Citi Private Bank has named Natalia Murphy as the new head of trust and wealth planning for its North America business.
Based in New York, Murphy will develop and oversee wealth planning business strategy and business development for Citi Trust in the US and Canada.
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In the new role, she will also spearhead a wealth planning specialists team that has expertise in fiduciary products and insurance solutions.
She will report to the firm’s managing director and head of trust and wealth planning for the Americas, Elena Mortemore.
Before joining Citi Private Bank, Murphy had a nine-year stint at law firm Day Pitney in New York City, where she served as the senior counsel in the individual clients department.
She previously also spent five years as an associate at law firm Farrell Fritz. P.C. in Long Island.
“Natalia is a seasoned trust and wealth planning professional with more than 17 years of experience in the domestic and cross-border wealth planning business. As a former Wealth Planner at Citi Private Bank, she has a proven sales record, demonstrated expert knowledge and impressive technical skills that make her well-suited for her new role,” Mortemore stated.
