Heather Rich

About Heather Rich

Chartered Alternative Investment Analyst (CAIA) Series 7 and 66…

Experience

1. Investment Counselor, Metro New York Investment Counselor, Managing Director

   Citi

   Aug 2007 — Present · New York, NY, US

   CITI PRIVATE BANK, NYManaging Director–Investment Counselor (2018-Present)•Consistently a top revenue generator nationwide among the Investment Counselors, managing some of the firm’s largest investment clients.•Partner with private bankers on new client acquisition, including multiple investment mandates of >$100MM.•Manage over 50 existing investment clients with an average net worth of $150MM.•Total Annual Investment CNR >$15MM.•Manage some of the largest multi asset class advisory relationships across the firm.•Drive investment recommendations across traditionals, alternatives and capital markets.•Leadership Roles (20••••20):•Co-led Metro NY Investment Counselor Team to drive strategy initiatives to grow the $100MM+ revenue Metro NY investment business.• Largest region in the country.•Partnered closely with the Investment Leads and Regional Business Heads to increase investment client acquisition and broaden the depth of investment offerings within portfolios.•Co-Head of Leadership For Tomorrow (L4T) Program for 20••••21. Program focused on providing exposure, training and mentorship to a select group of 15 top performing Director level future leaders.•Head of Client Strategy Group as part of the Diversity Committee, focused on planning client focused diversity inspired events.•Multi-year Chairman\'s Council Winner, reward for top revenue producers.Director (2012 – 2017)•Partnered with banker to win $700MM+ investment mandate. Served as family’s outsourced CIO.•Took active lead in partnering with bankers on client growth and acquisition.•Headed the Women\'s Committee as part of the Diversity Committee.•Selected to Co-Head and create the Investment Associate Development Council. •Member of the Mentor Steering Committee and Mentor.Vice President (2010–2011), Assistant Vice President (2007–2009) •Lead Investment Counselor for 8+ bankers, substantially growing investment mandates during period of business transition.

Skills

• Equities
• Management
• Financial Analysis
• Capital
• Banking
• Asset Allocation
• Risk Management
• Real Estate
• Investment Banking
• Alternative Investments
• Private Equity
• High Net Worth Individuals
• Portfolio Management
• Quantitative Analytics
• Investments
• Private Banking
• Due Diligence
• Hedge Funds
• Fixed Income
• Structured Products