Citi Private Bank Hires Former JP Morgan Executive Director

Josh O'Neill

9 November 2016

Citi Private Bank has appointed Mark Maxson as a director and investment counselor team leader for Southern California and Phoenix.

Maxson joins from JP Morgan's private banking arm, where he was an executive director and investment specialist for the Southern California marketplace.

During his time there, he developed and implemented investment strategies across multiple asset classes for ultra-high net worth clients.

Prior to that, Maxson held portfolio manager roles at SSI Investment Management, Citi National Bank and Northern Trust.

In his new role, he will be responsible for driving the region's growth in investments and providing ideas across managed investments and capital markets to Citi Private Bank's client base.

Maxson will head up a team of investment counselors covering Citi Private Bank's offices in Los Angeles, Beverly Hills, Orange County, and Phoenix.

“As a trusted advisor, he will help deliver tailored investment strategies to our clients across all asset classes,” said Jonathan Leach, head of North America investment counselors within Citi Private Bank.

Family Wealth Report is awaiting confirmation as to whether Maxson is taking on newly-created roles or succeeding someone and will update accordingly.