Scott Goodrich
Senior Vice President, Investment Counselor at Citi Private Bank
- Role
- Senior Vice President-investment Counselor at Citi Private Bank at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Scott Goodrich
Seasoned financial professional with over 20 years of experience providing tailored financial solutions to ultra high net worth individuals and families. Proven expertise in relationship management, portfolio construction, risk management, trading, and tax-aware investment strategies.Deep knowledge across a wide range of sophisticated financial instruments, including hedge funds (macro, long/short, event-driven), private equity, venture capital, fixed income, equities, structured products, and alternative assets such as currencies, commodities, and hard assets. Trusted advisor known for delivering customized, high-impact strategies aligned with clients’ long-term financial goals.
Experience
Senior Vice President-investment Counselor at Citi Private Bank
Apr 2022 — Present · New York, NY, US
Education
University at Albany
Bachelor of Science (BS), Business/Corporate Communications
Skills
- Series 7
- Market Analysis
- Options Strategies
- Fixed Income Trading
- Equity Valuation
- Asset Allocation
- Risk Management
- Hedge Funds
- Equity Sales
- Series 66
- Bloomberg
- Structured Products
- Asset Management
- Sales Management
- Equity Trading
- Series 63
- Bonds
- Fx Trading
- Emerging Markets
- Trading Systems
- Interest Rate Swaps
- Market Research
- Commodities
- Structured Finance
- Hedging
- Fx Options
- Relationship Management
- Cost Analysis
- Private Banking
- Series 65
- Fixed Income
- Derivatives
- Investment Strategies
- Alternative Investments
- Private Equity
- Ipo
- Wealth Management
- Equity Derivatives
- Equities
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