Business Transformation | 08.21.26

Citi Continues Wealth Management Push With Kokolis Hire From MSCI

by: James Rogers

Citigroup has hired Alex Kokolis as head of investments platform experience, strengthening its expanding wealth management business. Kokolis, who joins on Sept. 8, brings extensive experience from MSCI, Wilmington Trust, UBS and more than a decade at Merrill Lynch. He will report to Keith Glenfield, head of investment solutions at Citi Wealth, and focus on improving the investment platform and client experience. The appointment is part of a broader hiring push as Citi seeks to expand its wealth and investment capabilities. Recent recruits include former JPMorgan executive Adam Clark, Morgan Stanley veteran Rob Lunn and Matt Newnham.

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