Citi Earns 35 Spots on Bank Investment Consultant’s Top 100 Bank Advisors List for 2019
This year Citi and the Wharton School of the University of Pennsylvania marked the fourth anniversary of the Citi Wharton Global Wealth Institute.
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/