Lee Freitag is a Senior Vice President and Head of Investment Strategy for Retirement Solutions at Northern Trust in Chicago. He is responsible for the development and positioning of investment solutions designed for defined contribution plans, including target retirement date investments. He is also responsible for partnering with the distribution and client service teams to ensure clients have access to the full suite of Northern Trust’s defined contribution expertise.
Previously, Lee was a senior product manager for liability driven investments and for taxable fixed income within Northern Trust Asset Management. Prior to this assignment, he was an investment consultant in the Global Family Office business, providing investment solutions to high net worth individual and families. In this position, Lee was responsible for consultative services such as asset allocation, and manager search and selection, for several wealth management relationships as well as the analysis and delivery of investment manager performance information.
Lee’s 27 years in the financial services industry include 25 years at Northern Trust, as well as prior experience at SEI. Lee received his B.S. in finance and his MBA in management accounting from DePaul University. He has attained his FINRA Series 7 and 63 registrations.
Lee is an active member of the Defined Contribution Institutional Investment Association (DCIIA) where he serves as a member of the Executive Committee and as Chairman of the Global Committee.