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Daniel J. Phillips, CFAPortfolio Manager

Biography

About Daniel

Daniel joined Northern Trust in 2005, and, alongside his portfolio manager responsibilities, is director of asset allocation strategy within the Northern Trust Asset Management business unit, overseeing the firm’s asset allocation processes and serving on the firm's Investment Policy Committee.

Daniel earned a bachelor’s degree in finance and economics from the University of Iowa and an MBA in finance, economics and international business from the University of Chicago. He is a CFA® charterholder.
Driven by purpose, guided by humility.

Funds Managed

Global Tactical Asset Allocation Fund

The Fund seeks both capital appreciation and current income by investing in global companies and adjusting the asset allocation model based on evolving investment views amid changing market conditions.

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Please carefully read the prospectus and summary prospectus and consider the investment objectives, risks, charges and expenses of Northern Funds carefully before investing. Call 800-595-9111 to obtain a prospectus and summary prospectus, which contains this and other information about the funds. You can also visit the fund page Northern Global Tactical Asset Allocation Fund (BBALX) for more information.

 

Investing involves risk. Principal loss is possible.

Not FDIC insured | May lose value | No bank guarantee

 

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