Jonathan Hoge
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 Citi colleagues in banking and lending to help simplify 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 Jonathan Hoge

With over 10 years of experience in the financial services industry, I specialize in helping individuals and families navigate their investment and insurance needs with clarity and confidence. As a dedicated financial advisor, my mission is to provide personalized strategies that align with each client's goals, whether they’re planning for retirement, protecting their loved ones or building long-term wealth.