David has overall responsibility for Citi Global Wealth Investments, which unifies the Investments teams of the Private Bank and the Consumer Bank worldwide.

As Chief Investment Officer, David ensures the integration of our asset allocation, manager research and portfolio management teams, and offers his perspectives on the markets.

David joined the Private Bank in 2009 as the Global Head of Managed Investments. He designed the architecture of our global managed investments platform, including its Citi Investment Management unit, and our distinctive private equity, real estate, hedge fund and traditional investment teams. He became Global Head of Investments in October of 2017.

Prior to joining Citi, David was Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He has been a co-founder of a hedge fund of funds, Martello Investment Management, and a senior executive at two leading hedge funds, John W. Henry and Company and Ellington Management Group.

David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School.

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Steven heads our Global Strategy team which formulates our macro investment views across all regions and asset classes. He chairs our Global Investment Committee, which sets our tactical asset allocation, the basis for discretionary portfolios we manage for clients. 

As Chief Economist, Steven provides detailed macroeconomic analyses to inform portfolio decisions.

Previously, Steven was Head of Economics for US institutional equities at Citi Investment Research. He advised the firm’s institutional and government clients globally on macroeconomic developments, forecasts and policy analysis. 

He was also economic advisor to the Morgan Stanley Smith Barney Global Investment Committee and a voting member of predecessor Asset Allocation Committees at Salomon Smith Barney.

 Steven has a master’s in quantitative economics at Bernard M. Baruch College, City University of New York.

As Global Head of Sustainable Investing, Harlin works across Citi’s investment divisions to develop and oversee investment solutions along the full spectrum of sustainability - ESG integration, socially responsible,thematic and impact investments - to ensure the integration of sustainable practices in alignment with Citi’s best thinking on research, asset allocation and diversification. She also works closely with the Chief Investment Officer and Chief Strategist teams to deliver thought leadership and content to clients and external partners and works with the Global Investments Lab to develop and deliver client portfolio analytics.

Dan leads a team of professionals in Boston, New York, London and Hong Kong dedicated to identifying key themes across alternative asset classes, and originating opportunities for clients.

Prior to joining Citi, Dan worked for Bank of America’s alternative investment group, focusing on private equity and real estate origination and investment management. Dan also has experience working on all aspects of the underwriting and monitoring process for a wide range of buyout, venture capital, and real estate investments during his career in Bank of America’s principal investing division

Dan holds a bachelor’s degree from Pennsylvania State University and an MBA from the University of Chicago.

Joe is responsible for identifying particular equity sectors, and style factors that are driving global indices. He is also a voting member of the Private Bank’s Global Investment Committee.

Before joining Citi, Joe worked at the Federal Reserve Bank of New York, where he was a policy analyst in the Fed’s Markets Group.

Joe has a bachelor’s in economics and computer science from Georgetown University and an MBA from NYU Stern School of Business. He is also a CFA charter holder.

Based in Hong Kong, Ken is responsible for identifying investment opportunities and risks across asset classes throughout the region.

Ken has over 20 years of investment and research experience. Prior to joining the Private Bank, he was Senior China Economist at BNP Paribas. Previously, he worked for Citi Investment Research for 11 years. Based in Beijing and Shanghai, he covered China macro investment themes and Asia regional economics. He started his career in 2000 covering the US economy and markets for Citi Investment Research in New York.

Ken received a bachelor’s from Boston College and an MBA from the New York University Stern School of Business.

Wietse is co-portfolio manager on both the CIM Global Multi-Thematic and CIM Global Dividend Knights portfolios.

He is also a voting member of the Global Investment Committee, which sets the Private Bank’s tactical asset allocation recommendations.

In his previous role, Wietse oversaw global equity strategy for the Private Bank as part of the  Office of the Chief Investment Strategist.

Before joining Citi, Wietse was Global Equity Strategist at an asset manager in the UAE. Prior to that, Wietse was a sell-side equity strategist with HSBC in London and then in South Africa, with a focus on emerging markets.

Wietse holds bachelor’s in finance from the University of Durham.

Rob oversees Citi Investment Management’s operations globally, which responsible for approximately $80.5bn in assets under management and advisement.

He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.

Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.