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Serving high-performing professionals and professional private equity firms.
A holistic, high touch wealth management service for sophisticated private equity firms and their professionals.
With experience working with private equity leaders, we understand your evolving financial needs in a fast-paced industry. Our specialized wealth platform brings you a comprehensive range of wealth advisory and financial planning services and flexible lending strategies for high-performing professionals. We work closely with you to understand your specific needs and offer strategies that seek to make your wealth work harder.
Our global team of wealth management specialists draws on our deep industry knowledge to deliver custom, end-to-end wealth advisory services and tailored financial planning expertise that helps you meet your individual financial objectives. By connecting you with personalized strategies, we help you perform at your best.

Kristen Bitterly Michell
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 busy, hard-working professional, the responsibility of wealth management and financial planning doesn’t have to fall entirely on you – with access at any time to dedicated personal banking specialists, you’re in experienced hands.
Your financial wellness is our primary focus. We assess your financial needs and wealth management perspective and match you with strategies that help you meet your goals: freeing you up to better serve your clients.
Citi Global Wealth at Work helps you plan for every eventuality in your wealth-building journey. From uneven income and investment distribution to complex financing requirements, we can recommend specific lines of credit, loans, and securities-backed financing that can help to address financial pressure points and guides you on your wealth building journey.

Financial wellness is an essential component of high-performing Private Equity teams. We understand that the financial wellbeing of leaders within your firm is key to the overall success of your business. Our wealth management team offers tailored products and services to support their family’s needs so they can focus on serving your clients even more effectively.
We are always on hand to deliver customized investment services and can deliver strategies from across Citi and beyond – helping senior professionals make their wealth go further and enhancing your ability to attract and retain key talent.
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