Citi Private Bank

BioCatch Welcomes Sallie Krawcheck and Liat Nadai Arad to Board of Directors

Retrieved on: 
Monday, December 4, 2023
Citigroup, Woman, Morgan Stanley Wealth Management, Safety, Behavior, Organization, Creativity, Head, EBITA, Data science, Fraud, M-Systems, Bain Capital, Modu, Work, JPMorgan Chase, EVP, Veteran, Own It, SanDisk, Investment company, LIAT, Human, Colonel, Citi Private Bank, Barron's, Deutsche Bank, Growth, TEL, ESG, Cryptocurrency, Ellevest

NEW YORK and TEL AVIV, Israel, Dec. 4, 2023 /PRNewswire/ -- BioCatch, the global leader in digital fraud and money laundering detection and response powered by behavioral biometric intelligence, today announced the addition of Sallie Krawcheck and Liat Nadai Arad to the company's board of directors. Together, the award-winning financial services and cybersecurity veterans bring more than 50 years of growth, operations, and innovation experience in support of BioCatch's expanding fraud detection and financial crime prevention product portfolio and market growth strategies.

Key Points: 
  • Sallie Krawcheck is the CEO and co-founder of Ellevest , an invest-tech and wealth management company, built by women, for women.
  • It is gives me great pleasure to welcome both Sallie and Liat to our Board of Directors."
  • Sallie Krawcheck and Liat Nadai Arad join BioCatch in parallel with the company's realization of $100M in annual recurring revenue , the achievement of protecting more than 315 million banking customer from fraud and financial crime globally, and the accomplishment of EBITA profitability.
  • "I try to be thoughtful in choosing the organizations that I work with in today's fast-moving financial technology landscape," said Sallie Krawcheck.

BioCatch Welcomes Sallie Krawcheck and Liat Nadai Arad to Board of Directors

Retrieved on: 
Monday, December 4, 2023
Citigroup, Woman, Morgan Stanley Wealth Management, Safety, Behavior, Organization, Creativity, Head, EBITA, Data science, Fraud, M-Systems, Bain Capital, Modu, Work, JPMorgan Chase, EVP, Veteran, Own It, SanDisk, Investment company, LIAT, Human, Colonel, Citi Private Bank, Barron's, Deutsche Bank, Growth, TEL, ESG, Cryptocurrency, Ellevest

NEW YORK and TEL AVIV, Israel, Dec. 4, 2023 /PRNewswire/ -- BioCatch, the global leader in digital fraud and money laundering detection and response powered by behavioral biometric intelligence, today announced the addition of Sallie Krawcheck and Liat Nadai Arad to the company's board of directors. Together, the award-winning financial services and cybersecurity veterans bring more than 50 years of growth, operations, and innovation experience in support of BioCatch's expanding fraud detection and financial crime prevention product portfolio and market growth strategies.

Key Points: 
  • Sallie Krawcheck is the CEO and co-founder of Ellevest , an invest-tech and wealth management company, built by women, for women.
  • It is gives me great pleasure to welcome both Sallie and Liat to our Board of Directors."
  • Sallie Krawcheck and Liat Nadai Arad join BioCatch in parallel with the company's realization of $100M in annual recurring revenue , the achievement of protecting more than 315 million banking customer from fraud and financial crime globally, and the accomplishment of EBITA profitability.
  • "I try to be thoughtful in choosing the organizations that I work with in today's fast-moving financial technology landscape," said Sallie Krawcheck.

Citi GPS – Philanthropy and the Global Economy v3: Perspectives on the Future of Giving

Retrieved on: 
Monday, October 30, 2023
Banking, Professional Services, Business, Islam, Intelligence, Growth, Citi Private Bank, Social, Organization, Geography, Trust, Non-governmental organization, COVID-19, Community, Woman, Future, Climate change, Silent, New York Philanthropic Advisory Service, Pharmaceutical industry, Renewable energy, Management, Global North and Global South, Atlantic Ocean, Citigroup

Citi today released a Global Perspectives & Solutions (Citi GPS) report titled PHILANTHROPY AND THE GLOBAL ECONOMY v3.0: Perspectives on the Future of Giving , (link to report, free access).

