People Moves

Citi Private Bank Names MD and Regional Exec For North California

Vanessa Doctor 20 May 2010

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.

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