Joined Northern Trust
- B.A. in History from Lawrence University
- MBA from Marquette University
- Series 7, 6, and 63 licenses
Jamie originally joined Northern Trust in 1997 working in Chicago's Trust Operations group. He helped open the Milwaukee office in 1999 and transitioned to the Trust & Investment department in 2001. In his role, Jamie coordinates customized wealth advisory strategies and tailored investment solutions for his prospects and clients. He collaborates with external advisors and their clientele including closely-held and family business owners, corporate executives and other professionals.
In addition to his volunteerism at Lawrence, Jamie is engaged in a variety of local philanthropic endeavors including: Rotary Club of Milwaukee, The Shorewood Foundation, Shorewood Swim Club, Mark Harris Fellowship Program and the Milwaukee Symphony Orchestra.Additionally, Jamie advises nonprofit clients on the various needs of their endowment or foundation assets.