People Moves

Citi Private Bank Hires Trust Specialist In Chicago

Vanessa Doctor, 30 November 2011


Citi Private Bank has appointed Claire Rosati as a director and wealth planner for the Chicago branch.

Rosati joins from Barclays Wealth Trustees, where she was president and a member of the board of directors. At Barclays she led the strategic development and execution of a new national trust business. Prior to Barclays, she was with the wealth advisory group of Lehman Brothers for two years and held various roles at Goldman Sachs Trust between 2001 and 2006.

At Citi, she will be working closely with Michael Smith, head of the Midwest region, and Mark Connally, head of the Southwest region. She reports to Art Giacosa, head of new business and wealth planning.

Citi Private Bank provides wealth advisory services to ultra high net worth families, individuals and charitable entities.

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes