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The philosophy driving our investment platform is to be the highest quality, most independent, research-driven global investment platform of any private bank.
David is responsible for the design, implementation and management of Citi Private Bank’s global managed investments business. This includes all third-party alternative and traditional managed investments, including manager selection, operational and investment due diligence, and portfolio asset allocation as well as the operation of Citi Investment Management, Citi Private Bank’s global discretionary investment management business.
Previously, David was president of alternative investment solutions for Bank of America’s global wealth and investment management business. He also served on Bank of America’s most senior investment oversight and product approval committees. Prior to that, he was head of alternative investments at US Trust.
David holds a BA in Economics and Political Science with honors from Amherst College and an MBA with honors from Harvard University.
The Private Bank’s managed investments operations offer independent advice on traditional, hedge fund and private equity managers, and a full spectrum of investment and wealth planning strategies with the focus of a boutique combined with global reach.
Citi Investment Management is the Private Bank’s discretionary investment management organization. It seeks to provide clients with competitive risk-adjusted returns throughout market cycles. Our expertise includes equities, fixed income, hedge fund-of-funds, as well as multi-asset class and bespoke investment strategies.