Caitlin Wysocki Director of Client Development | Global Family Offices
JOINED NORTHERN TRUST
Education
- Bachelor of Science in Finance, University of Iowa
Credentials
- Holds NASD Series 7 and 63 licenses
Expertise
Caitlin Wysocki is a Vice President and serves as Director of Client Development in the Global Family & Private Investment Offices (GFO) Group. In this role, Caitlin is focused on client and advisor development for the Ultra High Net Worth and Family Office market. She works with families, family offices, private trust companies, private investment companies, and their key advisors to develop solutions for their investment management, asset servicing, fiduciary, banking, and advisory needs. Furthermore, Caitlin works to ensure clients and their advisors have access to the full depth and breadth of the firm's resources, including the latest technology and reporting solutions required to support large investment pools and complex entity structures.
Experience
Prior to assuming this role, Caitlin was a Relationship Manager working with a select number of families and family offices to deliver and oversee a broad range of services. In addition, she has extensive experience working as a Relationship Manager with institutional asset owners including public pension systems and some of the largest private foundations. In these roles, she acted as the client's strategist and facilitator by managing Northern Trust's commitment to the client.