Family Office Leadership Program 2021

James (Jim) O'Donnell was appointed to lead Citi Global Wealth upon its creation in January 2021. In this role, he oversees the Private Bank and the other parts of Citi’s Consumer Wealth organization. Previously, he was Global Head of Investor Sales and Relationship Management within Citi’s Markets and Securities Services Division. He joined Citi in July 1999 as Head of European Equities, becoming Head of US Equities in 2004. 

Prior to Citi, Jim was President and CEO of HSBC Securities in New York and CEO of HSBC James Capel, HSBC's Global Equity business. Before that, he was President and CEO of NatWest Securities in the US. He held various roles at Drexel Burnham Lambert from 1986 to 1990, including Head of Sales and Trading for International Equities and Co-Head of Global Equity Trading.

Jim holds bachelor's degree in comparative religion from Princeton University.

James has overall responsibility for addressing the needs of Citi Private Capital Group’s clients.

Previously, James was Global Market Manager for Northern Europe, also overseeing the coverage of family office clients across EMEA.

Before joining the Private Bank from Barclays in 2005, James was founding partner and finance director of a digital television start-up venture. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice. He joined has also worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel.

James graduated from Manchester University in 1992 with a bachelor’s in economics. He is a fellow of the Institute of Chartered Accountants in England and Wales.

Stephen advises families of significant wealth on best practices in family office and investment management. He has authored articles on topics such as creating a family office, investment management principles and the characteristics of successful multi-generational families.

Previously, he was chief investment officer of a Seattle-based family office, and has held senior investment and technology roles with Fidelity Investments in Europe and the US. Stephen was founder and CEO of two financial technology companies, and has led investments in numerous early-stage companies.