Grace Ma, CFP, CFA, serves as a Senior Vice President at Northern Trust, where they provide integrated wealth management advisory services to ultra high net worth individuals. Since 2004, Grace has specialized in addressing complex family needs for both domestic and cross-border clients, emphasizing income and estate tax strategies. Previously, they worked as an Executive Financial Planner at Goldman Sachs - The Ayco Company from 1997 to 2002, focusing on financial plans for Fortune 500 executives. Grace holds a Bachelor of Science in Finance from the University of Illinois Urbana-Champaign, an MBA in Finance from Duke University, and completed executive education in Management at Stanford University.
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