Steven D. Perritt Senior Portfolio Manager

JOINED NORTHERN TRUST

1996

Education

  • Bachelor of Arts, The Citadel
  • Master in Business Administration, Finance, University of Illinois

Credentials

  • Chartered Financial Analyst
  • Certified Financial Planner designation
  • Series 7, 24, 63, 65 and 66 securities licenses

Expertise

Steve is a Senior Vice President who is responsible for investment management, including asset allocation, manager and security selection, and investment strategy implementation, for trust and agency client relationships. Steve has more than 28 years of experience managing portfolios for high net worth individuals.

Experience

Prior to rejoining Northern Trust in 2013, Steve served as a portfolio manager at Cleary Gull and at Robert W. Baird & Co. He also spent five years working at William Blair & Company in Chicago. Steve started at Northern Trust in 1996 as an analyst in Risk and Performance.

Community Involvement

Steve is a member of the Chartered Financial Analyst Society of Chicago.