People Moves
Citi Private Bank Names MD and Regional Exec For North California
Citi Private Bank has named
Lisa Roberts as managing director and Northern California
regional executive.
Roberts joins the firm from
US Trust Bank of America Private Wealth Management, where she
was managing director and market executive for San Francisco,
Silicon Valley and East Bay. Prior to that, she led Wells Fargo
Private Bank's investment management and trust division in
Colorado and was chief financial officer at the same bank's San
Francisco office.
In her new role Roberts will be based in San Francisco and
will be responsible for operations in the city and Silicon
Valley, with a focus on the needs of ultra high net worth
clients.