Citi Wealth introduced this week that it has employed Eric Lordi, a former J.P. Morgan government, to guide its digital division.
Lordi will be a part of Citi Wealth as head of Wealth Platform and Expertise on Jan. 29, 2025.
He might be chargeable for the continuing growth and supply of Citi Wealth’s digital experiences for purchasers, advisors and bankers. This can embrace defining and delivering on the wealth unit’s platform roadmap and dealing throughout the corporate’s know-how, operations and design groups. His purview can even embrace figuring out and growing new digital capabilities and driving thought management, in keeping with the agency.
Lordi most lately served as the pinnacle of ConnectWealth Strategic Growth at JP Morgan. Previous to that position, he was managing director and head of recommendation platforms at Morgan Stanley.
Within the new position, Lordi will report back to Citi Wealth’s chief operations officer, Valentin Valderrabano.
The position was beforehand held by Julia Carreon, who left the agency in August.
It has been a busy 12 months and a half for Citi’s wealth unit, with government arrivals and departures relationship again to Andy Sieg becoming a member of to run Citigroup’s wealth administration division in March 2023.
