NEW YORK--(BUSINESS WIRE)--Citi’s team of Financial Advisors earned recognition on Bank Investment Consultant’s annual Top 100 Bank Advisers list, garnering 25 positions in the 2016 ranking, the most of any bank.
Citi Personal Wealth Management Financial Advisor Peter Shieh of Rowland Heights, CA, was named the No. 1 wealth manager, while Andrew Vahab and Robert Fallone, both located in New York, were also named to the top 10. The number of Citi Financial Advisors on the list more than doubled, rising from 10 in 2015.
“By attracting talented Financial Advisors, we strengthen our new Citigold offering and our ability to serve our clients with distinction,” said Venu Krishnamurthy, Head of Citigold and Citi Priority Client Segments, and Citi Personal Wealth Management. “At the same time, we create an environment for continued success by providing our Financial Advisors with robust institutional capabilities ranging from research to capital markets platforms, and with opportunities to grow professionally.”
Bank Investment Consultant, a leading online publication for bank wealth managers, based its ranking on a composite score that incorporates such measures as assets under management and percentage growth in AUM.
The following Citi Personal Wealth Management Financial Advisors, located in key Citi markets, were named to this year’s Top 100:
Citi continues to invest in the professional development of its Citi Personal Wealth Management Financial Advisors and Citigold Relationship Managers and recently 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 Top 100 rankings follow Citi’s recent introduction of new 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.
INVESTMENT AND INSURANCE PRODUCTS: NOT FDIC INSURED; NOT A BANK DEPOSIT; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NO BANK GUARANTEE; MAY LOSE VALUE
Banking and lending services, including The Citigold Account Package and The Citi Priority Package, are offered from Citibank, N.A. (“Citibank”), Member FDIC and Equal Housing Lender NMLS# 412915. Financial planning and investment guidance are from Citi Personal Wealth Management, which is a business of Citigroup Inc. that offers investment products 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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