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Wealth management for accountants & accounting firms
Citi Global Wealth at Work’s Professional Services Group offers tailored wealth management strategies for high-performing accountants and their firms. We offer a comprehensive suite of financial products and services that seek to help you meet your long-term financial goals and free up valuable time – so you can better serve your clients.
Serving high-performing accountants and their firms.
A holistic, high-touch wealth management service for leading accountants and accounting firms.
We offer a flexible and responsive wealth management platform built for high-performing accountants and their firms.
Drawing on decades of experience to address the unique wealth management challenges of busy professionals like yourself, our expert team delivers tailored 24/7 service.
We understand that to succeed in your career, you need to dedicate much of your time to serving your clients’ financial needs – leaving you with little free time to take care of your own. That is why we offer a holistic, comprehensive wealth management service, giving you back the time to focus on what matters.
With over 50 years working with leading professionals and businesses, we understand the value of delivering high-touch, personalized strategies shaped by your unique requirements. Whether you’re looking for day-to-day personal banking support or bigger-picture financial planning and investment strategies, Citi Global Wealth at Work has a dedicated team to serve you along your wealth journey.
Kristen Bitterly Michell
Global Head of Citi Global Wealth at Work
Meet our wealth expert
Kristen has overall responsibility for delivering tailored financial strategies to working professionals within the legal, asset management, and professional services industries.
Prior to this, Kristen served as Interim Head of Investment Solutions for Citi Global Wealth. In this role, she was responsible for leading our investments business globally, serving all our clients across Citi Global Wealth. This included delivering the entirety of our Investment product offering including performance, innovation, development, platform and sales.
Kristen has spent over two decades in the industry leading teams at Citi, Credit Suisse and JP Morgan. A fluent Spanish speaker, Kristen has extensive experience covering clients globally and speaks regularly in the media and at industry conferences, presenting in both English and Spanish.
Kristen holds a BA in Economics and Spanish Language & Literature from the University of Notre Dame (summa cum laude) and an MBA from the Kellogg Graduate School of Management at Northwestern University.
- FOR INDIVIDUALS
- FOR FIRMS
As a high-performing accountant, we understand that you have complex financial objectives that require specialized support. Whether you’re considering a mortgage, want to diversify your portfolio, or planning for retirement, it isn’t always easy to find the time to focus on your own wealth management. Balancing a demanding accounting career with long-term financial planning can be a challenge.
At Citi Global Wealth at Work’s Professional Services Group, we place a strong focus on enhancing your financial wellness – working closely with you to help improve your financial wellbeing and creating a strong foundation for long-term professional and financial success.
Our many clients from across the accounting sector benefit from our flexible suite of products and services, including investment management, personal banking, trust and estate planning, mortgages, lending, and beyond. We serve you, so you can serve your clients.
With our experience serving top accounting firms, we understand the challenges of your industry. Our team assesses your firm’s needs and goals and proposes effective strategies for empowering your people to do their best work.
A growing company needs to ensure their professionals are happy and motivated, which is why our comprehensive wealth management strategies are custom built to support your valued employees throughout their wealth-building journeys, supporting your goal of attracting and retaining top talent.
When firms focus on their employees’ financial wellness, they can boost productivity, improve employee retention, and position themselves as an employer of choice. Our team is here to support your employees, freeing up their time to focus on your firms’ clients.
Designed for you and your career
Citi Global Wealth at Work offers a range of products and services to help you achieve your financial goals.
- All
- Investing
- Wealth advisory
- Borrowing
