Citi Earns 32 Spots on Bank Investment Consultant’s Top 100 Bank Advisors List for 2017
December 12 2017 - 10:50AM
Business Wire
4 Citi Personal Wealth Management Financial
Advisors named to top 10
Citi’s growing team of Financial Advisors garnered 32 positions
on Bank Investment Consultant’s annual Top 100 Bank Advisors list,
tripling Citi’s presence on the list during the past two years.
Citi Personal Wealth Management Financial Advisors Chris Barron
and David Darshan in New York City, Anne Kurzman in Lake Grove, NY,
and Greg Manning in Stamford, CT, were all named to the top 10. The
number of Citi Personal Wealth Management Financial Advisors on the
Top 100 list rose from 25 last year and 10 in 2015.
“Over the past few years, Citi Personal Wealth Management has
relentlessly focused on providing world class investment advice and
service as we evolve to meet our clients’ changing needs,” said
Venu Krishnamurthy, Head of Citigold® and Citi Priority Client
Segments, and Citi Personal Wealth Management. “Last year, we
reimagined Citigold’s value proposition with new benefits backed by
innovative tools and technology. We’ve grown and strengthened
our team to deliver the guidance and personalized service critical
to becoming our clients’ valued financial advisors.”
Bank Investment Consultant, a leading online publication for
bank 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:
Emile Abinader (Granada Hills, CA) David
Guthrie (New York) Anthony Adamo (Mamaroneck, NY) Josh Haber (New
York) Paul Atala (New York) Rob Hanes (New York) Chris Barron (New
York) Diane Kessler (Bethesda, MD) William Chan (Monterey Park, CA)
Anne Kurzman (Lake Grove, NY) Chris Cralle (Chicago) Paul
LaFountain (North Babylon, NY) Pete Darke (Washington, DC) Wendy
Lam (New York) David Darshan (New York) Greg Manning (Stamford, CT)
Eden Demar (New York) Seth Marcus (New York) Rob Fallone (Mount
Kisco, NY) Alex Marks (Chicago) Kathy Feeney (Washington, DC) Yoni
Marom (New York) Michael Genduso (Astoria, NY) Rob Nicotra (Boca
Raton, FL) Ted Gibson (Scarsdale, NY) Bernard Reina (Los Angeles)
Jeff Goble (Huntington Beach, CA) Peter Shieh (Rowland Heights, CA)
Brad Goldberg (Chicago) Ed Vizcaino (Coral Gables, FL) Anthony
Greier (Armonk, NY) Helen Wong (New York)
Citi continues to invest in the professional development of its
Citi Personal Wealth Management Financial Advisors and Citigold
Relationship Managers. In 2015, Citi joined with The Wharton School
of the University of Pennsylvania to form the Citi® Wharton® Global
Wealth Institute. Part of a three-year executive education
initiative, the Institute benefits the Citigold, Citigold Private
Client and CitiBanamex global advisory network.
This month’s BIC Top 100 rankings come a year after Citi
introduced enhanced client offerings and capabilities including new
Citigold and Citi Priority account offerings, Citigold Client
Centers and new functionality for the Citi Mobile App® for iPhone®
that combines banking, wealth management and money movement
capabilities and offers a suite of cutting-edge servicing and
authentication features.
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 and as a Citi Priority client, you can
receive banking and lending services, including The Citigold
Account Package and the Citi Priority 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.
©2017 Citigroup Inc. Citi, Citi and Arc Design and other marks
used herein are service marks of Citigroup Inc. or its affiliates,
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version on businesswire.com: http://www.businesswire.com/news/home/20171212005935/en/
Media:Citigroup Inc.Drew Benson,
212-559-0475drew.benson@citi.com
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