NEW YORK--(BUSINESS WIRE)--Citi Private Bank announced today that Casey Hannon has joined as Director and Investment Counselor based in Philadelphia, PA. In this role, Mr. Hannon will establish, grow and manage investment relationships for high net worth and ultra-high net worth clients in the Mid-Atlantic region. Mr. Hannon will also be responsible for building and supervising investment portfolios and guiding clients through actionable investment ideas.
“Philadelphia is a key market for Citi Private Bank and we are excited to build on our legacy of delivering at the highest levels for our clients, said Michael Persinski, Head of Investment, U.S. Eastern Region at Citi Private Bank. “We are confident that Casey’s appointment will lead to greater growth and expanded market share for the Mid-Atlantic region. His leadership skills, reputation amongst his peers and innovative approach to investment strategy is in line with the execution and dedication we always strive to provide to our clients,” he continued.
Mr. Hannon’s appointment underscores Citi Private Bank’s commitment to the Philadelphia metro area, “We are thrilled to add exceptional talent to our team as we continue to expand our presence and deliver our global expertise and resources to ultra-high net worth clients in the Philadelphia region,” said Eastern Regional Market Manager Barbara Mccollum.
Mr. Hannon joins from JP Morgan Chase & Co. where he spent 14 years. Most recently he was an Investment Specialist and team leader for the Private Bank in the Philadelphia office, responsible for all Mid-Atlantic investments business based out of Philadelphia. Additionally, he served as the primary investment coverage for over $725 million of discretionary assets and oversaw $1.2 billion in total client assets. He also serviced 65 high net worth individuals/families, foundations and endowments and counseled clients on complex hedging and monetization strategies. Prior to that Mr. Hannon was based in the JP Morgan Chase Delaware office as a Senior Business Analyst.
“Citi’s global platform is unparalleled and I look forward to utilizing the firm’s extensive resources to grow our clients’ trust and confidence. I am greatly encouraged about what the team and I will be able to accomplish given Citi’s broad reach, proprietary investment tools and robust capital markets solutions. Clients are consistently looking for new and innovative ways to capitalize on market inefficiencies and Citi Private Bank can deliver superior investment outcomes,” said Casey Hannon.
Mr. Hannon holds a B.S. in Business Administration from Villanova University and is a member of the Villanova Football Club and Alumni Association.
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.
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