Citi Hires Alex Kokolis From MSCI for Wealth Role as Citigold Revenue Jumps 17%
Updated
Updated · InvestmentNews · Aug 21
Citi Hires Alex Kokolis From MSCI for Wealth Role as Citigold Revenue Jumps 17%
1 articles · Updated · InvestmentNews · Aug 21
Summary
Alex Kokolis will join Citi on Sept. 8 as head of investments platform experience, reporting to Keith Glenfield in Citi Wealth’s investment solutions unit.
Citi said Kokolis will help upgrade its investment platform end-to-end, supporting its open-architecture, advice-led and client-first wealth strategy.
Kokolis comes from MSCI, where he was global head of wealth management client segment, after earlier platform and product roles at Wilmington Trust, UBS and Merrill Lynch.
The hire extends Citi’s recent wealth recruiting push after adding Adam Clark, Rob Lunn, Matt Newnham and Michael Yannell to senior roles.
That expansion comes as Citi told investors in July that revenue rose for a ninth straight quarter, with Citigold wealth management and retail banking revenue up 17%.
With Citi's wealth revenues surging in 2026, will Alex Kokolis prioritize proprietary tech builds or external partnerships to sustain this explosive growth?
How will Citi’s aggressive talent acquisition and platform modernization disrupt the balance of power among top-tier wealth management firms?