Mr. Stewart will be based in Boston and will report to Michael Persinski, Citi Private Bank US Investments. He will assume the position of Team Leader for the Boston office and handle all Boston related investment business for the Private Bank.
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"Bruce’s more than 15 years of experience as a senior level investment industry executive makes him an ideal fit for Citi Private Bank in keeping with our reputation for excellent client service, a central factor in continuing to grow our business in the Eastern region," said Mr. Persinski. "I am delighted to welcome him onboard."
Mr. Stewart joins Citi Private Bank from TD Wealth in Boston where he spent two years as co-head of investments, actively managing $10 billion in third-party managers across the equity, fixed income and alternative asset classes in 12 model portfolios. Previously, he spent eight years at Longvue Advisors where he was the chief investment officer. Before joining Longvue Advisors, Mr. Stewart was vice president of research and portfolio manager at JP Morgan Chase in New York. Prior to JP Morgan Chase, he worked at Fidelity Investments in Boston and The World Group in Washington, D.C.
"I am excited to be joining Michael and team, and am looking forward to offering my clients the global capabilities and best in class insights that are synonymous with Citi Private Bank," said Mr. Stewart.
Mr. Stewart received his degree from the School of Technology at Purdue University. He is a regular member of the CFA Institute and holds the Certified Investment Management Analyst designation.
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