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Citi Global Wealth (CGW)
Citi Global Wealth, established in January 2021, is the combined wealth management division of Citigroup, unifying Citi Private Bank and Citi Personal Wealth Management in New York City.CIO Kate Moore leads the firm's investment approach. Before joining Citi in 2025, Moore served as CIO for JPMorgan and was a global eq…
Asset classes & sectors
CommercialCommercial / IndustrialDiversifiedIndustrial
Decision-makers
Verity Worsfold
Head of Cross-Asset Strategy, Investment Lab
Timothy Cheng
Assistant Vice President
Daniel G. O’Donnell
Head of Alternatives & Investment Manager Solutions & Managing Director
Stephen Pak
Head of Alternative Investment Specialist JANA & South Asia & Managing Director
Kerry White
Head of Investment Management & Head of Portfolio Solutions
Sneha Jose
Head of Investment Lab, North America
Andrea Galbiati
Managing Director & Head of Commercial Real Estate, EMEA
Gaston Echeverria
Head of Lending, Americas
Alex Levy
Head of Co-Investments
Rajesh Adwalpalker
Head of Investment Lab, Asia Pacific
Shu Zhang
Head of Investment Lab
María Paula Tenorio
Head of Investment Lab, Latin America
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