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SuperReturn North America
February 1 - 3, 2027
Signia by Hilton Diplomat Beach Resort, Florida

Trish Halper
Co-Chief Investment Officer at Cercano Management
Panelist

Profile

Trish Halper is currently the Co-Chief Investment Officer at Cercano. Prior to Cercano she was the Chief Investment Officer for the Global Family and Private Investment Offices at Northern Trust, responsible for over $50 billion in advisory assets. She also served as Deputy Chief Investment Officer at Wespath Benefits, overseeing a $30 billion multi asset class investment portfolio. Previously, she spent over twenty years at Chicago Equity Partners, a boutique quantitative asset management firm, as a quant researcher, portfolio manager, and Chief Investment Officer. Trish is a CFA charterholder and holds a MS in financial mathematics from the University of Chicago and a BS in mathematics from Loyola University Chicago.

Agenda Sessions

  • The new rules of Wealth Management

    9:05am