Rebecca Chang Wealth Strategist
Joined Northern Trust
Education
- Master of Business Administration, Kellogg School of Management at Northwestern University
- Bachelor of Arts, Hope College in Holland, Michigan
Credentials
- FINRA Series 7 & 63 licenses
Expertise
Rebecca Chang is a Vice President with Northern Trust's Washington, D.C. office. She is responsible for developing new client relationships in the Mid-Atlantic markets and also oversees the delivery of our advice through a multi-disciplined team of wealth advisory, investment and banking professionals. She and her team work closely with affluent individuals and families to develop comprehensive, custom and innovative financial solutions to meet each client's unique goals and objectives in the areas of growth, preservation and wealth transfer.
Experience
Rebecca has 14 years of experience in financial education and planning, asset administration and fiduciary services specific to affluent individuals and families. Before joining the Washington, D.C. team she managed relationships in the Global Family & Private Investment Offices Group in Chicago. She was responsible for overseeing Northern Trust's role as trustee for families who utilize multiple investment manager programs, require multi-generational estate planning, and have complex investment and reporting requirements. In this role, she worked with affluent families, their family office staff and professional advisors.
Community Involvement
Rebecca is on the Advisory Board for the National Museum of Women in the Arts