Citi Private Bank announced today that Boris Espinoza has joined the firm’s Miami office as a Director and UHNW Private Banker, reporting to Luke Palacio, Southeast Regional Market Manager.
“As we continue our expansion in the South Florida region, we are delighted to welcome Boris to the team to help us reach more clients and deliver seamless service to the many multi-jurisdictional families who live here. With more locations in more cities around the world, we are the best positioned firm in this market to do so,” said Palacio.
Mr. Espinoza joins from JP Morgan where he was a Director and Private Banker. Prior to joining JP Morgan in 2010, Mr. Espinoza spent 12 years at ABN AMRO working in Sao Paulo, Buenos Aires, Miami and New York. While there, he held various roles in the Investment Banking division, most recently as a Director in the firm’s Debt Capital Markets group in New York.
Mr. Espinoza holds a B.S. from Stony Brook University and a MBA from the University of Miami.
“Citi Private Bank is a recognized leader in this market for providing sophisticated wealth management and investment advice for the ultra-high net worth segment. I look forward to leveraging the full capabilities of the Citi platform on behalf of our clients by providing access to capital, compelling investment opportunities, cross-border wealth planning and by collaborating with Citi’s investment banking team.”
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