Citi Private Bank Adds Additional Senior Talent to New York Office in Continued Strategic Expansion

Citi Private Bank announced today the appointments of Lance Bylow and
Morgan Dever as Private Bankers, beginning in early August. Lisa Yang
also joined the firm earlier this month as an Associate Banker. The new
hires are the most recent in a string of high profile appointments for
the New York team furthering the group’s strategic expansion. The firm
has been adding senior private bankers, Investment Counselors, Capital
Markets Advisors, Wealth Planners and Lending Specialists to the New
York team to match client demand as the region saw a surge in new client
acquisition and growth in business volumes. “I am delighted to welcome
Lance, Morgan and Lisa to Citi Private Bank; all of whom are highly
regarded by their clients. The team brings over four decades of
experience collectively servicing ultra-high net worth clients. Exciting
initiatives and continued growth are on the horizon for our team as we
continue to add top tier talent,” said Ida Liu, Global Market Manager –
New York, Citi Private Bank.

Lance Bylow joins as Managing Director and Private Banker. In this
capacity, Mr. Bylow will work with business owners, senior executives,
private equity and hedge fund principals, family offices, and endowments
to access, analyze and address their comprehensive financial needs by
delivering the capabilities of the Private Bank and Citigroup more
broadly. He joins from U.S. Trust, where he held the role of Private
Client Advisor. Prior to U.S. Trust, Mr. Bylow held roles at Bessemer
Trust and Barclays. Mr. Bylow holds an M.B.A. from University of Chicago
Booth School of Business, an M.S. in Accounting from DePaul University,
and a B.A. in Economics and Mathematical Methods in the Social Sciences
from Northwestern University. He is a member of the American Institute
of Certified Public Accountants; the New York State Society of CPAs
where he serves on the Family Office Committee; the Society of Trust and
Estate Practitioners; and the Estate Planning Council of Lower Fairfield
County. Mr. Bylow is a board member of the Attorneys for Family Held
Enterprises and sits on the Northwestern University Leadership Circle’s
New York Regional Board.

Morgan Dever joins the firm as Senior Vice President and Private Banker.
In this role, Ms. Dever will provide comprehensive wealth management
strategies to the firm’s clients based in the New York City metropolitan
region. Previously, Ms. Dever served as Private Client Manager at U.S.
Trust. Prior to her tenure at U.S. Trust, she helped drive the major
Enterprise-wide strategic priorities at Bank of America. Ms. Dever holds
a B.A. in Economics from Princeton University and is an associate board
member of The Covenant House in New York City.

Both Mr. Bylow and Ms. Dever will be based in New York and report to Ms.
Liu. Ms. Yang will also be based in New York and report to Sean Howard,
Business Manager, Ultra High Net Worth – Metro New York, Citi Private

“Our New York market has been one of the strategic areas of focus for
Citi Private Bank in North America and it will continue to be so as we
look to grow our client base and deepen relationships with our existing
clients,” said Tracey Warson, Head of Citi Private Bank North America.

Citi Private Bank is one of the world’s fastest growing private banks;
dedicated to serving worldly and wealthy individuals and families,
providing customized private banking across borders. With approximately
$460 billion in global assets under management, the franchise includes
48 offices, serving clients across 116 countries. Citi Private Bank
helps clients grow and preserve wealth, finance assets, make cash work
harder, preserve legacies, and serve family and family business needs
through objective advice and a truly open architecture investment
platform. The firm offers clients products and services covering capital
markets, managed investments, portfolio management, trust and estate
planning, investment finance, banking and aircraft finance, as well as
art and sports advisory and finance.

About Citi

Citi, the leading global bank, has approximately 200 million customer
accounts and does business in more than 160 countries and jurisdictions.
Citi provides consumers, corporations, governments and institutions with
a broad range of financial products and services, including consumer
banking and credit, corporate and investment banking, securities
brokerage, transaction services, and wealth management.

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