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Citi Private Bank Hires UHNW Credit Suisse Man For US Family Office Role

Eliane Chavagnon

21 May 2014

William Woodson will join from Credit Suisse in June as managing director and head of the firm’s North America family office group, based in West Palm Beach, Florida.

Woodson was previously head of the ultra high net worth and family office business for Credit Suisse’s private bank in North America. This publication has contacted Credit Suisse about the matter to see if the firm has named a successor.

In his new role at Citi, Woodson replaces Stephen Campbell, who has been named as chairman for the North America family office group – a role in which he will advise the firm’s biggest family office and foundation clients in North America and globally.

Woodson will report to Peter Charrington, chief executive of Citi Private Bank, North America, and Catherine Weir, global head of the family offfice group.


Campbell joined Citi Private Bank in 2011 to build out the firm's North America family office platform, with around 25 years of financial industry experience. Prior to joining, he led investment management and technology organisations for Fidelity Investments in the US, Europe and Asia. He also founded and invested in early-stage venture companies, and was chief investment officer at a family office.

Earlier in his career, Woodson spent a decade in public accounting at Coopers & Lybrand and Arthur Andersen before leaving to run the family office for one of his largest clients. He was also a founding member and managing director of myCFO and worked as a private banker with the Merrill Lynch Private Banking and Investment Group before joining Credit Suisse in 2007 to lead the firm’s multi-family office practice and wealth planning group.