As an Investment Advisor, I provide guidance on investment management and wealth planning to affluent individuals, partners in the legal industry and their families. I design comprehensive investment programs across equities, fixed income and alternative investments leveraging Citi’s global insights and risk management tools.I joined the Private Bank in 2013 and have held roles in both the Philadelphia and New York City offices. Prior to my current role, I worked with Ultra High Net Worth families and family offices to design and manage bespoke investment portfolios.