Samuel P. Descovich
Senior Vice President – Wealth Management
Senior Wealth Advisor
NMLS# 2750393
- Phone: (212) 541-8158
E-Mail: samuel.p.descovich@citi.com
660 Fifth Avenue
New York,
NY
10103
660 Fifth Avenue
New York,
NY
10103
- Financial Planning
- Retirement Planning
- Portfolio Management
- Legacy Planning
- Philanthropic Planning
- Insurance and Wealth Transfer
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 Samuel P. Descovich
As a Senior Wealth Advisor for Citi Personal Wealth Management, Sam leverages his markets and investments solutions experience acquired over his diverse wealth management career at many top financial institutions. He works with high-net-worth clients to develop long-term plans for growing, preserving, and transferring wealth to future generations. His approach is proactive and client-centric, with the sole focus on helping families build secure financial futures.
As former Head of Investment Specialists for North and Latin America for Citi Wealth, Sam’s knowledge of Citi’s wealth management businesses truly enables him to deliver the whole Citi platform. He led the sales organization across Alternatives, Capital Markets, Advisory and Portfolio Consulting. Sam’s primary focus was ensuring his team of specialists delivered meaningful solutions to our firm’s Citi Wealth clients.
A regular participant in client and prospect events across the country, Sam drove investments growth across the organization by closely partnering with the Chief Investment Office (CIO) and Citi Field Leadership.
Prior to Citi, Sam held leadership positions within the sales and distribution channels at Deutsche Private Bank and UBS Wealth Management.
Sam graduated from the University of Scranton, PA and holds Series 7, 9, 10, 24, 31, 52 and 65 licenses.
He resides on Long Island with his wife and three children. In addition to being a boater and avid angler, Sam and his wife are loyal supporters of child adoption causes. He previously sat on the board of helpusadopt.org.