Brian Thomas (Past Speaker)

EXPERIENCE

Mr. Thomas joined Northern Trust in 2015 and brings over 15 years of investment and leadership experience.

Prior to joining Northern Trust, Mr. Thomas was a Managing Director of JP Morgan serving 13+ years in Houston, San Francisco and Chicago.

EDUCATION

Mr. Thomas holds an MBA with a concentration in Finance from Cornell University where he was a Park Leadership Fellow.

Brian earned his undergraduate degree with honors in Accounting from Indiana University.

CREDENTIALS

Mr. Thomas is a Chartered Financial Analyst, passing examination levels I, II and III in three consecutive years. He holds the following licenses from the Financial Industry Regulatory Authority (FINRA): Series 7, 24, and 66.

INTERESTS

Brian lives in West University Place with his wife Candace and two sons. His family is very involved at River Oaks Baptist School. Brian’s favorite sport is cycling, and he has done some great rides.

EXPERTISE

Brian is the Global Director of Client Development. In his role, Brian is responsible for leading the growth of The Northern Trust Company’s premier wealth management business.

Brian works with clients, other professional advisors, the executive leadership team, and client facing partners around the world.

Northern Trust attracts client families by providing excellent service and holistic advice with integrity. Northern Trust clients include family offices, business owners, corporate executives, other professional advisors, financial and real estate professionals, professional athletes, and other wealthy families.

COMMUNITY INVOLVEMENT

Mr. Thomas is involved with the Houston Symphony, Children’s Museum of Houston, and the Houston Zoo. He also serves on the Advisory Council of the Rice Alliance and serves as a judge of its Business Plan Competition. Brian was Adjunct Professor of Finance at DePaul University from 2008-2009.