Trish Halper

Trish Halper, CFA, is the co-Chief Investment Officer at Cercano Management, where they draw on nearly thirty years of experience in the investment sector. Previously, Trish served as the Chief Investment Officer for the Global Family Office practice at Northern Trust, providing leadership and investment expertise to a diverse clientele. Their prior role as Deputy Chief Investment Officer at Wespath Benefits and Investments showcased Trish's ability to manage substantial assets effectively. A graduate of Loyola University Chicago with a bachelor's degree in mathematics and a master's degree in financial mathematics from the University of Chicago, Trish is recognized as an inspiring leader and an effective communicator, frequently requested as a speaker at industry events. Trish's contributions to the finance industry have been acknowledged through honors such as being named one of Crain’s Notable Women in Finance in 2019.