Wealth management for venture capital professionals & firms

Citi Global Wealth at Work’s Asset Manager Group offers customized wealth management services for venture capital professionals. We help you meet your financial objectives with tailored wealth management services – our team is always on hand to help you solve complex financial challenges and enhance your wealth building journey. 

Serving high-performing professionals and leading venture capital firms with their wealth management.

A holistic, high touch wealth management service for sophisticated venture capital firms and their professionals.

Citi has experience helping leading venture capital firms and high-performing employees meet their wealth objectives by delivering a high touch wealth management service that connects you with strategies that make your wealth work harder.

Our comprehensive wealth platform is designed to help empower venture capital firms and their senior personnel to potentially enhance their performance and meet their wealth building objectives, backed up with dedicated support and bespoke strategies.

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 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. 

In the venture capital space, providing a tailored and efficient service is paramount. But that leaves you with little time to focus on your own wealth objectives. That’s why our global team of dedicated wealth management specialists – including private bankers, investment counsellors and financial planning specialists – are here to connect you with the solutions you need to progress on your wealth creation journey.

We work closely with you to develop a personalized wealth management strategy that fits your independent financial situation and investment approach. Our strategies are customized to help enhance your financial wellness: leaving you free to focus on serving your clients. Whether securing a mortgage, diversifying your portfolio, or protecting your financial future, we work hard to make your wealth go further. 

Citi Global Wealth at Work’s wealth platform is designed based on our experience of working closely with leading venture capital firms and their high-performing personnel.

We understand that attracting and retaining key talent is essential for optimizing the performance of your organization. Our high-touch, holistic service delivers customized wealth management guidance and tailored strategies from across Citi and beyond, supporting the financial wellness of your valued employees and executives and ensuring your employees can give their clients the premium experience they need.

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. 

Contact us

To help put you in touch with the right Citi Global Wealth at Work team, please answer the following questions.

Are you an existing Citi Global Wealth at Work client?

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I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

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Are you a professional or represent any of the industries below?

Do you work for an AmLAw 200 law firm or a Magic Circle firm in the UK?

Our wealth management services are available to professionals in specific industries.

If you are looking for services for personal banking, please reach out to Citigold

If you are looking for private banking services with a minimum investment level of $5 million USD, please reach out to Citi Private Bank

Please fill out the form, so we can contact you.

I consent to the use of my personal information (name, telephone number and email address) by Citi Global Wealth at Work for the purpose of contacting me to send me marketing information about Citi Global Wealth at Work's wealth management products and services. I understand that my information will be used in accordance with the relevant privacy statement for my location. I also understand I can withdraw this consent to be contacted by phone by emailing donotcall@citi.com, or email by visiting the email preference center at any time.

Please consent to the terms and conditions to continue

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Thank you for your interest in Citi Global Wealth at Work. A member of our team will be in touch with you shortly.

Citi Global Wealth at Work serves the world’s most dynamic professionals and their firms by thinking one step ahead to support their financial wellness.

INVESTMENT PRODUCTS: NOT FDIC INSURED · NOT CDIC INSURED · NOT GOVERNMENT INSURED · NO BANK GUARANTEE · MAY LOSE VALUE.

Citi Global Wealth at Work is a business of Citigroup Inc. (“Citigroup”), which provides its clients access to a broad array of products and services available through bank and non-bank affiliates of Citigroup. Not all products and services are provided by all affiliates or are available at all locations. In the U.S., investment products and services are provided by Citigroup Global Markets Inc. ("CGMI"), member FINRA and SIPC, and also Citi Private Alternatives, LLC (“CPA”), member FINRA and SIPC. CPA acts as a distributor of certain alternative investment products to certain eligible client segments. CGMI accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC. Investment management services (including portfolio management) are available through CGMI, Citi Global Alternatives, LLC (“CGA”) and Citibank, N.A.

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