Jesse Livingston
Jesse Livingston

Jesse Livingston Trust Advisor

Joined Northern Trust

2020

Education

  • B.A. in Economics and Psychology from the University of Washington
  • Juris Doctor and LL.M in Taxation from the University of San Diego School of Law

Expertise

As a Client Advisor, Jesse manages high-net worth client relationships, and provides thoughtful advice on estate planning, wealth transfer techniques, and administration.

Experience

Prior to joining Northern Trust, Jesse worked at U.S. Trust (now Bank of America Private Bank) and Charles Schwab Trust Company. At U.S. Trust, Jesse worked as an Analyst in the Wealth Strategies group, which is responsible for advising high-net worth clients on wealth transfer techniques, and other tax related matters. While at Charles Schwab, Jesse was a Sr. Manager of Trust Onboarding.

Community Involvement

Jesse is a member of the California Bar Association.