Britton M. Leone
Britton M. Leone

Britton M. Leone New Business Specialist

Joined Northern Trust

2017

Education

  • Bachelor of Science in Business Administration from the State University of New York
  • Master of Business Administration in Finance from Rensselaer Polytechnic Institute

Expertise

Britton is responsible for cultivating new prospective client relationships to the firm, by developing and implementing sophisticated and customized wealth management solutions to meet the needs of ultra-high-net-worth individuals. Utilizing Northern Trust's dynamic process, he aims to understand their current financial situation, goals and needs and partners with clients to identify areas of opportunity and optimization. He helps to structure a well-coordinated and holistic wealth plan, including an appropriate asset allocation, trust and estate planning strategies, private banking/lending access, as well as charitable planning and wealth transfer strategies for future generations.

Experience

Prior to joining Northern Trust in 2017, Britton worked at Goldman Sachs, where he served as a summer and winter associate in its Private Wealth Management Group.

Community Involvement

Britton is a mentor and tutor for Harlem Lacrosse-Boston, serving youth boys and girls in Mattapan, Dorchester, East Boston and Chelsea. Britton is an active member of the American Diabetes Association, St. Baldrick’s Foundation and The Brain Aneurysm Foundation.