Benjamin M. Newman
Senior Vice President – Wealth Management
Senior Wealth Advisor

Citi Personal Wealth Management helps you connect future aspirations and present needs.

Whether you are looking ahead to retirement, planning a child’s education, or focused on managing your day-to-day finances, we can help develop a financial plan designed around what’s most important to you.

Backed by Citi’s wealth planning process and product and research capabilities, an experienced Citi Personal Wealth Management Wealth Advisor will work with you – From identifying your financial goals to helping you make them a reality. We’ll also work with trusted Citi colleagues in banking and lending to help with your finances. At Citi Personal Wealth Management, we can help put the pieces of your financial picture together in a way that makes sense for you.

About Benjamin M. Newman

Benjamin Newman is a Senior Wealth Advisor with 13 years of experience providing individuals and families with thoughtful, personalized guidance across all aspects of wealth management. He specializes in tax-efficient investing, comprehensive financial planning, and estate planning, working with a client's tax and legal advisors to help develop strategies designed to preserve wealth, reduce tax drag, and support long-term financial goals.

Benjamin takes a holistic approach to advising, recognizing that investment decisions are most effective when aligned with a client’s broader financial picture. He works with clients to create coordinated plans that address cash flow, retirement readiness, wealth transfer, and legacy objectives, with the goal of bringing clarity and confidence to complex financial decisions.

Known for a relationship-driven and strategic approach, Benjamin is committed to helping clients navigate financial complexity with clear advice and long-term perspective.