Portfolio Manager, Vice President, Wealth management, Northern Trust
Jan Fredericks is a Portfolio Manager and Vice President with the Northern Trust Company in Miami, Florida.
As a Portfolio Manager with the Wealth Advisory Group in the Wealth Management business unit, she is responsible for designing, managing and maintaining multi-asset investment solutions for individual retirees, Trusts and Personal Investment Management Portfolios.
Prior to Northern Trust, Jan performed Investment Research Analysis functions through Corporate restructuring with the Private Client Group for Franklin Templeton Investments in Fort Lauderdale, Florida.
She also worked for Bank of New York Mellon as an Associate Portfolio Management Officer.
Jan received her BA degree in Accounting at Suffield University and is studying for CFP certification with Barry University. Jan has earned her Trust Certificate at Florida Undergraduate Trust School.
Jan is a member of the Northern Trust Women in Leadership Group and enjoys writing for the NT Military Resource Council (MAARC) and is a Volunteer member of the – Internal Revenue Service VITA preparing Income Taxes in Low Income Areas.