What changed

Hired by Citi Private Bank from Bank of America Private Bank; oversaw around $3 billion in assets.

Reported / discovered

Sep 11, 2026

Effective

Not reported

New role

Private client and institutional advisor

Previous role

Not reported

Market

Jacksonville, FL

Reported book

$3B

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

2 observations consolidated into one event.