Heather Rich

Heather Rich, CAIA, is a Managing Director and Investment Counselor at Citi Private Bank, where they have been instrumental in managing high-net-worth clients and driving significant revenue growth since 2007. They hold a Chartered Alternative Investment Analyst designation and are licensed in Series 7 and 66. Previously, Heather worked as an Investment Analyst at Atlantic Trust and completed a summer internship in Investment Banking at Lehman Brothers. They earned an MBA in Finance from the University of North Carolina at Chapel Hill and a BA in Economics and German from Tufts University.