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Citi Private Bank serves preeminent legal services firms around the globe. As professionals whose schedules are often demanding, clients of the Law Firm Group value specialized investment advice and comprehensive wealth management. And for the law firms themselves, we bring institutional expertise, from retirement plan management to FX and treasury solutions.
Michael Remak is Head of Investments for the Law Firm Group (“LFG”) at Citi Private Bank. Michael leads the LFG Investment Counselor team globally and he is responsible for the delivery of investment advice and strategies to law firms and legal industry professionals.
Prior to this role, he was an Investment Counselor and Investments Team Leader for Northern California and Seattle at the Private Bank.
Before joining Citi, Michael was with Bank of America/Merrill Lynch in their Managed Solutions Group. In this role, he worked to develop and deliver investment advisory programs for ultra high net worth and Institutional client segments within Merrill Lynch. Previously, Michael was a Senior Portfolio Analyst with Callan Associates in San Francisco. In that role he provided investment consulting services to public and private pension funds as well as nonprofit organizations. Prior to that, he was an Account Executive with Bear Stearns Private Client Services Group.
Michael received a BS in International Business from San Francisco State University and earned the Endowments & Foundations Certificate from The Wharton School of Business. He is a Certified Investment Management Analyst. Michael holds FINRA licenses Series 7 and 66.