David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He has been a co-founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.

As well as chairing the GIC, Steven heads our Global Strategy team, which formulates our macro investment views across all regions and asset classes.

As Chief Economist, Steven provides detailed macroeconomic analysis and advice across regions, helping clients to understand and invest in a complex world.

Previously, Steven was Citi Investment Research’s Head of Economics for the US institutional equities business.

He was also economic advisor to the Morgan Stanley Smith Barney Global Investment Committee until early 2013.

Steven holds an MS in Quantitative Economics from Bernard M Baruch College.

Iain Armitage has overall responsibility for our Capital Markets organization, whose asset class specialists provide investment advice and execution services across equity, fixed income, FX and commodity markets. He is based in London.

Iain has worked at Citi for over 25 years and prior to his current role was the Regional Head of Investments for the Private Bank in EMEA.

Before joining the Private Bank in 2012, Iain worked in Global Markets, including roles as Global Head of Commodity Investor Sales, Head of Fixed Income Derivatives Sales in Japan and as a fixed income derivative salesperson in Europe. 

Iain holds a bachelor’s degree in economics from Durham University.

Philip heads the Private Bank’s Office of Innovation, which he helped to establish in 2018. He chairs the Growth Board, participates on accelerator programs and other initiatives designed to improve the client experience. 

He has more than 20 years of financial industry experience, mostly gained at Citi. Before joining the Private Bank, he held a variety of positions within Citi’s Institutional Clients Group. As well as leading the Global Investment Lab, Philip sits on the Global Investment Committee and Multi-Asset Class Committees, which inform the tactical market views and management of discretionary portfolios respectively. 

Dan leads a team of professionals in Boston, New York, London and Hong Kong dedicated to identifying key themes across alternative asset classes, and originating opportunities for clients.

Prior to joining Citi, Dan worked for Bank of America’s alternative investment group, focusing on private equity and real estate origination and investment management. Dan also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division

Dan holds a bachelor’s degree from Pennsylvania State University and an MBA from the University of Chicago.

Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.

He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.

Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.

Kristen Bitterly Michell is the Head of Capital Markets for the Americas at the Private Bank. She is responsible for managing a team of capital markets professionals which interacts with clients to deliver cross asset solutions that can be incorporated into a core portfolio as well provide tactical trading strategies.

Previously, Kristen was Head of Investments for the East Region of North America at the Private Bank. In this role, she led a team of Investment Counselors who provided ultra high net worth clients with investments strategies across all asset classes.

Prior to that, she spent nearly two decades in Capital Markets leading teams at Citi, Credit Suisse and JP Morgan. A fluent Spanish speaker, Kristen has extensive experience covering clients in both North America and Latin America and speaks regularly at industry conferences, presenting in both English and Spanish.

Kristen holds a BA in Economics and Spanish Language & Literature from the University of Notre Dame (summa cum laude) and an MBA from the Kellogg Graduate School of Management at Northwestern University.

Lisandro oversees the creation and delivery of innovative investment strategies, asset allocations and risk management to leading high net worth clients and family offices across Latin America.

Lisandro joined Citi from BAP Capital, a distressed real estate fund, where he was investment officer and before that was investment officer for Citi’s global pension investments group.

Laurence has overall responsibility for meeting the investments needs of clients across Europe, the Middle East and Africa, including asset allocation, product advice, and execution across capital markets and managed investments.

Previously, Laurence served as Head of Investment Counselling for the UK, Israel, Greece and Russia, and as Private Banking team leader for Israel and South Africa.

Prior to joining the Private Bank in 2003, Laurence was a portfolio manager at Insinger de Beaufort – BNP Paribas Wealth Management.

Laurence holds a bachelor’s degree in private law and finance from the University of South Africa.

Roger is responsible for all of our investments activities in Asia-Pacific.

Previously, he was Head of Citi Investment Management in the region. Roger has more than 27 years of asset management industry experience. He spent the first ten years of his career with JPMorgan Asset Management and its predecessor companies working in Asia, the UK and continental Europe. In 2004, he joined a prominent UK family office to set up and manage a substantial multi-asset-class investment program. As UBP’s Head of Hedge Fund Business in London, he helped build a multi-billion dollar discretionary and advisory customized hedge fund operation.

Roger has an honors degree, postgraduate diploma and MBA in International Financial Services from the University of London. He holds the Certified Private Wealth Professional designation.

As Head of Sustainable Investing, Harlin works across Citi’s investment divisions to develop and oversee investment solutions along the full spectrum of sustainability - ESG integration, socially responsible,thematic and impact investments - to ensure the integration of sustainable practices in alignment with Citi’s best thinking on research, asset allocation and diversification. She also works closely with the Chief Investment Officer and Chief Strategist teams to deliver thought leadership and content to clients and external partners and works with the Global Investments Lab to develop and deliver client portfolio analytics.