John Warme, CAIA, is a Senior Vice President and Investment Counselor at Citi Private Bank, specializing in the Law Firm Group. They previously held roles at Bank of America Private Bank as a Senior Vice President and Senior Portfolio Manager, and served as a Portfolio Manager Associate at Investment Management & Consulting Group. Earlier in their career, John was an Associate at Morgan Stanley Wealth Management and worked as a Mutual Fund Accountant at State Street. John earned a Master of Business Administration in Finance from the University of Maine and a Bachelor of Science in Business/Finance from Marymount Manhattan College.
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Newport Beach, United States
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