Northern Trust has named Michele Havens Personal Financial Services (PFS) President of the Los Angeles region, including offices in Westwood and downtown Los Angeles.
The appointment takes effect June 15th, 2012. Havens currently serves as PFS President of the Seattle region.
Dino De Vita was appointed as the new PFS President of Seattle, also effective June 15th, 2012. De Vita leads the Private Client Services Segment and is currently based in Chicago.
In their new roles, Havens and De Vita will be responsible for managing financial consulting, investment management, trust and estate planning, as well as private and business banking across their regions.
Havens succeeds Susan Mallory, whose new role as Global Banking Practice Executive was announced last month. Mallory will focus on running the banking practice for private clients and will oversee the evolution of new product and service offerings including the expansion of specialized lending programs. Mallory will be based in the Westwood office and will remain active in the Los Angeles community.
Mallory reports to PFS President Jana Schreuder. Havens and De Vita report to PFS West Region Chief Executive Officer Steve Bell.
'These appointments will support Northern Trust in its core business of assisting wealth management clients with the growth, protection and transfer of their wealth', Bell said. 'They also underscore our focus on providing clients with expertise, integrity and first-rate service. I'm confident that Michele, Susan and Dino will embrace their new roles to contribute to the continued success of Northern Trust and our clients'.
Havens earned an M.B.A. from the UCLA Anderson School of Management, where she serves on the executive board of the alumni network. She received her bachelor's degree in finance and marketing from Boston College. She holds a Certified Financial Planner designation and is a member of the Financial Planning Association. Havens serves on the boards of Summer Search and the Woodland Park Zoo in Seattle. Havens was named to the Puget Sound Business Journal's '40 Under 40' list in 2010.
De Vita received an undergraduate degree in business administration and economics from Ripon College in Wisconsin and is a Chartered Financial Analyst. During his career, De Vita has served on several boards for charitable organizations including the Orange County Chapter of The March of Dimes and FISH Harbor in Costa Mesa, Calif. He was named to the '40 Under 40' list by Crain's Chicago Business magazine in 2010 and was the recipient of a Northern Trust Chairman's Award in 2009.
Mallory earned a Bachelor of Arts degree in History and a Master of Arts degree in Diplomacy and World Affairs from Occidental College, Los Angeles. She serves as a member of the Board of Trustees of Occidental College and on the boards of the Children's Hospital Los Angeles, the Los Angeles World Affairs Council, the Geffen Playhouse and the Trusteeship, the Southern California chapter of the International Women's Forum.
Northern Trust's Personal Financial Services is a premier wealth management firm that specializes in goals-based financial advice. We offer clients fresh perspectives and creative thinking, backed by cutting-edge technology and a strong fiduciary ethos. Northern Trust is ranked among the top 10 U.S. wealth managers with about $174bn in assets under management as of December 31, 2011 and more than 70 offices across the United States and abroad.
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