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As our clients trusted advisor, our investment professionals deliver tailored investment strategies across all asset classes.
Jonathan Leach is a Managing Director and Head of Investments for North America. In this role, he is responsible for enhancing the Investments client experience by delivering timely investment strategies combined with intellectual content. He manages a team of investment professionals across the United States and Canada focusing on ultra high net worth individuals, family office clients and law firms and their partners.
Jonathan’s team includes the Investment Counseling team as well as the Capital Markets, Sales and Trading, Managed Investments and Investments Analytics teams.
Jonathan also sits on the Board of Directors of Citigroup Global Markets Inc.
Prior to this role, he was Head of the Investment Counselors for North America where he was responsible for all Investments sales in the region – leveraging our institutional platform and leading investment strategies by executing our Investment outlook and high conviction ideas.
From 2011 to 2015, Jonathan was the Head of Investment Counseling for the New York area and the United Kingdom based out of New York and London. While based in London, he also had responsibility for other market regions in Northern Europe including the Nordics and Germany. He joined Citi in 2005 as a Senior Investment Counselor in London where he focused on portfolio management for ultra high net worth individuals.
Prior to joining Citi, Jonathan worked at Barclays Private Bank and Merrill Lynch Wealth Management in London also focusing on investment management.
Jonathan holds a BA Honours degree in Economics from the University of Nottingham in the UK. He also holds the FINRA Series 7, 31 and 66 licenses. Additionally, Jonathan serves as a Trustee for Boys & Girls of America Northeast.