Sunitha Thomas is a seasoned professional in the wealth management sector, currently serving as a National Portfolio Advisor and Senior Vice President at Northern Trust Corporation. With over 26 years of extensive experience, she specializes in advising ultra-high-net-worth clients, including business owners, multigenerational wealth holders,...
Sunitha Thomas is a seasoned professional in the wealth management sector, currently serving as a National Portfolio Advisor and Senior Vice President at Northern Trust Corporation. With over 26 years of extensive experience, she specializes in advising ultra-high-net-worth clients, including business owners, multigenerational wealth holders, and corporate executives, on critical aspects of investment policy, asset allocation, portfolio construction, and security selection. Her deep understanding of individual and family estate tax planning allows her to craft personalized service strategies that align with her clients' unique financial goals and objectives.
At Northern Trust, Sunitha plays a pivotal role on the Investment Policy Committee, where she collaborates with a team of experts to formulate strategic investment policies that guide the firm’s approach to wealth management services. Her proven track record in establishing, growing, and maintaining client relationships is complemented by her adeptness in portfolio management, financial analysis, and investment advisory. Sunitha's expertise spans various investment vehicles, including equities, hedge funds, and mutual funds, enabling her to develop tailored investment strategies that address the specific needs of her clients.
Her commitment to delivering exceptional service is reflected in her ability to navigate complex financial landscapes and provide insightful guidance that empowers clients to achieve their wealth objectives. As a trusted advisor, Sunitha Thomas continues to make a significant impact in the wealth management industry, leveraging her extensive knowledge and experience to foster long-term financial success for her clients.