Key Points: 
  • Citi today released a Global Perspectives & Solutions (Citi GPS) report titled PHILANTHROPY AND THE GLOBAL ECONOMY v3.0: Perspectives on the Future of Giving , (link to report, free access).
  • In 2022, conflict in Ukraine drove an outpouring of charitable giving as donors around the world hurried to show their support.
  • The report investigates the trends observed in 2022, noting the renewed importance of understanding how increased geopolitical instability may shape future giving.
  • The report also highlights the geography of philanthropy is shifting, beyond the surge in international giving to Ukraine in 2022.

J.P. Morgan Private Bank Welcomes $2BN Advisor Team to its Seattle Business

Retrieved on: 
Thursday, September 21, 2023
Olive, JPMorgan Chase, Private banking, Pacific Northwest, Citi Private Bank, Harding, Howell, Friends, Trust, Investment, Chase, Growth, Central Waterfront, Seattle, James Olive, Financial services, Puget Sound

SEATTLE, Sept. 21, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced that a three-person advisor team has joined the firm in Seattle, Washington.

Key Points: 
  • SEATTLE, Sept. 21, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced that a three-person advisor team has joined the firm in Seattle, Washington.
  • "The Pacific Northwest remains an important region for the Private Bank, and in Seattle we continue to see opportunities for our team to grow," said David Frame, Chief Executive Officer, J.P. Morgan U.S.
  • The advisor team will report to Tim Howell , Managing Director and Seattle Market Manager for J.P. Morgan Private Bank.
  • To learn more about the Private Bank across Seattle visit: privatebank.jpmorgan.com/seattle .

Suzanne Gyorgy Joins Emigrant Bank Fine Art Finance as Partner to Boost Global Growth

Retrieved on: 
Wednesday, September 6, 2023
Professional Services, Arts, Museums, Entertainment, Retail, Luxury, Finance, Banking, Morris Museum of Art, Morris Museum, Multimedia, Pratt Institute, Citi Private Bank, Partner, György, Museum, UBS, Growth, Jewellery, Paine Webber, Creative industries

Emigrant Bank Fine Art Finance (EBFAF), a leading provider of innovative art finance solutions, today announced that Suzanne Gyorgy has joined the firm as a Partner.

Key Points: 
  • Emigrant Bank Fine Art Finance (EBFAF), a leading provider of innovative art finance solutions, today announced that Suzanne Gyorgy has joined the firm as a Partner.
  • For the past fourteen years, Gyorgy was Global Head of Art Advisory and Finance at Citi Private Bank.
  • View the full release here: https://www.businesswire.com/news/home/20230816514990/en/
    Emigrant Bank Fine Art Finance Partner Suzanne Gyorgy (Photo: Emigrant Bank Fine Art Finance)
    “We are delighted to welcome Suzanne to our team.
  • “Joining Emigrant Fine Art Finance is a thrilling opportunity for me to contribute to the growth and success of a firm that is at the forefront of revolutionizing the art finance landscape,” Gyorgy said.

ACE & Company's Buyout Strategy Maintains Brisk Investment Pace, Completing Five New Investments in 2023

Retrieved on: 
Tuesday, September 5, 2023
Private equity, Politics, Private equity in the 2000s, Citi Private Bank, Investment, ACE, Free Enterprise Fund v. Public Company Accounting Oversight Board, EFront Alternative Investment Solutions, Fund, Forum, Rail transport, Financial services

In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.

Key Points: 
  • In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.
  • ACE Buyout IV (Fund IV), launched in 2020, closed its twenty-ninth and final investment in Q2 of this year, completing its investment deployment on schedule.
  • ACE Buyout V (Fund V) held its first closing in Q2 2023 and immediately began deploying capital.
  • ACE Buyout leverages its team's deep sponsor network and sector expertise while harnessing intellectual capital across ACE's various global businesses.

ACE & Company's Buyout Strategy Maintains Brisk Investment Pace, Completing Five New Investments in 2023

Retrieved on: 
Tuesday, September 5, 2023
Private equity, Politics, Private equity in the 2000s, Citi Private Bank, Investment, ACE, Free Enterprise Fund v. Public Company Accounting Oversight Board, EFront Alternative Investment Solutions, Fund, Forum, Rail transport, Financial services

In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.

