Miles W. She
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 Miles W. She

As a Citi Personal Wealth Management Senior Wealth Advisor and Portfolio Manager, my goal is to build strong, enduring relationships with clients by earning their trust. I strive to make a meaningful difference in their financial lives by understanding their evolving priorities and making it seamless to access Citi’s global resources, benefits, rewards, and specialized services.

Having worked in the financial services industry since 1999, I have guided clients through significant market cycles of up swings and turbulence. Leveraging multi-cycle market experience and a strategic approach to sector rotation, I guide clients through all phases of wealth management—accumulation, preservation, protection, and legacy distribution—in a disciplined, risk-managed, and tax-aware manner.

A core component of my practice is connecting clients with trusted Citi specialists across a comprehensive range of financial disciplines, including savings strategies, mortgage lending, and commercial banking. In close collaboration with our Citigold Wealth Relationship Managers, I deliver holistic solutions tailored to address even the most complex wealth management needs with the highest standard of personalized service.