Paisan has responsibility for our quantitative asset allocation models and research and contributes to related thought leadership. He joined the Private Bank in 2013 to help build a quantitative stock selection model.

Previously, Paisan was a quantitative equity portfolio manager and researcher at BlackRock, where was responsible for stock selection modeling as well as managing index portfolios. Before that, he was a partner at Thunder Bay Capital Management, overseeing statistical arbitrage and asset allocation.

Paisan holds a bachelor’s in computer engineering from Chulalongkorn University, Thailand, an MBA from Thammasat University and a PhD with a concentration in finance from the Kenan-Flagler School, University of North Carolina at Chapel Hill.

Jonathan oversees the new product development process for CIM, developing differentiated offerings across the franchise globally. Jonathan was previously Head of Investments for North America and before that served as Head of Investment Counseling for North America, the New York area, and the UK.

Prior to joining the Private Bank in 2005, Jonathan worked at Barclays Private Bank and Merrill Lynch Wealth Management in London, also focusing on investment management.

Jonathan holds a bachelor’s degree in economics from the University of Nottingham.

He also serves as a Trustee for the Boys & Girls of America Northeast.

Kerry leads the North America division of the Private Bank’s global investment management organization, responsible for managing assets for ultra-high net worth individuals, institutions, endowments and foundations.

Previously, Kerry was the Chief of Staff for Citi Latin America, covering institutional client franchises in 22 countries across the region and Citibanamex’s consumer franchise in Mexico. Prior to that, she worked in the office of former Citigroup CEO Mike Corbat.

Kerry began her Citi journey in 2012 in the Markets Division, where she held trading and institutional sales roles in corporate foreign exchange and global spread products.

Kerry has a bachelor’s degree in economics from Harvard University where she graduated cum laude.

Jeffrey leads the CIM Portfolio Solutions team and oversees the portfolio management of Multi-Asset Class Solutions (MACS), advisory portfolios, and the research team selecting traditional investment managers. 

Previously, Jeff was at Oppenheimer & Co., where he oversaw asset allocation, manager selection, portfolio construction, and risk management in their Consulting Group. Prior to that, he was a director of manager research at UBS Global Asset Management. Jeff has also held roles at Northern Trust, ForstmannLeff, UBS PaineWebber, and Smith Barney. 

Jeff has a bachelor’s degree from Indiana University and an MBA from the Charles H. Kellstadt Graduate School of Business at DePaul University.

Francesco oversees all of Citi Investment Management activities in Europe, Middle East, Africa and Latin America. He is also a member of our Global Investment Committee.

Francesco has more than 27 years of investment experience across different asset classes and geographical areas as a portfolio manager for high net worth, retail and institutional clients. Francesco joined Citigroup in 2003 from INVESCO Asset Management Limited.

Francesco started his investment career as a portfolio manager with Sige Consulenza, part of the IMI Group, in Milan.

He holds an economics degree from L.Bocconi University in Milan.

Daniel oversees Citi Investment Management’s activities in the Asia-Pacific region. He has over 26 years of public and private equity investment experience. Prior to joining Citigroup, he was a founding member of The Dellacorte Group, a private equity firm focusing on middle market buyout transactions.

Previously, Daniel was a senior portfolio manager at Wilmington Trust, responsible for managing discretionary investment portfolios for institutional and private investors. He began his career at UBS, becoming a portfolio manager co-managing a non-US equity product.

Daniel has a joint MBA degree from the NYU Stern School of Business, London School of Economics and HEC School of Management, Paris. He also received a BS in Finance and Management from NYU Stern and is a holder of the Chartered Financial Analyst designation.

Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers. She also served as an adjunct professor of impact investing at USC’s Marshall School of Business.

Harlin holds an undergraduate degree in finance from Rutgers University and a master’s in public administration from New York University.

Archie oversees CIM’s fundamental and systematic equity portfolio managers in the US and London. He is also the lead portfolio manager for the Citi Global Multi-Thematic Portfolio and helps set the Private Bank’s tactical asset allocation as an alternate voting member of the Global Investment Committee. 

Previously, Archie was CIM’s Director of Portfolio Research and oversaw Citi Investment Management’s equity research team. He has also served as Head of Equity Direct & Advisory, providing equity analysis and ideas across developed and emerging markets, and as Head of Equity Research Product Management for Citi Research US.

Archie has a bachelor’s degree in English literature from the University of Richmond.