Adam Clark

What changed

Hired as head of wealth planning at Citi; previously global head of trusts and estates at JP Morgan; will join in November.

Reported / discovered

Aug 14, 2026

Effective

Not reported

New role

Head of Wealth Planning

Previous role

Not reported

Market

New York, NY

Reported book

Not disclosed

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.