Investment management

Mark oversees equity portfolio management and the equity research teams at CIM. He also has responsibility for CIM’s global equity trading desk and manages custom equity accounts for Citi Private Bank clients.

Mark has more than 36 years’ experience in financial services. Before Citi, Mark was a portfolio manager at Guggenheim Partners. His responsibilities included managing large-cap value equity strategies and co-managing the US value equity team.

Prior to that role, he held positions at GE Asset Management, including portfolio manager, sector portfolio manager/research analyst, and senior financial analyst in the firm’s taxable fixed income group.

Mark earned a BS in finance from the University of Nebraska and completed the GE Financial Management Program. He holds the Chartered Financial Analyst designation.

Zeshan is responsible for managing and servicing US and international equity portfolios for institutions and high net worth individuals.

He joined Citi Investment Management in 2003 as a quantitative equity analyst, helping research, develop and implement alpha-generation models, optimization techniques, and investment processes across various equity strategies.

Zeshan holds a bachelor’s in finance and accounting from the Stern School of Business at New York University, an MBA in finance from the Lubin School of Business at Pace University, an MS level certificate in financial engineering from the School of Engineering and Applied Sciences at Columbia University, and a master’s from the School of Engineering and Applied Sciences at Columbia University in Applied Mathematics.

He is a member of the Society of Quantitative Analysts, the New York Society of Security Analysts, and the International Association of Financial Engineers.

Kerry has overall responsibility for addressing the portfolio needs of clients of the Private Bank and Citi Personal Wealth Management. She leads teams of discretionary portfolio managers, client portfolio managers, and investment sales specialists. She is a voting member of the Global Investment Committee (GIC), which sets tactical asset allocation recommendations for Citi Global Wealth Investments.

Previously, Kerry was the Chief of Staff for the office of Citi’s President & CEO of Consumer Banking, Jane Fraser. She began her career at Citi in Markets, where she held trading and institutional sales roles in foreign exchange and global spread products. She also spent time in Citi’s Latin American operations.

Kerry holds a bachelor’s degree in economics from Harvard University.