Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO).

Kirr will oversee investment strategy for GFO, leading portfolio construction and delivering investment insights to ultra-high-net-worth families and family offices. GFO is the fastest-growing segment of Wealth Management, serving more than 550 clients with an average net worth above US$1 billion.

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“Family offices are navigating increasingly complex portfolios, private markets exposure and multigenerational planning challenges,” GFO President Dino De Vita said. “Beata brings a disciplined approach to asset allocation, manager selection and portfolio construction, grounded in years of advising sophisticated investors. She knows how to turn that experience into the differentiated insights and solutions that families expect from Northern Trust.”

“GFO is dedicated to supporting families who have worked diligently to create lasting legacies, and they deserve an investment strategy that matches their commitment and complexity,” Kirr added. “Family offices are often on the forefront of evolving investment opportunities, and I’m focused on delivering innovative solutions across asset classes for our clients.”

Kirr most recently served as Managing Director and Chief Impact Officer at The Copia Group, a direct lending private credit firm. Prior to Copia, Kirr spent 17 years at Bernstein Private Wealth Management, including as Co-Chief Investment Officer and National Managing Director. During that time, she broadened investment offerings, deepened asset allocation advice, and drove thought leadership and innovation. Earlier in her career, she held roles at Aurora LLC (formerly Harris Alternatives) and Goldman Sachs.

Kirr is active in governance and philanthropic leadership where she can extend her investment impact. For nearly three years, Kirr served as an Independent Director and Chair of the Nominating/Governance Committee for Nomura’s Active ETF Delaware Trust. She is a Board Member and Investment Committee member at the Poetry Foundation and Temple Sukkat Sholom. She previously served in a similar capacity at Women Employed.

Kirr holds an MBA from Northwestern University’s Kellogg School of Management and a BS in Economics from the Wharton School of the University of Pennsylvania.

Northern Trust Wealth Management is a premier private bank serving affluent individuals and families, family offices, foundations and endowments, and privately held businesses. Northern Trust Wealth Management, which combines deep expertise with innovative technology and service excellence, had US$497.6 billion in assets under management as of March 31, 2026. The Northern Trust Company is an Equal Housing Lender. Member FDIC.

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