Joel Basciani
Director – 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 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 Joel Basciani

As a Senior Wealth Advisor for Citi Personal Wealth Management, Joel Basciani specializes in delivering tailored wealth management strategies to high-net-worth individuals and families.

With over 30 years of experience, he focuses on creating customized portfolios for clients.

Prior to joining Citi 15 years ago, he worked at HSBC for 13 years.

Joel has Series 7, 9, 10, 24 and 63 securities licenses and a New York life health insurance license.

He has a B.S in finance from Ithaca College.

In his spare time, he enjoys distance running.