Citi Private Bank
Citi Private Bank has appointed a senior industry executive, Yannick Archambault , 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 , CFP® community leader of Cetera Financial Specialists , 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.