Mark Maxson Joins Citi Private Bank
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.
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.
About Citi
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.
Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi
Citi
Media:
Danielle Romero-Apsilos, (212) 816 2264
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