Citi Wealth Appoints Adam Clark to Lead Wealth Planning With Nearly 30 Years' Experience
Updated
Updated · Hubbis · Aug 17
Citi Wealth Appoints Adam Clark to Lead Wealth Planning With Nearly 30 Years' Experience
1 articles · Updated · Hubbis · Aug 17
Summary
Adam Clark will join Citi Wealth in November as Head of Wealth Planning, taking charge of the unit advising on tax, estate, trust and broader wealth-planning matters.
Nearly 30 years of private-banking and wealth-management experience underpinned the hire, with Citi saying Clark has worked closely with ultra-high-net-worth clients and their advisers.
Keith Glenfield, Citi Wealth’s global head of investments, disclosed the appointment on LinkedIn as the firm adds senior leadership to its wealth advisory business.