Citi Private Bank

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  New Hire Roundup: Kapoor Rises at Morningstar; Chilton Trust Gains Approval

  By Marlene Y. Satter, AdvisorOne  |  May 17, 2012

  This week in new hires, Morningstar promoted Kunal Kapoor; Chilton Trust was approved by the Florida Office of Financial Regulation; and Duff & Phelps announced a new independent broker-dealer due diligence practice.

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  New Hire Roundup: Atlanta Capital Group Adds Two

  By Marlene Y. Satter, AdvisorOne  |  May 9, 2012

  This week in new hires, Atlanta Capital Group welcomed David McInnis and Richart Artzi; Jennifer Mitchell joined Tiedemann Wealth Management; and Wally Head went to Gresham.

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  New Hire Roundup: Harris Returns to Davis Polk; Citi Private Bank Welcomes Mohammed

  By Marlene Y. Satter, AdvisorOne  |  May 3, 2012

  This week in new hires, Davis Polk welcomed back Kim Harris and Nevada Mohammed joined Citi Private Bank’s Vancouver office.

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  Top 10 Countries for Economic Growth

  By Ron Pechtimaldjian, AdvisorOne  |  April 19, 2012

  AdvisorOne highlights the countries based on growth potential from 2010 to 2050, culled from the Knight Frank and Citi Private Bank Wealth Report for 2012.

• New Hire Roundup: BondDesk Welcomes Swartz; Kosharek Rises at Raymond James

  By Marlene Y. Satter, AdvisorOne  |  March 28, 2012

  This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.

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  New Hire Roundup: Putnam Advances Sipple; Hewson Joins Citi Private Bank

  By Marlene Y. Satter, AdvisorOne  |  March 14, 2012

  This week in new hires, Scott Sipple moved up at Putnam Investments; Mark Hewson went to Citi Private Bank; Bradford Campbell joined Drinker Biddle; Kimberley Branch and John Forrest went to Symetra; and SNR Denton welcomed Lisa Ledbetter.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

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  Barclays Adds 6 Advisors, 2 From BofA

  By Janet Levaux, AdvisorOne  |  October 28, 2011

  Barclays Wealth said Friday that it recently hired six advisors, including one from Merrill Lynch and one from BofA-U.S. Trust in New York, Boston, Dallas and Miami.