Northern Trust has appointed Brett Rees as head of wealth management in the Mid-Atlantic Region.
Rees will succeeds Joanie Stringer, who is relocating to Miami to assume a senior wealth strategist role with a focus on business development.
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Based in Northern Trust’s Washington DC office, Rees will oversee business in Virginia, Maryland, Pennsylvania and Delaware. He will report to Dave Blowers, executive vice president and head of the East Region for Northern Trust who is based in New York.
Additionally, Rees will also lead the company’s Foundation and Institutional Advisory services on the East Coast, which provides investment solutions to small and medium-sized foundations and non-profit organizations.
Rees will lead a staff of approximately 30 financial services professionals, including portfolio managers, bankers, trust advisors and wealth strategists.
With more than 22 years of experience in the financial services industry, Rees has spent 16 years at Northern Trust in roles dedicated to developing comprehensive, customized and innovative financial solutions. He most recently spent six years as national sales director for wealth management.
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By GlobalDataPrior to joining Northern Trust, he held a variety of wealth management and commercial banking positions at Bank of America, Bank of Boston and Wachovia.
With US$197.7 billion in assets under management (AuM) as of 31 December 2012, Northern Trust has more than 70 wealth management offices in the US and abroad.
