Citi’s growing team of Financial Advisors garnered 35 positions
on Bank Investment Consultant’s annual Top 100 Bank Advisors list,
with Citi Personal Wealth Management’s Andrew Vahab ranked Number
One among advisors in the industry.
Financial Advisors Josh Haber and Robert Hanes in New York City
and Alex Marks in Chicago were also named to the Top 10.
“Over the last year, Citi's U.S. Consumer Bank has implemented a
truly client-centric relationship model to seamlessly provide our
Citigold clients with the best products, value and convenience
across the spectrum of banking, mortgage, and wealth management,”
said John Cummings, Head of U.S. Consumer Wealth Management. “This
industry recognition is a true testament to the outstanding work
our team is doing every day.”
Bank Investment Consultant, a leading online publication for
bank-based wealth managers, based its ranking on a composite score
that incorporates such measures as production, assets under
management and percentage growth in AUM.
The following Citi Personal Wealth Management Financial Advisors
were named to this year’s BIC Top 100:
Andrew Vahab (New York, NY)
Alex Marks (Chicago, IL)
Josh Haber (New York, NY)
Robert Hanes (New York, NY)
Emile Abinader (Granada Hills, CA)
Peter Shieh (Rowland Heights, CA)
Diane Kessler (Bethesda, MD)
Christopher Cralle (Oakbrook, IL)
Brad Goldberg (Chicago, IL)
David Guthrie (New York, NY)
Helen Wong (New York, NY)
Owen Watstein (New York, NY)
Adam Wood (New York, NY)
Robert Fallone (New York, NY)
Jeffrey Lang (New York, NY)
Christopher Barron (New York, NY)
Kathy Feeney (Washington, DC)
David Darshan (New York)
Robert Miraglia (New York, NY)
Anthony D’Aquila (Ridgefield, CT)
Christopher Simone (New York, NY)
Robert Nicotra (Boca Raton, FL)
Yonaton Marom (New York, NY)
Anne Kurzman (New York, NY)
Eden Demar (New York, NY)
Peter Darke (Washington, DC)
Gregory Manning (New York)
Edward Vizcaino (Coral Gables, FL)
Kevin Koch (New York)
Steven Taub (New York)
Judith Leahy (New York)
Sean Styron (New York)
Gonzalo Perez-Verdia (Weston, FL)
Bernard Reina (Los Angeles, CA)
Dariana Gordon (Potomac, MD)
Citi continues to invest in the professional development of its
Financial Advisors and Citigold Relationship Managers. This year
Citi and the Wharton School of the University of Pennsylvania
marked the fourth anniversary of the Citi Wharton Global Wealth
Institute. Since its launch in October 2015, more than 1,000
Citigold Relationship Managers and Citi Personal Wealth Management
Financial Advisors have participated in the program. Initially
launched in Philadelphia and Beijing, the program has expanded to
Mexico City, San Francisco and Cambridge.
This year, Citi also introduced enhanced client offerings and
capabilities, including Citi Personal Wealth Management's
commission-free trading for ETFs and new-issue U.S. Treasury
purchases for Citigold clients, as well as the introduction of Citi
Wealth Advisor, a digital wealth planning tool. Also this year,
Citibank was named as the “Best Bank for High-Net-Worth Families”
by Kiplinger’s Personal Finance for the third consecutive year and
was rated Number One in Customer Satisfaction across retail banking
by the American Customer Satisfaction Index.
About Citi
Citi, the leading global bank, has approximately 200 million
customer accounts and does business in more than 160 countries and
jurisdictions. Citi provides consumers, corporations, governments
and institutions with a broad range of financial products and
services, including consumer banking and credit, corporate and
investment banking, securities brokerage, transaction services, and
wealth management.
Additional information may be found at www.citigroup.com |
Twitter: @Citi | YouTube: www.youtube.com/citi | Blog:
http://blog.citigroup.com | Facebook: www.facebook.com/citi |
LinkedIn: www.linkedin.com/company/citi
INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED; NOT A BANK
DEPOSIT; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NO BANK
GUARANTEE; MAY LOSE VALUE
As a Citigold client, you can receive banking and lending
services, including The Citigold Account Package from Citibank,
N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS#
412915, along with financial planning and investment products as a
client of Citi Personal Wealth Management, a business of Citigroup
Inc. that offers investment guidance, products, and services
through Citigroup Global Markets Inc. (”CGMI”), member SIPC.
Citigroup Life Agency LLC (“CLA”) offers insurance products. In
California, CLA does business as Citigroup Life Insurance Agency,
LLC (license number 0G56746). Citigold Relationship Managers are
employees of Citibank and are employees and registered
representatives of CGMI. Citibank, CGMI, and CLA are affiliated
companies under the common control of Citigroup Inc.
©2019 Citigroup Inc. Citi, Citi and Arc Design and other marks
used herein are service marks of Citigroup Inc. or its affiliates,
used and registered throughout the world.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20191220005372/en/
Maggie Monaghan maggie.monaghan@citi.com 212-816-4144
Citigroup (NYSE:C)
Historical Stock Chart
From Aug 2024 to Sep 2024
Citigroup (NYSE:C)
Historical Stock Chart
From Sep 2023 to Sep 2024