Mary Lukic
Portfolio Manager-Equities at Northern Trust Investments, Inc.(Investment Management)
Profile
Ms. Mary Lukic is a Head of Tax-Advantaged Equity at Northern Trust Investments, Inc. Ms. Lukic is a senior portfolio manager within the global equities investment team for Northern Trust Asset.
She heads the tax-advantaged equity portfolio management team, which focuses on tax-managed and various quantitative active portfolio strategies.
She is responsible for implementation of tax managed, Quality Dividend Focus and Quality ESG strategies.
Ms. Lukic has extensive experience providing custom equity solutions to high net worth families, nuclear decommissioning trusts, settlement trusts, insurance companies, and other taxable and tax exempt clients.
She received her bachelor’s degree in finance from Illinois State University and an MBA with concentrations in finance, accounting and organizational behavior from the University of Chicago.
Mary Lukic active positions
| Companies | Position | Start |
|---|---|---|
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Portfolio Manager-Equities | 31/10/2006 |
Training of Mary Lukic
| Illinois State University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Northern Trust Investments, Inc.(Investment Management)
Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Finance |
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