In an interview with RIA Channel’s Julie Cooling, J.P. Connellan, Managing Director and Co-Head of Americas Citi’s Private Client Solutions Group, talks about what makes his group unique and what their clients are demanding heading into 2017. Connellan currently leads a team that provides a broad spectrum of solutions across asset classes including all areas of fixed income, equities and structured product solutions. They serve private client, family offices, broker/dealers and wealth managers with a specific focus on RIAs.
In an effort to deliver access to the their institutional platform, Citi created this custom products and solutions group for retail advisors. Connellan believes Citi’s emphasis on service, advice and daily advisor interaction that includes assisting with portfolio reviews is proving to be an important differentiator. RIAs are also benefiting from Citi’s expertise in delivering custom product solutions specifically in municipals and structured products. Their team is available on LinkedIn, and more information can be found on their new site.