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 trusted 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 Shawn

As a Citi Personal Wealth Management Wealth Advisor, my goal is to build strong relationships with clients by earning their trust.

Born in South Africa and having worked and traveled extensively throughout Europe, I bring a unique international perspective and understanding to the business.

With over 24 years of investment experience, I began my career as a wealth advisor in 1999 and joined Citi in 2003. I believe in having a complete understanding of a client’s financial situation and goals through a comprehensive financial planning and education process. My focus is in helping individuals and families that are looking for a holistic view of their financial situation. Using the wealth of tools available at Citi, I provide clients with clear and simple strategies designed to help them accomplish their goals and objectives.

I attended The Wharton School for Executive Education and Advanced Planning. I am a registered representative and hold Series 7 and 66 securities licenses. I am also Life & Health Insurance licensed.

Having played rugby throughout my school years, I am an avid rugby follower. I enjoy scuba diving, travel and spending quality time with my family.