Chris Klecka Joins as Ultra High Net Worth Private Banker
NEW YORK--(BUSINESS WIRE)--Citi Private Bank announced today that Chris Klecka rejoins the firm as
an Ultra High Net Worth Private Banker. In this capacity, Mr. Klecka
will provide investment strategies for the firm’s Southwestern-based
clients. Mr. Klecka will be based in Phoenix and report to Kush
Malhotra, Regional Market Manager for Western Region – South, Citi
Private Bank. “Phoenix is a strategic growth market for the Western
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Region. Welcoming Chris to the team demonstrates our commitment to
increasing our presence in Arizona and further positions the Private
Bank as the provider of choice for wealthy families and business leaders
in the Southwest,” said Mr. Malhotra.
Prior to this role, Mr. Klecka served as a Chief Financial Officer for a
prominent Family Office. There he led the formulation of investment
strategy and oversaw business management for the family’s many entities
and real estate holdings. He also played a key role in helping the
family advance plans for one of its major mixed use developments. Mr.
Klecka previously was a Private Banker for Citi, where he and his
partner banker successfully onboarded 20 new clients in two years and
developed a new book of business. Prior to this, he was a Private Banker
with U.S. Trust based in Phoenix, where he managed a portfolio of 150
high net worth individuals, their families and businesses, with total
assets under management exceeding $500 million.
Mr. Klecka is active in the Phoenix community and previously held board
seats for the Children’s Museum of Phoenix, the Hon Kachina Volunteer
Awards, and Learning Ally. He holds a Bachelor of Science in Business
Administration from the University of Arizona.
“I am excited to rejoin Citi Private Bank. Citi is the only Private Bank
that can cater to the global appetites and investment needs of wealthy
Southwestern families and individuals, and provide truly institutional
calibre service to this increasingly sophisticated client segment,” said
Mr. Klecka.
Citi Private Bank is dedicated to serving worldly and wealthy
individuals and families, providing customized private banking across
borders. With approximately $390 billion in global assets under
management, the franchise includes 48 offices, serving clients across
130 countries. Citi Private Bank helps clients grow and preserve wealth,
finance assets, make cash work harder, preserve legacies, and serve
family and family business needs. The firm offers clients products and
services covering capital markets, managed investments, portfolio
management, trust and estate planning, investment finance, banking and
aircraft finance, as well as art and sports advisory and finance.
About Citi
Citi, the leading global bank, has approximately 200 million customer
accounts and does business in more than 160 countries and jurisdictions.
Citi provides consumers, corporations, governments and institutions with
a broad range of financial products and services, including consumer
banking and credit, corporate and investment banking, securities
brokerage, transaction services, and wealth management.
Additional information may be found at www.citigroup.com
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Contacts
Media:
Sophia Stewart
Global Public Affairs, Citi
Private Bank
(212) 816-7140