Victor Delgado
SVP at Citi Private Bank | Ex-J.P. Morgan | MBA Candidate at Columbia Business School
- Role
- SVP at Citi at Citi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Victor Delgado
Investment Adviser with over 15 years of experience serving Ultra High Net Worth (UHNW) families and institutions across both onshore and offshore markets. I specialize in delivering tailored investment solutions across a broad range of asset classes, including equities, fixed income, alternatives, and structured products. Throughout my career, I have helped clients navigate complex financial landscapes by offering personalized advice, comprehensive portfolio management, and access to sophisticated investment strategies. My approach is centered on building lasting relationships, understanding each client’s unique objectives, and delivering results aligned with their long-term financial goals.
Experience
SVP at Citi
Jun 2022 — Present · New York, NY, US
Investment Counselor helping families and institutions across Mexico’s major cities reach long-term investment goals. My focus is on educating clients to make confident, well-informed decisions. By building diversified portfolios, I help them navigate market volatility, stay invested, and remain on track toward lasting financial success.Strong client relationships are built on trust, transparency, and a deep understanding of individual needs. By aligning investment strategies with each client\'s goals and risk tolerance, I strive to provide personalized solutions that adapt to changing markets and life circumstances. My mission is to be a long-term partner in my clients’ financial journeys, helping them grow and confidently preserve their wealth.
Education
State University of New York at Binghamton
Economics
2003 — 2005
Columbia Business School
Master of Business Administration - Executive MBA
2025 — 2027
Skills
- Fx Options
- Financial Services
- Financial Markets
- Trading
- Asset Allocation
- Mutual Funds
- Equity Research
- Securities
- Equities
- Bonds
- Finance
- Electronic Trading
- Technical Analysis
- Foreign Exchange
- Fixed Income
- Asset Management
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