Mrs Amy Szostak
TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

50 South LaSalle Street, B-10
Chicago
IL
60603
United States of America

Practice Areas: Family office, Investment, Private banking, Trust planning/administration
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Profession:
Trustee/Fiduciary
Firm:
Northern Trust
Branch/Chapter:
STEP Chicago
Committees:
Chicago Branch Committee
Biography:

“The fiduciary landscape is in a constant state of evolution.  We work with clients to provide thoughtful, contemporary and global solutions to meet their goals.”

EXPERIENCE

Amy started her career at Northern Trust in 1992 and has been in the Global Family Office Group (GFO) since 2000.  In her current position, she works closely with GFO fiduciary clients to develop and deliver customized fiduciary solutions both domestically and through Northern Trusts affiliates in the Bailiwick of Guernsey and the Cayman Islands.

 

Text Box: 312.444.3509 aew2@ntrs.com EDUCATION

She graduated from Chicago-Kent College of law with a Certification in International and Comparative Law.  She was admitted to the Illinois Bar in 1997. 

CREDENTIALS

She’s a Senior Vice President and Chief Fiduciary Officer (CFO).  She is also a Certified Trust and Financial Advisor (CTFA), Certified Investment Management Analysis (CIMA), STEP Certificate in International Trust Management and a member of the Society of Estate and Trust Practitioners (STEP), which focuses on international estate planning.

 

INTERESTS

She enjoys traveling and an active outdoor lifestyle with her husband and two children.

EXPERTISE

As the CFO, she works with a broad and sophisticated client base to bring the best of Northern Trusts’ fiduciary heritage to bear in a contemporary setting for mutigenerational GFO Clients. 

 

COMMUNITY INVOLVEMENT

Amy is the prior President of the fundraising organization for her local school and on the Advisory Board of a local theater and educational organization.

 

3 THINGS PEOPLE ASK ME

  • What does a contemporary corporate trustee have to offer in the Family Office space?

  • How is Northern Trust’s fiduciary offering differentiated in the global market place?

  • What are we seeing as fiduciary trends and best practices in the Family Office space?

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