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As a global custodian, we offer clients centralized portfolio administration, consolidated reporting, dedicated client service and the safety benefits of holding assets in bank custody.
Michael leads a team of custody sales professionals who provide asset safeguarding in custody and reporting solutions to clients in North America and Latin America, including ultra-high net worth individuals and families, multi-family offices, registered investment advisors and institutional clients, such as hedge funds and private equity firms.
Before joining Citi Private Bank, Michael spent 10 years as Executive Director and Head of J.P. Morgan Private Bank’s Americas Custody business. Prior to this tenure, Michael was a Managing Director with Modern Bank and served as First Vice President, Regional Manager, and Head of Global Custody Sales at HSBC Private Bank. Earlier in his career, Michael was Vice President and Section Manager of Custody Services at U.S. Trust. He began his career in financial services with Fiduciary Trust Company International.
Michael holds a Bachelor of Science degree from The State University of New York in Communications Media Management, with a minor in Business Administration. He also attended New York University’s School of Professional Studies, earning a Certificate in Financial Planning.
Our custody team helps clients safeguard their assets and offers comprehensive administrative and reporting solutions.