People Moves
Who’s Moving Where In Wealth Management – Citi Private Bank, Canada, Cetera
The latest senior moves, appointments and personnel changes in North American wealth management.Â
Citi Private Bank
Citi Private
Bank has appointed a senior industry executive, Yannick
Archambault (main picture), as market executive for its Canada
business. He will join the bank in September and report to Chris
Biotti, head of North America at the private bank, with a matrix
to Raymond Gatcliffe, chief country officer for Canada.
Archambault brings more than 30 years of wealth management leadership experience in Canada, the US and Asia. In this role, he will lead and grow the private bank in Canada, working with entrepreneurs, business owners, family offices and ultra-HNW families.
Most recently, Archambault served as president, private wealth at Nicola Wealth. Earlier in his career, he was chief operating officer in Canada and in the US at BMO, he served as a partner at KPMG and worked at TD Bank. He also served as president and chief investment officer of single- and multi-family offices.
Archambault holds a bachelor of commerce from HEC Montréal, an executive master of business administration from the Kellogg School of Management and Schulich School of Business, the Chartered Financial Analyst designation, the Family Enterprise Advisor designation, and an executive certificate in advancing sustainability from NYU Stern School of Business.
Cetera
Cetera has
named Craig Bartlett (pictured below), CFP® community leader
of Cetera Financial Specialists (CFS), a collection of
tax-focused financial professionals within Cetera. CFS is part of
Cetera's Tax & Accounting channel serving financial professionals
who operate at the intersection of tax and
wealth management.
Craig Bartlett
Bartlett brings more than 30 years of leadership experience across wealth management, broker-dealer, insurance and advisory platforms, including Choreo, Creative Planning/Wipfli Financial Advisors, US Bank, UBS, Transamerica and Allstate.
Most recently, Bartlett served as senior vice president of advisors at Choreo, a wealth management firm built around a network of advisors serving CPAs, entrepreneurs, and individuals.