Cecily Bolding Managing Director
Joined Northern Trust
Education
- Bachelor of Arts in Business Management with a Pre-Law concentration from Texas A&M University
Credentials
- Certified Financial Planner®
- Holds FINRA series 7 and 63 licenses
Expertise
Cecily is the Managing Director for Northern Trust in Dallas, where her focus is working with affluent individuals, families and institutions to develop advanced solutions for the complexities they face in their financial lives. She leads a team of experienced professionals to meet the complex financial needs of successful individuals and families and assembles a team of experts to implement solutions to preserve and maintain wealth across generations.
Experience
Prior to joining Northern Trust, Cecily was a Vice President with Frost Bank in Dallas, where she cultivated and managed holistic relationships with business owners. Cecily worked closely with the philanthropic community in Dallas, having managed large-scale Annual Giving teams, committees and campaigns for various non-profits. Since joining Northern Trust in 2015 and prior to her current role as Managing Director, Cecily has served in the roles of both Private Banker and Wealth Strategist.
Community Involvement
Cecily is very active in the Dallas community. She is a Board Member with The Dallas Holocaust and Human Rights Museum. Cecily is also a member of CREW Dallas (Commercial Real Estate Women).