Key Points: 
  • In the first half of 2023, ACE Buyout completed five new investments from its two most recent funds.
  • ACE Buyout IV (Fund IV), launched in 2020, closed its twenty-ninth and final investment in Q2 of this year, completing its investment deployment on schedule.
  • ACE Buyout V (Fund V) held its first closing in Q2 2023 and immediately began deploying capital.
  • ACE Buyout leverages its team's deep sponsor network and sector expertise while harnessing intellectual capital across ACE's various global businesses.

SageView Advisory Group Commences Next Phase of Growth Strategy with Appointment of John Longley as CEO and Randy Long as Chairman

Retrieved on: 
Monday, August 14, 2023
Longley, Private banking, Aquiline, Partnership, First Citizens BancShares, Sustainability Accounting Standards Board, RIA, Channel, Capital One, Acquisition, Citi Private Bank, Wealth, Citigroup, Pleasure, Capital, Growth, RBG, Retirement, Fifth Third Bank, Management, Financial adviser, Financial services

NEWPORT BEACH, Calif., Aug. 14, 2023 /PRNewswire/ -- SageView Advisory Group ("SageView"), one of the nation's leading independent RIA firms, today announced the commencement of the next phase of its growth vision with the appointment of Randy Long to the role of Chairman of the Board, while naming John Longley CEO. These appointments will be effective September 1, 2023. 

Key Points: 
  • With Aquiline's support, Mr. Long and his team have exceeded the firm's growth goals under its current three-year plan, successfully expanding via organic growth efforts and acquisition.
  • He co-founded and served as CEO of Dobot, a digital financial advisory platform, which was acquired by Fifth Third Bank.
  • I am confident of our ability to accelerate growth as we launch the next phase of our long-term vision," said Longley.
  • The firm continues to identify new advisors and opportunities who are a strong cultural growth fit for SageView through acquisitions and recruiting.

Brown Brothers Harriman Private Banking Team Continues Growth in Philadelphia

Retrieved on: 
Tuesday, July 18, 2023
Professional Services, Other Professional Services, Finance, Asset Management, Consulting, Personal Finance, Korea International Trade Association, Abe Bernstein, Acquisition, Wealth, Private, Customer, BBH, Citi Private Bank, Brown Brothers Harriman & Co., Private banking, Bank, Financial services, Citibank

The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.

Key Points: 
  • The Private Banking arm of Brown Brothers Harriman & Co. (BBH) is pleased to announce the expansion and strengthening of its Wealth Management and Corporate Advisory & Banking teams in Philadelphia with the recent hiring of Tom Hyland, Patrick Gleeton, and Luke Hirneisen.
  • These hires reflect the firm’s deep commitment to Philadelphia and the mid-Atlantic region, its private business owners, and local endowments, foundations, and non-profit institutions.
  • Prior to joining the BBH team, Tom was a Private Banker at Citi Private Bank.
  • Prior to joining BBH in Philadelphia, Pat was a Private Wealth Advisor for AB Bernstein in Philadelphia, Atlanta, and Washington DC.

LAEDC Announces Appointment of Halé Behzadi of Citi Global Wealth as New Board Chair

Retrieved on: 
Saturday, July 1, 2023
Private, Los Angeles County Economic Development Corporation, Lead, Human, Research, Citi Private Bank, Economic development, Executive Committee, Federal Reserve Board of Governors, Chairperson, Demographics of Los Angeles, Growth, Private banking, Management, Industrial design, Amazon

Ms. Behzadi is a member of Citi Private Bank’s Global Leadership Team and leads the Private Banking activities in 25 offices across the United States and Canada.

Key Points: 
  • Ms. Behzadi is a member of Citi Private Bank’s Global Leadership Team and leads the Private Banking activities in 25 offices across the United States and Canada.
  • "We are thrilled to welcome Halé Behzadi as the new Board Chair of LAEDC.
  • "I am honored and excited to take on the role of Board Chair at LAEDC.
  • "I am pleased to join LAEDC’s Board of Governors as co-Vice Chair with Mr. Frierson along with our new Board Chair, Ms. Behazdi.