Citi announced today that Mark Maxson has joined Citi Private Bank’s North America Investments Team as a Director and Investment Counselor Team Leader for Southern California and Phoenix, effective immediately.
“With more than 20 years of experience in the financial services industry, Mark is an incredible addition to our Investments team. As a trusted advisor, he will help deliver tailored investment strategies to our clients across all asset classes”
Mr. Maxson will head the team of Investment Counselors covering Citi Private Bank’s offices in Downtown Los Angeles, Beverly Hills, Orange County and Phoenix. He will be responsible for driving the region's continued growth in Investments and bringing best ideas across managed investments and capital markets to Citi Private Bank’s clients.
Mr. Maxson joins Citi from J.P. Morgan’s Private Bank, where he was an Executive Director/Investment Specialist for the Southern California market. In that role, he developed and implemented investment strategies across multiple asset classes for ultra-high net worth clients. Prior to that, Mr. Maxson held Portfolio Manager roles at SSI Investment Management, City National Bank and Northern Trust. He holds a B.S. from Wake Forest University and a M.B.A. from the University of Southern California, Marshall School of Business.
“With more than 20 years of experience in the financial services industry, Mark is an incredible addition to our Investments team. As a trusted advisor, he will help deliver tailored investment strategies to our clients across all asset classes” said Jonathan Leach, Head of North America Investment Counselors within Citi Private Bank.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.