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Advisor Information for NUEIX

Fund Inception08/21/2020
Name of IssuerNorthern Funds
Fund Advisor(s)Northern Trust Investments Inc
Sub-Advisor(s)--

Fund Managers for NUEIX

Jeffrey Sampson
Portfolio Manager since 10/02/2017
Jeff Sampson is a Senior Portfolio Manager on the quantitative active equity team responsible for the implementation of several quantitative equity strategies, specializing in dividend and ESG investing. He has a leadership role on the Quality Dividend suite of strategies and currently co-manages the Northern Income Equity Fund and the Northern U.S. Quality ESG Fund. Prior to his current role, Jeff was a senior portfolio manager on the tax advantaged equity team. Prior to joining asset management, Jeff managed a division of account managers within the Global Family Office group. He joined Northern Trust in 1999. Jeff received a BBA in Finance from the University of Wisconsin at Madison and an MBA degree in Accounting, Finance, and Organizational Behavior with honors from the University of Chicago Booth School of Business. He is a CFA charterholder and is a member of the CFA Society of Chicago and the CFA Institute.
Peter Zymali
Portfolio Manager since 10/02/2017
Peter Zymali has responsibility for portfolio management for the Northern Trust’s Quality ESG strategy. He also serves as a member of the Northern Trust Sustainable Investing Council as well as a member of the Proxy Voting Committee. Prior to joining Northern Trust’s Asset Management Group in 2007, Mr. Zymali was an investment consultant within Northern Trust’s Global Family Office Group responsible for designing asset allocation strategies utilizing an open architecture platform. Mr. Zymali received his bachelor’s degree in business administration with an emphasis in finance from the University of Arizona and an MBA in finance, economics, and managerial & organizational behavior from the University Of Chicago Booth School Of Business.