Sam Remy, CFA, is currently a Director and Investment Counselor at Citi Private Bank, where they provide sophisticated financial advice to ultra-high-net-worth clients. Previously, Sam held several roles at J.P. Morgan Private Bank, including Executive Director and Analyst, where they developed tailored portfolio strategies and provided analytical support to senior advisers. With extensive experience in investment analysis and financial planning, Sam leverages their expertise to help clients navigate complex financial scenarios and pursue their goals.
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