Business Transformation | 08.17.26

Citi Wealth Names New Global Head of Wealth Planning

by: Amanda Cheesley

Citi Wealth has appointed Adam Clark as its new global head of wealth planning, with Clark set to join the firm in November. Clark joins from JPMorgan, where he served as global head of trusts and estates, overseeing six operating entities and about 500 professionals across 40 locations. He previously held senior roles at Goldman Sachs, including president of Goldman Sachs Trust Company and head of international strategic wealth advisory. Citi said Clark's expertise will strengthen its advisory and service capabilities for ultra-high-net-worth clients worldwide. He succeeds Mike Troth, who had served as interim global head of wealth planning.

Read the full article on Wealth Briefing