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Sunitha Thomas, CFA, CPWACo-Head of Wealth Client Group

Biography

About Sunitha

Sunitha Thomas is co-head of wealth client group for Northern Trust Asset Management. Sunitha serves on the Asset Management Executive Group with oversight of the wealth client segment. She is responsible for strengthening our presence in the intermediary wealth management markets and delivering an exceptional client experience to wealth clientele.

Sunitha has over 25 years of experience across the wealth management and investment management industries. Previously, she served as regional senior investment officer, senior vice president for Northern Trust Wealth Management where she was responsible for strategy, talent and execution for the central region ultra-high net worth investment practice.

Simultaneously, Sunitha served as one of two national portfolio advisors at Northern Trust, specializing in portfolio and wealth management advisory to clients with assets of $100 million to $1.5 billion. Preceding that role, Sunitha was a national segment leader of wealth advisory services, where she was responsible for strategic development and execution nationally in the $20-$200 million client wealth segment. She also previously served as wealth advisor, vice president. Before transitioning to wealth management, she served as the associate director of equity research, vice president for the asset management business. Earlier in her career, Sunitha was an equity analyst and vice president at Putnam Investments, a high yield analyst at Fidelity Investments and an investment strategy analyst at SEI Investments.

Currently, Sunitha serves on Northern Trust's Investment Policy Committee and is a member of Northern Trust's Employee Benefit Investment Committee, which has fiduciary investment responsibility for Northern Trust's employee benefit plans. Previously, she served on the Investment Governance Committee and the Investment Advisory Committee.

Sunitha has an MBA from the Wharton School of the University of Pennsylvania and a bachelor’s degree from the University of Chicago. She is a CFA® charterholder and is a Certified Private Wealth Advisor® professional. Previously, Sunitha served on the board of directors for the CFA Society of Chicago. She is currently a trustee of the Harris Theater and serves as chair of their governance committee.
Driven by purpose, guided by humility.