David Fix Wealth Strategist
Joined Northern Trust
Education
- Bachelor of Science, Arizona State University, School of Liberal Arts and Sciences
Credentials
- FINRA Series 7 and 63
- Fox Valley Estate Planning Council and Midwest Business Brokers and Intermediaries membership
Expertise
As a Vice President in Northern Trust's Wealth Management group, David develops new investmentand fiduciary business with high net worth clients and their families. Using a unique goals driven planning approach, David works with his Wealth Management partners to optimize client's investment portfolio efficiency through a personal asset allocation. David also consults regularly with mutual client advisors including numerous attorneys and accountants.
Experience
David has over 20 years experience in the financial services industry. Prior to joining Northern Trust in 2014, he served as a Financial Consultant at Merrill Lynch and as an advisor at William Blair's Private Investor Department as a discretionary money manager.
Further experience as a business owner, David oversaw three retail stores, 22 staff members and more than $2 million in annual sales at Endure It! Sports LLC. The business focused on the needs of competitive triathletes, bikers, runners, swimmers, and yoga enthusiasts.
Community Involvement
David coaches the Hinsdale Central High School Boys Swim Team.