WebJan 25, 2024 · Chris was Managing Director in, and then led, the Citi Family Office group at Citigroup until he joined Morgan Stanley. Chris began his financial services career as a CPA on the audit staff of Coopers & Lybrand and after business school joined the investment banking staff of Smith Barney Harris Upham & Company in its Public Finance … WebIn April 2009, he and his team joined Smith Barney’s Citi Family Office group, where Matt held the title of Family Wealth Director. Matt remained at the firm after it was acquired by Morgan Stanley. Matt represents the third generation of his family to advise wealthy families and their businesses.

Family Offices: Finding Common Themes Can Guide Advisor

WebJul 9, 2009 · After just 7 months on the job, Chris di Bonaventura, head of the Citi Family Office group, handed in his resignation, Smith Barney confirmed. The departing exec is … WebBefore joining Citi, Bill was a Managing Director and Head of the UHNW and Family Office business for Credit Suisse. Bill began his career in Big Four public accounting, where he spent a decade providing tax and … northfield primary school wf9 3ly

Smith Barney Loses Top Executive, CFO Program To Be Rebranded

WebOct 25, 2024 · Institutional family offices are typically set up by hedge fund managers and are unsurprisingly akin to hedge funds. BlueCrest Capital Management, for example, is Michael Platt's family office after the 52-year-old hedge fund manager returned $7bn in clients’ money five years ago. WebHead of Family Office Group - LATAM at Citigroup New York City Metropolitan Area. 1K followers 500+ connections. Join to view profile … WebJun 15, 2024 · Citi has appointed Hannes Hofmann as the global head of the Family Office Group, based in London. Hofmann will start in September and will report to Ida Liu, global head at Citi Private Bank. In addition, he joins the Private Bank Global Leadership Team. He joins from JPMorgan where he spent 20 years. northfield psychologists