Brian Mack
Assistant 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 Brian Mack

Brian Mack firmly believes his journey in finance is built on a simple belief: the best investments are in people. It’s a story about his transition from a relationship banker to a Senior Wealth Advisor at Citi Personal Wealth Management, a path defined by educating clients and building lasting relationships.

Since starting his career a decade ago, Brian has learned that understanding people's lives is the key to providing sound financial advice. His journey began as a Citigold Wealth Relationship Manager. Through a commitment to clients, he progressed to Wealth Relationship Advisor and then to Senior Wealth Advisor. This path has been a transition from focusing on banking relationships to providing comprehensive wealth strategies.

With his business founded on relationships and education, Brian believes it’s crucial for clients to understand not just what they are invested in, but why. His mission is to simplify the market's complexities, explaining the strategy behind every decision. By creating customized portfolios and providing in-depth reviews, he empowers clients to feel confident in their financial future. Recognizing that questions can arise anytime, he makes himself accessible beyond traditional business hours.

Brian has Series 6, 7, 63 and 66 securities licenses, as well as Life, Health, and Variable Annuity licenses. He holds a Bachelor of Science from St. John Fisher College, concentrating in Sports Management and Finance, and an associate’s degree from Monroe Community College.

Brian’s dedication to client advocacy started long ago with a dream of becoming a sports agent for his brother. He has channeled that same passion into being a trusted advisor for clients.

Outside of his professional life, Brian enjoys traveling, staying active, and spending time with family and friends. He’s also a passionate car enthusiast, a student of Spanish, and a devoted fan of the Buffalo Bills.