CITIGROUP INC. 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.
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