Kristen Bitterly Michell on Wealth Management

Masters in Business

Bloomberg

Business, Entrepreneurship, Investing

4.4 • 2.2K Ratings

🗓️ 9 September 2022

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bloomberg Radio host Barry Ritholtz speaks with Kristen Bitterly Michell, who is Head of North American Investments for Citi Global Wealth, which manages $800 billion in client assets. Prior to joining Citi, she led structured product sales to Latin American investors at Credit Suisse and provided structured derivative solutions to private investor clients at JPMorgan.

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Transcript

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0:00.0	What does it take to transform a company's mission into a movement?
0:04.6	I say it comes down to two things, math and magic.
0:08.4	I'm Bob Pittman, Chairman and CEO of I Heart Media.
0:11.4	On my podcast, Math and Magic, I sit down with the visionaries on the frontiers of marketing
0:17.0	to hear how they use data and creativity to bring big ideas to life.
0:22.0	We'll hear from business leaders like Susie Geary, CMO of Ford Motor Company.
0:27.0	We are at that moment when it all changes and I think that a big part of the why we're
0:31.4	at that moment is because of the F-150 light name.
0:34.2	It changed everything.
0:36.0	Listen to Math and Magic on our very own free I Heart Radio app, Apple Podcast, or wherever
0:41.5	you get your podcast.
0:45.0	This is Master's in Business with Barry Reynolds on Bloomberg Radio.
0:52.0	This week on the podcast, I have an extra special guest.
0:55.8	Her name is Kristen Bittellie-Meshall.
0:57.8	She is head of North America investments for City Global Wealth, which is a giant wealth
1:04.4	management arm of the giant city bank.
1:08.2	They run over $800 billion in client assets and Kristen's group, the North American group,
1:16.0	is responsible for about half of the revenue that that massive organization generates.
1:22.5	She really has an incredible background in everything from capital markets to derivatives
1:27.8	to wealth management.
1:29.8	I found this to be an absolutely fascinating conversation covering everything from risk
1:36.4	to inflation to how to manage markets and how to manage investments when markets show
	...

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