Mark Maxson has joined Citi Private Bank’s North America investments team as a director and investment counsellor team leader for Southern California and Phoenix, effective immediately.
Maxson will head the team of investment counsellors 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.
Maxson joins Citi from JP 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, Maxson held portfolio manager roles at SSI Investment Management, City National Bank and Northern Trust.
“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,” says Jonathan Leach, head of North America investment counsellors within Citi Private Bank.
