Investments

Keith is responsible for leading our global investment product organization, which includes Citi Investment Management, Markets, Alternative Investments and Insurance. He is a member of Citi Wealth’s Senior Leadership Team.

Before joining Citi in 2024, Keith spent 29 years at Merrill Lynch Wealth Management, leading investment solutions, product and sales teams. Most recently, he was the Northeast Division Executive for Merrill Lynch Wealth Management. Previously, he led the Investment Solutions Group and Personal Retirement within Global Wealth Management. Keith developed and managed many investment solutions used across Bank of America’s wealth offerings.

He has a bachelor’s from The College Of New Jersey and an MBA from Rutgers University. 

Steven heads our Global Strategy team which formulates our macro investment views across all regions and asset classes. He chairs our Global Investment Committee, which sets our tactical asset allocation, the basis for discretionary portfolios we manage for clients. 

As Chief Economist, Steven provides detailed macroeconomic analyses to inform portfolio decisions.

Previously, Steven was Head of Economics for US institutional equities at Citi Investment Research. He advised the firm’s institutional and government clients globally on macroeconomic developments, forecasts and policy analysis. 

He was also economic advisor to the Morgan Stanley Smith Barney Global Investment Committee and a voting member of predecessor Asset Allocation Committees at Salomon Smith Barney.

Steven has a master’s in quantitative economics from the Zicklin School of Business, Bernard M. Baruch College, City University of New York

Iain Armitage is Head of Markets for Citi Wealth. Iain’s team provide investment advice and execution services across all traded markets including equity, fixed income, foreign exchange and commodity markets. He is based in London.

Iain has worked at Citi for over 29 years and prior to his current role was the Regional Head of Investments for the Private Bank in EMEA.

Prior to this, Iain worked for Global Markets in Citi’s Institutional Clients Group including roles as Global Head of Commodity Investor Sales, Head of Fixed Income Derivatives Sales in Japan and as a fixed income derivative salesperson in Europe.

Iain holds a bachelor’s degree in economics from Durham University.

Daniel leads a global team of private equity, real estate, hedge fund, and traditional asset class professionals. He oversees the origination, diligence, structuring, and oversight of a broad range of third-party investment strategies.

Prior to this role, he served as Global Head of Alternative Investments for Citi Wealth, where his team launched more than 150 new alternative offerings and raised over US$32bn in new commitments from 2010 to 2023.

Before joining Citi in 2010, Daniel held a senior role within Bank of America’s Alternative Investment Group, focusing on private equity and real estate origination and investment management.

In a previous role, he worked for Mercer Inc., advising institutional clients. He began his career as an actuary at Mercer Inc.

Daniel holds a bachelor’s from The Pennsylvania State University and an MBA from The University of Chicago Graduate School of Business.

Rob oversees Citi Investment Management’s global portfolio management business and is responsible for $80.5bn in assets under management and advisement.

He is also a voting member of the Global Investment Committee, which sets the Private Bank's tactical asset allocation recommendations.

Rob is an industry leader in global developed and emerging market equity management and has more than 25 years’ investment experience.

Lisandro is responsible for delivering timely investments strategies and intellectual content to clients. He is also a member of the Private Bank’s Global Leadership Team.

Prior to his current role, Lisandro was Head of Investments for Latin America, overseeing sales of capital markets strategies, discretionary and advisory investments, and alternatives throughout the region. He also served as Head of the Investment Lab for Latin America, where he led a team responsible for asset allocation, portfolio construction, investments analytics, and risk management.

Lisandro rejoined Citi from BAP Capital, a distressed real estate fund. Previously, he worked for Citi's Global Pension Investments Group. Before Citi, he spent four years at J.P. Morgan as an equity research associate.

Lisandro holds a Bachelor of Business Administration from Loyola University New Orleans, and an MBA from Harvard Business School. 

Roger is responsible for all of our investments activities in Asia-Pacific.

Previously, he was Head of Citi Investment Management in the region. Roger has more than 27 years of asset management industry experience. He spent the first ten years of his career with JPMorgan Asset Management and its predecessor companies working in Asia, the UK and continental Europe. In 2004, he joined a prominent UK family office to set up and manage a substantial multi-asset-class investment program. As UBP’s Head of Hedge Fund Business in London, he helped build a multi-billion dollar discretionary and advisory customized hedge fund operation.

Roger has an honors degree, postgraduate diploma and MBA in International Financial Services from the University of London. He holds the Certified Private Wealth Professional designation.

Jonathan oversees delivery of investment solutions and guidance to clients region- wide. He and his team provide services spanning capital markets, managed strategies and alternative investments.

Previously, Jonathan was Deputy Head of Citi Investment Management, Citi Wealth’s global portfolio management business, which manages assets for individuals, institutions, endowments and foundations.

Prior to that Jonathan was Head of Investments for North America.

Jonathan holds a bachelor’s in economics from the University of Nottingham.

Harlin works across Citi’s investment divisions to develop and embed a global framework along the full spectrum of sustainability to ensure its alignment with Citi’s best thinking on portfolio management, research and asset allocation. This includes environmental, social and governance (ESG) integration, socially responsible, thematic and impact investments.

Harlin is an observing member of the Global Investment Committee and oversees Investing with Purpose, our sustainable investing platform. She is also a representative on Citi’s Net Zero Task Force, entrusted with the group’s goal of reaching net zero emissions by 2050.

Prior to joining Citi in 2017, she served as Associate Director of innovative finance at the Milken Institute. Before that, Harlin spent over a decade as a capital markets and foreign exchange specialist, advising ultra-high net worth individuals and family offices at Deutsche Bank and Citi, having begun her career at Lehman Brothers. She also served as an adjunct professor of impact investing at USC’s Marshall School of Business.

Harlin holds an undergraduate degree in finance from Rutgers University and a master’s in public administration from New York University.

Based in New York, Shu oversees the creation and delivery of innovative and holistic wealth-management strategies, asset allocations and risk management to individuals and family offices globally.

Prior to the Private Bank, Shu was Head of Portfolio Construction at US Investment Solutions at UBS Financial Services. Previously, she conducted manager due diligence and managed $12 billion in sub-advisory funds within the Investment Management Group of Diversified Investment Advisors. She also served at BARRA RogersCasey, a pension consulting firm, where she serviced large pension plans.

Shu gained an MBA from Northeastern University and holds the CFA designation.