Your Wealth Management Team
Lori M. Helmer
Senior Trust Relationship Manager - Investment Management & Trust
Minnesota
Lori is a Vice President and Senior Personal Trust Relationship Manager for
Northern Trust in Minnesota. She assists clients in building, protecting and
transferring their legacies with comprehensive, tax-efficient trust and investment
strategies.
Phone: 612-336-7020
Email: lori.helmer@ntrs.com
Fax:
612-336-7001
Prior to joining Northern Trust, Lori served as Senior Vice President and Senior
Trust Officer for U.S. Trust, Bank of America Private Wealth Management.
Previously, she spent time at a multi-family office and over a decade with Wells
Fargo and Lowry Hill (now Abbot Downing).
Lori earned a bachelor’s degree in accounting with a minor in economics from the
College of St. Benedict. Lori is a Certified Public Accountant with an inactive
license.
Lori is actively involved with the Alumnae of the College of St. Benedict and the
Greater Twin Cities United Way’s Women’s Leadership Council. She is a past
president of the Ordway Circle of Stars Board and an active member of the
Minnesota Society of Certified Public Accountants.
Lori is both a native of and resident of Eden Prairie, Minnesota and has a son who
lives in Colorado.
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