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.

Gregory has overall responsibility for quantitative research and asset allocation within Citi Investment Management. He oversees Adaptive Valuation Strategies, our methodology for determining the suitable long-term mix of assets for each client’s portfolio. He also serves as Vice Chairman of the Private Bank’s Global Investment Committee, which sets our tactical asset allocation policy.

Previously, he was chief investment risk officer at Ivy Asset Management, director of research at Rydex Investments and a director at the global research center in Deutsche Asset Management.

Bruce is responsible for providing potential investment opportunities and high conviction ideas for global fixed income markets.

Bruce joined the Private Bank in 2018 as a fixed income product specialist, he provided corporate and sovereign credit investment ideas around North and Latin American issuers. Previously, he was an emerging markets credit analyst at Millennium Partners. He has held roles encompassing credit analysis, structured finance origination, and structured credit trading at Commerzbank, Koch Capital, Enron, and Cargill Financial Services. He started his career as a Latin American bond trader at ING.

Bruce earned a bachelor’s degree at the University of Texas at Austin, and a master’s in international Affairs from Columbia University’s School of International and Public Affairs.

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.

With almost 30 years financial markets experience, Jeffrey leads our strategy team in Europe, Middle East and Africa, providing key insights and asset-class recommendations. He is also a member of our Global Investment Committee, which sets our tactical asset allocation positioning.

Before joining the Private Bank, Jeffrey worked in equity and credit research for Barclays Wealth, and was also an emerging markets fund manager at Merrill Lynch Investment Managers, Baring Asset Management and Schroders Investment Management.

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.

Jorge is responsible for identifying investment opportunities and risks in Latin America across asset classes. His work includes the study and interpretation of economic, regional trends, and dynamics, as well as market fundamental and technical analysis.

Jorge has 30 years of buy-side and sell-side institutional experience, investing and trading emerging markets. He joined Citi in 2016 from hedge fund Millennium Partners in New York, where he was an emerging markets portfolio manager. Prior to that, he was the head of Latin America fixed income and credit derivatives trading at ING, Espirito Santo and Dresdner. His experience also includes spells at Cargill Financial Services and Deutsche Bank.

Jorge earned a bachelor’s in economics from the Universidad de Belgrano, and a master’s in finance from the Centro de Estudios Macroeconomicos in Buenos Aires, Argentina. He also holds FINRA Series 66, 63 and 7 licenses.

Charlie Reinhard is the Investment Strategist for the North America region at the Private Bank.

He is a member of the Office of the Global Chief Investment Strategist and is responsible for identifying investment opportunities and risks in North America across asset classes, as well as representing the Global Investment Committee’s views within the region. He is based in New York.

Before joining the Private Bank in 2017, Charlie was the Chief Portfolio Strategist for New York Life’s MainStay Investments where he led the firm’s investment thought leadership efforts. Previously, Charlie was the Deputy Chief Investment Officer for Morgan Stanley Wealth Management, focusing on investment opportunities and implementation strategies.

Charlie previously heading portfolio strategy and was the Associate Director Research at Neuberger Berman after being the Senior US Equity Strategist at Lehman Brothers.

Charlie has appeared on CNBC, other news broadcasts and in print media. He earned an MBA from New York University’s Stern School of Business and a BS from Carnegie Mellon University.