Philip J. Hayes Regional Wealth Advisor
Joined Northern Trust
Education
- Bachelor of Arts degree in Economics from UCLA
- Juris Doctor from Hastings College of Law at the University of California
- Fellow of the American College of Trust & Estate Counsel
Expertise
In this position, Phil brings his extensive technical expertise to Northern Trust and works exclusively on our complex individual and family relationships for ultra-high net worth clients who desire a sophisticated, multi-disciplinary and multi-generational wealth plan.
Experience
Phil is an experienced financial services professional and seasoned senior executive leader. With twenty years at Bessemer Trust, Phil served as Managing Director and Senior Fiduciary Counsel for the West Region. He was also the Deputy Trust Head at First Republic Trust Company and has extensive experience in estate planning. For over fifteen years, Phil has given an impressive array of financial and estate planning presentations to esteemed organizations and has been published in several respected journals.
Community Involvement
Previously, he served as President of the San Francisco Estate Planning Council, Co-Chair of the Individual and Fiduciary Income Tax Committee, ABA Real Property Trust and Estates Section, and Executive Committee of the State Bar of California Trusts and Estates Section.