Whatever your financial goals, Citi Personal Wealth Management is committed to helping you achieve them. Working with partners from around Citi, we help you streamline your finances, simplify your life, and connect you with the full scope of Citi's products, services and resources. As a Citi Personal Wealth Management client, you also have access to our industry-leading wealth planning process, as well as Citi's global research capabilities. By bringing together the vast resources of Citi, we give you the tools you need to take charge of your financial life, and the knowledge that you're not in this alone.
Alex Marks, AIF®Director- Wealth Management
69 W Washington Street,
Chicago, IL 60602
Alex Marks leverages Citi's resources to provide tailored investment guidance and advice to affluent clients, including individuals, families, and businesses. He has more than 20 years' experience with financial planning, wealth management and accumulation, and retirement income strategies.
Alex's commitment to honesty and integrity are the core principles on which he operates, which has helped him develop lasting relationships with his clients.
Alex is an Accredited Investment Fiduciary® and holds FINRA Series, 7, 63 and 65 licenses, as well as insurance licenses. He also has a degree in Marketing and Finance from Northeastern University.