David Bailin
Chief Investment Officer & Global Head of Investments, Citi
David Bailin is the Chief Investment Officer and Global Head of Investments for Citi Global Wealth. David joined Citi as a Managing Director in 2009 and was promoted to Global Head of Investments in October 2017 and Chief Investment Officer in January 2019.
David has overall responsibility for Citi Global Wealth Investments which has unified the Investments and Capital Markets capabilities of the Private Bank and the Consumer Bank worldwide. As its Chief Investment Officer, David ensures the consistent delivery of Citi’s asset allocation, manager research and portfolio management capabilities to all clients, while offering his perspectives on global markets, economics, family office management and investor trends.
Since joining Citi, David has built and retained a highly talented, diverse senior executive and investment management team. David designed the architecture of the global investments platform, focusing on providing the industry’s most comprehensive client advisory services, specialized investment capabilities via its Citi Investment Management unit and leading private equity, real estate, hedge fund and traditional fund capabilities. Additionally, David established the firm’s unique investment philosophy, emphasis on intensive operational due diligence and product innovation focus.
David is also a leader of Citi Global Wealth’s Diversity and Employee Development programs. He is the Global Sponsor of the Private Bank Analyst program, a senior sponsor of the Vice President Development Program and has been a Sponsor and Teacher for Citi’s Diversity Leadership Program. Finally, David also offers career development and management talks to a range of outside groups, including Young Jewish Professionals and several Harvard Alumni organizations.
David regularly provides commentary on TV and in print for CNBC, Bloomberg TV and Fox Business News, as well as in Barron’s, The Wall Street Journal, Financial Times and New York Times, among others.
Prior to joining Citi, David was Managing Director and Head of Alternative Investment Asset Management for Bank of America Global Wealth and Investment Management, where he was responsible for client alternative investments across private equity, real estate, venture capital and hedge funds. He began his investments career in 1992 as Managing Director of Global Asset Management, now a division of Bank Julius Baer, in New York.
David holds a BA with honors from Amherst College and an MBA with honors from Harvard Business School. He is married with three daughters and lives in Connecticut. He holds FINRA Series 7, 24, 63 and 65 licenses.