August 29, 2016 11:16 PM ET

Capital Markets

Company Overview of Citi Private Bank

Company Overview

Citi Private Bank provides wealth management services, and wealth and lifestyle advisory services. It offers investment strategies for investors. The company also provides investment services, including counseling on investment allocations for managed and self-directed portfolios; and banking services, including deposit and credit products. It serves the financial needs of various individuals and families. The company is based in New York, New York. Citi Private Bank operates as a subsidiary of Citigroup Inc.

153 East 53rd Street

New York, NY 10022

United States

Phone:

212-816-6000

Fax:

212-793-5906

Key Executives for Citi Private Bank

Global Head
Co-Chief Executive of United States and Canada
Chief Executive of Citi Private Bank Asia Pacific
Age: 43
Chief Executive Officer of Citi Investment Management Unit
Private Banker of Miami Office and Director
Compensation as of Fiscal Year 2016.

Citi Private Bank Key Developments

Citi Private Bank Appoints Michael Liou as Director and Investment Counselor

Citi Private Bank announced that Michael Liou has joined the firm’s Palo Alto office as Director and Investment Counselor. Mr. Liou will report to Michael Remak, Head of the Northern California Investments Team, Citi Private Bank. Mr. Liou joins Citi from Anvil Capital Advisors, where he served as founder and Chief Investment Officer.

Citi Private Bank Appoints Casey Hannon as its Director and Investment Counselor

Citi Private Bank announced that it has appointed Casey Hannon as its director and investment counselor based in Philadelphia, PA. In his new role, Hannon will establish and manage investment relationships for high net worth and ultra-high net worth clients in the Mid-Atlantic region. He will also be responsible for developing and supervising investment portfolios and guiding clients through their investments. Most recently he worked as investment specialist and team leader for the private bank in the Philadelphia office, leading all Mid-Atlantic investments business.

Citi Private Bank Appoints Casey Hannon as the Director and Investment Counselor for Mid-Atlantic Region

Citi Private Bank has appointed Casey Hannon as the new director and investment counselor for its mid-Atlantic region. Hannon, who most recently served at JP Morgan Chase & Co, will be based in Philadelphia. During his 14-year spell at JP Morgan, Hannon most recently held the position of an investment specialist in the Philadelphia office. In this role, he managed the company's mid-Atlantic investments business based out of Philadelphia, while serving as the team leader for six investment professionals.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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