Steve Boyle is a Vice President in the Solutions for Financial Intermediaries group at Citigroup Global Markets, Inc., heading coverage for Registered Investment Advisors nationwide. Prior to joining Citi, Steve spent eight years on the structured investments desk at JP Morgan, and has experience covering most all structured investment and over-the-counter (OTC) derivative distribution channels: Private Banks and Wirehouses, Onshore and Offshore Reg-S, 3rdParty Broker Dealers and RIAs. Over the past three years, he has focused specifically on growing RIA adoption of structured investments, while also showcasing the breadth of other financial solutions Citi can make available to this unique client base like hedging and monetization strategies for concentrated stock positions, as well as investments in tactical unfunded derivatives. Steve is a graduate of Columbia University where he holds a B.S. in Operations Research. |
Senior member of a global cross-asset product strategy team focused on wealth management distribution channels, both internal and third party (private banks, wire houses, broker dealers, RIAs). Responsible for building a systematic, content and process-driven ecosystem around the global structured products business. |