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Citi Private Bank adds to Seattle office

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Jorge Valcarcel has joined Citi Private Bank’s Seattle team as an investment counsellor serving ultra-high net worth clients, reporting to Michael Remak, head of the western region north investments team.

Valcarcel will be responsible for managing investment relationships and developing long-term investment plans with Seattle-based clients.
 
“Seattle remains an important market for Citi Private Bank, particularly amongst the ultra-high net worth client segment. Jorge brings over a decade of institutional and high net worth portfolio management experience, which he will put to use for our clients in the greater Seattle area by delivering innovative investment strategies,” says Remak.
 
Valcarcel previously developed tax-efficient alternative investment strategies for clients at Parametric Portfolio Associates in Seattle. Prior to working with Parametric, he was a vice president at Credit Suisse Asset Management in New York and Zurich, managing a large portfolio of alternative investments.
 
He has also served as chief investment officer for a wealth manager in Lima, Peru.
 
“Citi Private Bank has an extensive global network that is accessible to clients 24/7. This real-time access and open-architecture is not something you see on many other large wealth management platforms and I am looking forward to leveraging Citi’s global reach on behalf of our clients,” says Valcarcel.

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