Jorge Morasso
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 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 Jorge Morasso

As a Senior Wealth Advisor for Citi Personal Wealth Management, Jorge Morasso strives to build lifelong, meaningful relationships with clients nationwide and abroad, where open communication and understanding are pivotal.

Leveraging 26 years of experience as a financial advisor, Jorge integrates customized investment strategies for high-net-worth individuals with tax optimization, sophisticated, philanthropic giving strategies and estate planning by working with clients' tax and legal advisors.

To help clients align investments with both immediate financial needs and long-term financial objectives, Jorge goes beyond traditional investing to focus on asset allocation across private and public markets, with strategies including equities, fixed income, mutual funds, and alternative investments.

He joins Citi from Morgan Stanley. Prior to that, he worked as a financial advisor at Charles Schwab, Espirito Santo and Northern Trust.

Jorge has Series 7, 63, 65 and 66 securities licenses. Fluent in Spanish, he has a B.A. in economics from American University and an M.B.A. in finance and corporate strategy from the University of Michigan.

He and his wife Irene have three sons (all Gators fans), and in his free time enjoys skiing, tennis and road biking.