Our people

Antonio has overall responsibility for serving our clients in more than twenty countries in Latin America. Leading a team of over 400 professionals based across six offices in the US, Europe, and Latin America, he is also a member of the Private Bank’s Global Leadership team and the Latin America Operating Committee.

Previously, Antonio spent 18 years at J.P. Morgan, working in private banking, investments and asset management. Between 2021 and 2024, he led J.P. Morgan Private Bank in Brazil and before that was Head of Investments. Earlier in his career, he was a fixed income portfolio manager and helped launch JP Morgan’s Brazilian asset management business.

Antonio holds a bachelor’s degree in civil engineering from São Paulo University – POLI/USP. 

Based in Hong Kong, Steven has overall responsibility for serving the needs of our clients across JANA (Japan, Asia North and Australia) & Asia South. He has more than 30 years of experience in wealth management, having joined Citi in 1991. He is a member of the Private Bank’s Global Leadership Team.

Steven was previously Co-Head of Citi Global Wealth Asia and Head of Citi Private Bank for Asia Pacific. His prior roles include Global Market Manager for Hong Kong, Thailand, and Vietnam. 

Steven holds a bachelor’s in social administration from Loughborough University and an MBA from Warwick University. 

James has overall responsibility for addressing the needs of clients across UK, Europe & the Middle East.

Previously, he was the Global Head of Citi Private Bank's Family Office Group, and prior to that the Global Market Manager for Northern Europe.

 Before joining Citi from Barclays in 2005, James was the founding partner and finance director of a digital television start-up venture. Earlier in his career, James worked in mergers & acquisitions transactions at Samuel Montagu, and subsequently for James Capel. He originally trained as a chartered accountant within Coopers & Lybrand’s corporate finance practice

James graduated from Manchester University with a bachelor’s in economics and is a fellow of the Institute of Chartered Accountants in England and Wales.

Rob has overall responsibility for all aspects of wealth planning services at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

Cayman has overall responsibility for addressing the needs of clients in the North America.

Previously, she was most recently the regional director for J.P. Morgan Private Bank's New York office. She held various roles at J.P. Morgan Private Bank, including global head of equities, Chicago team manager, head of U.S. equity derivatives and a portfolio manager.

Cayman graduated from the University of Colorado Boulder, where she earned bachelors with a finance concentration. She received an MBA from Columbia University and is a CFA holder.