Our team advises individuals and families, utilizing our global platform to provide
best-in-class investment strategies, capital markets, banking, lending and trust
and estate planning services.
Ida leads the Ultra High Net Worth Private Bank business in New York.
Previously, Ida was a Senior Private Banker and Head of our North America Asian
Clients Group. Before joining Citi, Ida was Global Head of Sales, Marketing and Business
Development for Vivienne Tam, and prior to that spent seven years in mergers and acquisitions
in New York and Hong Kong with Merrill Lynch and Deutsche Bank, where she advised
on some of the world’s largest transactions.
Ida has received several industry accolades, including being named a World Economic
Forum Young Global Leader, Crain’s 40 under 40, Top 50 Asian Americans in Business
and Financial Times Top 100 Female Advisors. An active member of the community,
Ida serves as a board member of Wellesley College Alumnae Association and a board
member of Harvard Kennedy School, Women's Leadership Group. She is also an Advisor
to Asia Foundation’s Lotus Circle and is a member of Wellesley College Business
Ida holds a BA with honors from Wellesley College, a Merrill Lynch Executive MBA
from The Wharton School, University of Pennsylvania and Harvard Kennedy School Global
Leadership and Public Policy for the 21st Century. Ida is fluent in Mandarin and Spanish
and conversant in Italian and Russian.
Our New York region team serves ultra high net worth clients in New York City and
Long Island, providing advice and strategies that are individually tailored to each