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Why choose Citi Global Wealth at Work
Our service is fully customized to you as an individual and to your profession. We are on a mission to be as responsive to you as your clients and customers expect you to be for them.
The benefits of working with Citi Global Wealth at Work
Our service has been designed specifically for those working in professional services and enterprise. This single-minded focus has enabled us to innovate to deliver products and services that suit the needs of you, your family and your firm. Here are some reasons to choose Citi Global Wealth at Work:
Responsive by Design
As a professional, your time is your money, we appreciate managing your own financial needs can sometimes feel like a chore. To make it less so, we’re here to help with all financial needs be that a lost ATM card, help processing a mortgage or managing your wealth as you develop your career. Having served the professional services for over 50 years our bankers are experienced in keeping one step ahead to respond to all of your financial needs.
Experienced Professionals
Our experienced team serves only busy professionals and their industries. They have a complete understanding of the career demands of their clients, the excellent and responsive service they demand, and have the full strength of Citi behind them. They are dedicated to serving you, your peers, and your firms.
Industry insight
No two businesses are the same just as no two professionals are. Whilst we use insight gained from serving the legal, accountancy, consultancy, asset management, healthcare and technology professionals to inform the development of our products, our service is as individual as you.
Shared values
Professionalism requires exceptionally high-standards, attention to every detail, thinking ahead, and above all listening intently to the needs of those you serve. You know that, and we do too as we strive to provide the best private banking and wealth management services to professionals.
Our Network
Our network of offices across the United States and Continental Europe has grown in response to the needs of the most dynamic professional services firms. Our bankers can also provide access to Citi’s unrivalled global network of offices and institutional services as you and your firm requires.
Whole Life Service
From Associate to retired Partner or Director, Citi Global Wealth at Work is here to serve you and your family throughout your career and beyond. We support your financial wellness, the sense of security you feel about your future when you’ve addressed the four key pillars of financial stress: saving, spending, investing and borrowing.
Become a client
Financial wellness
We want to help clients achieve a state of sustainable personal wellness that lets them focus on advancing their careers and their firms.
Wealth management services
Citi Global Wealth at Work offers a range of customized products and services to help you achieve your financial goals.
Meet our people
Naz Vahid
Global Head of Citi Global Wealth at Work
Meet our wealth expert
Naz Vahid is Global Head of Citi Global Wealth at Work, providing tailored financial strategies to working professionals within the legal, asset management and professional services industries.
Prior to this, Naz served as the Head of the Law Firm Group for Citi Private Bank responsible for offices across the United States and UK that serve Law Firms, their Partners and Associates. Before this, she was a Private Banker for more than 15 years.
Naz holds a graduate degree in International Relations and Finance from Columbia University School of International Affairs and undergraduate degrees in Economics and Sociology from Hobart and Williams Smith Colleges. Naz is the member of board of Hobart & William Smith Colleges as well as the Borough of Manhattan Community College (BMCC). She also sponsors scholarships both at Lynbrook High School and Hobart and William Smith Colleges.
Global Head
Michael Remak
Head of Investments
Meet our wealth expert
Michael is Head of Investments and leads the Investment Counselor team globally, responsible for the delivery of investment guidance and wealth management strategies for professional industries including law, management consulting, and asset management.
Prior to this role, he led a West Coast Investment Counselor team for Citi Private Bank.
Before joining Citi, Michael held various leadership roles with Bank of America/Merrill Lynch, Callan Associates, and Bear Stearns Private Client Services Group.
Michael received a BS in International Business from San Francisco State University and earned the Endowments & Foundations Certificate from The Wharton School of Business. He is a Certified Investment Management Analyst and a member of the Chartered Alternative Investment Analyst Association.
Global Head
Joe Ryan
Head of the Law Firm Group
Meet our wealth expert
Joe is Head of the Law Firm Group responsible for 15 offices in the United States and UK that serve Law Firms, their Partners and Associates.
Previously, Joe held positions in the Law Firm Group as the Global Marketplace Manager for the Metro and EMEA Region and as Chief Operating Officer.
Joe received his Doctor of Philosophy degree in Applied Organizational Psychology and his Master of Arts degree in Industrial/Organizational Psychology from Hofstra University. He holds his undergraduate degree in Psychology from Fairfield University.
Joe has presented at numerous conferences on talent management and served as an Adjunct Professor at Hofstra University for 5 years from 2010-2014.
Global Head
Viswanathan (Vish) Venugopala
Head of Wealth Planning and Financial Wellness
Meet our wealth expert
Vish is the Head of Wealth Planning and Financial Wellness responsible for driving digital innovation and scale to Citi's suite of strategies that range from “self service” to “customization” in planning and wellness.
Previously, Vish held positions with Citi Private Bank as Head of the Global Investment Lab for Family Offices, Head of the Global Investment Lab, Americas and Head of the Global Investment Lab in Asia.
Prior to joining Citi, Vish held various roles in the Private Portfolio Services division at Fidelity Investments.
Vish holds a Masters in Investment Management from Boston University, an MBA from Bentley University, and a Master’s in computer science from the University of Houston. Vish is a Chartered Financial Analyst® charterholder and a member of the New York Society of Security Analysts.
Global Head
Anna Labombarda
Global Head of Asset Manager Group
Meet our wealth expert
Anna Labombarda is the Global Head of the Asset Manager Group providing banking strategies, fund commitment financing, investment management and mortgages to professionals in the asset management industry.
Previously, Anna held positions with the Law Firm Group as Head of Business Development, Team Lead for the Boston region, in addition to Team Leader for a team of Bankers in New York.
Anna started her career at CoreStates New Jersey National Bank as a Relationship Manager.
Anna received her undergraduate degrees in Criminal Justice and Business from Seton Hall University.
Global Head
Divya Avasthi
Global Head of Enterprise Group
Meet our wealth expert
Divya is the Global Head of the Enterprise Group working with employees of Citi’s Institutional clients globally to support their wealth management journey.
Prior to joining Wealth at Work, Divya served as the Head of Tech Venture Banking and TMT for our U.S. CCB and was the founder of the national Tech Venture Banking team.
Before joining Citi, Divya held various client-facing and strategy roles at Wells Fargo.
Divya graduated from the University of Virginia with a double major in Economics and Psychology and was president of the Indian Student Association and the Women’s Club during her time there. She also completed her certificate in credit analysis from NYU.
Global Head
Edward Karan
Global Head of Professional Services Group
Meet our wealth expert
Edward is Global Head of the Professional Services Group providing financial strategies and wealth management guidance to senior professionals at leading consulting, accounting, executive recruiting and other professional services firms.
Prior to his current role, Edward had been the lead Private Banker for this client segment.
Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.
Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst charterholders.
We serve
We created Citi Global Wealth at Work to exclusively serve time-pressed professionals and their firms. Having served elite law firms and consultancies for over five decades our model is tried, tested and admired by many of the most respected practices on the planet. We are delighted to now extend this service to Asset Management and Enterprise professionals. We are Responsive by Design.
