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We strive to serve you, a hard-working, sophisticated professional, as you serve your most important clients – respecting your time, building trust, and leveraging the vast global resources of our institution for your benefit.
Edward Karan leads the Professional Services Group at Citi Private Bank. Together with a team of dedicated professionals, he advises individual clients and their families on liquidity, financing, investment and wealth management strategies.
Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional. In 2015, Edward was inducted into Citi Private Bank’s Chairman’s Council Hall of Fame for six years as one of the firm’s top performers.
Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. Edward is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds both the Chartered Financial Analyst® and Certified Financial Planner® designations.
The Professional Services Group at Citi Private Bank provides customized financial strategies and tailored advice to partners and senior directors at some of the world’s most prestigious accounting, consulting and asset management firms.