WEALTH MANAGEMENT
Northern Trust Wealth Management is pleased to announce the promotions of three accomplished leaders whose expertise and leadership continue to strengthen the firm’s commitment to serving clients across Southern California and the Western United States.
Dawn Meyer Austin has been promoted to Chief Fiduciary Officer, West Region. In this role, she is responsible for leading fiduciary strategy across the Western United States and providing guidance on complex trust, estate, wealth transfer, and fiduciary matters. Dawn has built a distinguished career advising individuals, families, family offices, foundations, and business owners on multigenerational wealth planning and stewardship. Her promotion reflects Northern Trust’s commitment to delivering sophisticated fiduciary expertise through a personalized and relationship-driven approach.
Monika Lopez has been promoted to Regional Senior Investment Officer for Southern California. In this role, she provides leadership across the region’s investment platform, partnering with clients and advisory teams to develop customized strategies designed to help preserve and grow wealth over time. Monika brings extensive investment expertise and a thoughtful approach to helping clients navigate evolving market conditions while remaining focused on their long-term objectives. Her promotion underscores Northern Trust’s commitment to delivering globally informed investment insights and tailored portfolio solutions.
Katie Shaw has been promoted to Senior Fiduciary Officer for the Orange County and San Diego Regions. In this role, she serves as a strategic advisor to individuals and families, leading the delivery of customized wealth management solutions through coordination of Northern Trust’s multidisciplinary team of experts. Katie works closely with clients to understand their goals and align them with the firm’s comprehensive capabilities, including investment management, trust and estate services, private banking, and financial consulting. Her promotion reflects Northern Trust’s commitment to providing a seamless, integrated wealth management experience built around each client’s unique needs and aspirations.
Northern Trust collaborates with clients and their advisors to offer holistic wealth management services for individuals and families, privately held businesses, family offices, and foundations and endowments. They are recognized for innovative technology, service excellence, and depth of expertise across all aspects of financial planning, including wealth transfer, banking, insurance, investments, tax management, philanthropy, family communication, and more.
The firm’s continued investment in talent and leadership reflects its unwavering focus on delivering exceptional service, specialized expertise, and enduring partnerships to clients throughout Orange County and beyond.
