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Our team serves the vibrant entrepreneurs who are driving change and creating value across the western United States.
Halé oversees our relationships with clients across the western region of the United States, creating individual financial strategies involving investments, trusts and estates, investment finance, banking, mortgages, and capital markets.
She has nearly three decades of experience working with ultra high net worth families, their closely held businesses and philanthropic ventures. She joined Citi in 2002 and helped open the Beverly Hills office in 2003.
Prior to joining Citi Halé worked for Bank of America, directing a team of private bankers in Beverly Hills.
Our western Region team serves ultra high net worth clients from offices in Seattle, Palo Alto, San Francisco, Beverly Hills, Los Angeles, Costa Mesa and Phoenix.The business is built on advice and solutions that are individually tailored to each client.