The advice that accountants and management consultants provide helps companies to grow and thrive.
Given the intense demands of their careers, we understand how these professionals themselves can potentially benefit from expert advice and services in relation to their own wealth.
The Private Bank’s Professional Services Group is devoted to serving the needs of accountants and consultants by providing customized financial strategies and advice.
Through our experience of working with these organizations and their leading talent, we understand the value of your time and the highly individualized attention you deserve.
Our offering is tailored to your evolving needs throughout your professional life.
The Professional Services Group also draws upon the expertise of the Private Bank’s Law Firm Group, which has served the legal industry for half a century.
We are responsive and seek to deliver strategies at every stage of your journey.
We support your career by thinking one step ahead so that you can focus on your clients.
Meet our wealth expert
Edward has overall responsibility for meeting the needs of our professional services clients. Together with a team of dedicated specialists, he advises individuals and their families on liquidity, financing, investment and wealth management strategies.
Prior to joining Citi Private Bank in 2004, Edward served as a consultant, investment banker, private equity investor and family office professional.
Edward graduated with honors from the University of Pennsylvania’s Wharton School of Business as a Joseph Wharton Scholar. He is a member of the Board of Directors of the Hebrew Free Loan Society, a nonprofit microfinance organization that has provided interest-free loans in the New York metropolitan area since 1892. Edward holds the Chartered Financial Analyst designation.
Sophisticated services for your wealth
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