Northern Trust

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He has more than 20 years of experience in providing guidance to plan sponsors for their defined contribution programs. He has testified before the ERISA Advisory Council’s Working Group on Financial Literacy of Plan Participants and the Role of the Employer. He has worked with several large employers in the financial services, hospitality and telecommunications industries. His largest client engagement to-date involved a defined contribution program with more than 200,000 participants. Jim attended St. Louis University and has attained his FINRA Series 6 and 63 registrations.

Jon Dunham is a Senior Vice President in the Corporate & Institutional Group at Northern Trust - Chicago. He joined Northern Trust in March 2008 as Head of North American Asset Servicing Sales for institutional clients. Jon is responsible for managing a diverse institutional sales team located in Chicago, Boston, San Francisco, and Toronto, covering the public fund, Taft-Hartley, not-for-profit, large corporate, insurance, investment manager, multinational, and middle market segments. Jon's focus is solutions-based new business development.

We provide asset management administration and trust and fiduciary services to exceptionally wealthy families, their family offices and their foundations and endowments.

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of investment management, asset and fund administration, banking solutions and fiduciary services for corporations, institutions and affluent individuals worldwide. Northern Trust, a financial holding company based in Chicago, has offices in 18 states, Washington, D.C., and 18 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of March 31, 2014, Northern Trust had assets under custody of US$5.8 trillion, and assets under investment management of US$915.4 billion.

Northern Trust Alternatives leverages strong manager relationships and research to develop solutions and services to meet investors' risk and return needs. By combining private equity and hedge fund we have created a center of expertise and a foundation for future offerings.

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