Northern Trust Corporation (NTRS) Barclays 24th Annual Global Financial Services Conference September 14, 2026 9:00 AM EDT
Company Participants
David Fox – Executive VP & CFO
Jason Tyler – Executive VP & President of Wealth Management
Conference Call Participants
Jason Goldberg – Barclays Bank PLC, Research Division
Presentation
Jason Goldberg
Barclays Bank PLC, Research Division
Great. For those that weren’t in the morning session — the breakfast session, I’m Jason Goldberg. I cover the U.S. large-cap bank stocks here at Barclays. Thank you for coming for our 24th Annual Global Financial Services Conference. We’ve got a very strong lineup of banks basically running all day in this room and very pleased to kick it off with Northern Trust. We have both Dave Fox, Chief Financial Officer; and Jason Tyler, President of Wealth Management. Gentlemen, thanks for making the trip.
David Fox
Executive VP & CFO
Thanks, Jason. All right. So I also heard record number of people at this conference, 24th year. Congratulations. That’s a big deal.
Jason Goldberg
Barclays Bank PLC, Research Division
Thank you. It is. Thank you, I appreciate that.
Question-and-Answer Session
Jason Goldberg
Barclays Bank PLC, Research Division
It’s going exactly 2 years actually at this conference when Northern announced a leadership realignment with Dave succeeding Jason as CFO and Jason becoming President of Wealth Management, which includes Global Family Office business that Dave previously led. So maybe just looking back, what do each of you view as the most meaningful change in Northern Trust trajectory since then? How has this cross-pollination influenced the firm, how the firm allocates capital, evaluates opportunities? And perhaps can you just discuss the One Northern Trust strategy from both a corporate financial perspective and a business unit growth perspective.
Jason Tyler
Executive VP & President of Wealth Management
Before we dig in, I’ll