Michael Helgeson

Senior Vice President, Senior Portfolio Manager at Northern Trust

Michael Helgeson, CFA, is a seasoned financial professional with extensive experience in wealth and portfolio management. Since April 2011, Michael has served as Senior Vice President and Senior Portfolio Manager at Northern Trust, specializing in managing investment portfolios for individuals, families, and foundations while also focusing on new business generation. Prior to this role, Michael was Vice President and Portfolio Manager at Fiduciary Asset Management from 2004 to 2011, where responsibilities included directing firm strategy, managing institutional relationships, and leading a team of research analysts. Michael's career also includes a role as Senior Research Analyst at American Century Investments from 2000 to 2002. Michael holds a Bachelor of Science in Finance and Management of Information Systems from Iowa State University and an MBA in Investment Management, Finance, and Accounting from the Indiana University Kelley School of Business.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices