Harriet Davies
Editor - Family Wealth Report
23 May 2012
Daily News Analysis
In a busy month of hiring at the firm, Citi Private Bank has ramped up its Northeast operations with the launch of a Greenville, DE office.
Leading the Greenville team are Barbara McCollum, Southeast Pennsylvania and Delaware region executive, and Bob Rosenberg, managing director and ultra high net worth private banker. Other team members are Paul Gordon, senior investment consultant; Tim Carroll, wealth planner; and Jennifer Phillips, banker associate.
The Greenville staff will work closely with colleagues at Citi Trust, which has an eight-person team based in New Castle, DE.
“Our new Greenville office will enable us to deliver the full power of Citi’s global institutional platform for our clients – locally,” said McCollum.
Some of the new team are moving from Citi's office in Philadelphia. Meanwhile, the private bank’s Philadelphia office is relocating from 1818 Market Street to One Liberty Place in Center City and will continue to work with Pennsylvania-based clients, the firm said. It is also planning a third office for wealthy clients in Conshohocken, PA in the fall “to round out its presence in the region,” it said.
So far this month City Private Bank has hired Michael Hatch to its Seattle office as director and ultra high net worth private banker, Michael Sak as vice president and private banker within its law firm group, and Nevada Mohammed as director and investment counselor at its Vancouver office.
