Rob has overall responsibility for all aspects of trust and wealth planning services at the Private Bank.

In his previous role, Rob was Regional Market Manager for Metro New York, after serving as Regional Market Manager for Southern California and Arizona and Head of Trust for North America. Rob has also held positions at Neuberger Berman Trust Company and J.P. Morgan Private Bank.

Rob has a bachelor’s in accounting from Syracuse University and a doctor of jurisprudence degree from Fordham University School of Law.

Elena Maria Mortemore is Managing Director and Head of the Trust and Wealth Planning business for the Americas. She is responsible for developing and managing the overall business strategy and for driving business development activities for both North and Latin America. She leads teams of wealth planning specialists with expertise in fiduciary products and insurance solutions.

Elena Maria Mortemore has over 20 years of experience in the legal and trust industry including positions at Citi Private Bank, Santander, and a law firm in The Bahamas.  She is a barrister-at-law, admitted to practice law in England and Wales as well as a Counsel and Attorney-at-Law and Notary Public admitted to practice in The Bahamas.  She is also an active member of the Society of Trust and Estate Practitioners and is fluent in Spanish.

Robert is the Head of Citi Trust for Europe, the Middle East and Africa, responsible for wealth planning business development. He leads a team of Wealth Planning professionals with expertise in fiduciary and insurance solutions. The team helps clients create tailored strategies to achieve their wealth transfer planning goals from offices in London, Geneva, Zurich, Madrid and Dubai.

Robert joined Citi Trust from Citi Legal, where he was Managing Director and General Counsel covering Citi Private Bank and other business and serving as Citi Channel Islands counsel. Prior to joining Citi in 2002, he was General Counsel at Coutts and later at Threadneedle. Earlier, he worked in New York with the law firm Paul Weiss.

Michael leads the Citi Trust and family office teams in Asia that create integrated and sophisticated wealth plans to preserve assets for generations.

He has previously served as Global Market Manager for Brunei, Malaysia, Philippines and Thailand, and has headed fiduciary services for Citi Trust in Asia. Prior to joining the Private Bank in 2001, Michael was Managing Director of the Asian trust business for Jardine Matheson Trust Corporation.

Michael is an Associate of the Chartered Institute of Bankers and holds a diploma in trust and estate practice. He is a member of the Society of Trust and Estate Practitioners.