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As trusted advisors to individuals and families, we develop and implement relevant strategies to help build and preserve our clients’ wealth and legacy.
Charles Merrill is Head of Business Development for North American. In this role, Charlie oversees the ultra-high net worth strategic client segments and new business development strategy. Charlie is a member of the North American Leadership team. Charlie joined Citi Private Bank in 2010 as the Global Market Manager for New York.
Prior to joining Citi Private Bank, Charlie had over 30 years of client facing experience, having led Merrill Lynch Trust Company of New York, and subsequently holding roles as a wealth advisor for Merrill’s joint investment banking/private client team, as Head wealth planner for Merrill Lynch International Private Client Group and a Senior Market Manager for US Trust/Bank of America Private Bank in New York.
Charlie holds a JD from New York Law School and a BA from Amherst College. Further, he is admitted to the New York State Bar and a member of the New York City Bar Association.
Charlie resides in New York City with his wife and two daughters.
Our Metro New York region team serves ultra high net worth clients in New York City and Long Island, providing advice and strategies that are individually tailored to each client.