our local experts.
Find the right advice for you
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    Photo of Barry Levine
    Barry Levine
    Senior Wealth Advisor
    Photo of Bill Chenoweth
    Bill Chenoweth
    Senior Investment Officer
    Photo of Brian McDermott
    Brian McDermott
    Senior Fiduciary Officer
Connect with Northern Trust San Diego
The Comeback
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Expert Jan Huerta
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THE NORTHERN TRUST INSTITUTE
Explore wealth strategies that are informed by research, grounded in real-world outcomes and tailored to you.
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