Dan Oconnell

Background

About Dan Oconnell

Northern Trust is proud to serve the Chicago community with global capabilities, meaningful insights and exceptional service. For more than 130 years, the world's wealthiest individuals, families and institutions have relied on Northern Trust for effective solutions and ethical guidance across wealth management, asset management and asset servicing. As a Relationship Advisor at Northern Trust, I am responsible for the administration of complex trusts for individuals, families and charities including irrevocable, revocable and charitable trusts, IRAs and investment management accounts. My duties often involve working on sophisticated estate plans, legal questions, sensitive family situations and complex property transfers. I utilize my fiduciary knowledge, financial planning training, my estate settlement experience and bank resources to identify opportunities to provide advice and to recognize problems and recommend solutions.