Keith Glenfield in

Keith Glenfield

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Head of Investments - Citi Wealth, Managing Director at Citi
📍 New York, United States

Keith is the Global Head of Investment Solutions at Citi Wealth, a role he started in September 2024. He leads the global investment product organization, including management, markets, alternatives, and insurance. He previously had a long, distinguished career at Merrill Lynch Wealth Management and holds an MBA from Rutgers University.

Originally from New Jersey, Keith currently lives in Hamilton with his wife, Lesley, and their son, Tyler. His role involves significant international travel, with recent business trips to Paris, Singapore, and Hong Kong to meet with clients, partners, and colleagues.

He hosts industry legends like Jeff Gundlach, CEO of DoubleLine, for fireside chats at Citi HQ.

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Experience
10 Years
Current Role
Head of Investments - Citi Wealth, Managing Director
Job Level
Mid-senior
Location
New York, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Keith cares about

Global Investment Strategy
As Global Head of Investments, he is responsible for Citi Wealth's worldwide product organization and frequently travels to global financial hubs like Paris, Singapore, and Hong Kong.
Wealth Management
His entire career, including long tenures at both Citi and Merrill Lynch, has been focused on leadership within the wealth management sector.
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Career

Work history

9-2024
Head of Investments - Citi Wealth, Managing Director
Citi
3-2023 - 9-2024
Northeast Division Executive, Managing Director
Merrill Lynch Wealth Management
12-2016 - 3-2023
Head of Investment Products, Managing Director
Merrill Lynch Wealth Management
7-2015 - 12-2016
Head of Managed Solutions - Global Wealth and Investment Management, Managing Director
Merrill Lynch Wealth Management
In the press

Media appearances

Citi hires Merrill veteran to lead investment solutions. Featured in Citywire
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Citi, JPMorgan make key leadership hires. Featured in InvestmentNews
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Education
Master's Degree
Rutgers
Bachelor's Degree
The College of New Jersey
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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