Alice Edgedale
Portfolio Manager, Private Wealth at Citi | Greater Boston
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Alice Edgedale currently serves as a Portfolio Manager within Citi’s Private Wealth division, where she leverages her extensive expertise to deliver tailored investment solutions for high-net-worth individuals, entrepreneurs, and family offices. In her role, Alice is responsible for developing and nurturing long-term banking relationships, understanding clients’ unique financial goals, and identifying opportunities to optimize their wealth management strategies. Her deep knowledge of financial markets, combined with her proficiency in financial modeling and valuation, enables her to craft sophisticated investment portfolios that align with clients’ risk appetite and liquidity needs.
Alice’s key projects often involve strategic asset allocation, risk management, and the integration of alternative investments to enhance portfolio diversification. She works closely with clients to navigate complex financial landscapes, providing insights on mergers and acquisitions (M&A), corporate finance, and strategic planning to support their broader wealth objectives. Her ability to map clients’ evolving needs to relevant financial products—ranging from investment management and insurance solutions to estate planning—ensures comprehensive wealth preservation and growth.
With a focus on client satisfaction and professional communication, Alice excels at building trust and delivering personalized advice that reflects her deep understanding of market trends and industry best practices. Her skills in business development and program management have been instrumental in expanding Citi’s private banking relationships, fostering a client-centric approach that emphasizes strategic partnership and long-term value creation. Through her expertise, Alice continues to position Citi as a trusted advisor in the competitive landscape of private wealth management.
Portfolio Manager, Private Wealth at Citi in July 2018 to Present
Senior Wealth Manager at HSBC in May 2013 to June 2018
Executive Assistant at EY-Parthenon in September 2011 to March 2013
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University of Pennsylvania, Master of Business Administration (MBA)
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Business Development
Program Management
Mergers & Acquisitions (M&A)
Financial Forecasting & Budgeting
Corporate Finance & Strategic Planning
Risk Assessment & Mitigation
Investment Analysis & Portfolio Management
Financial Modeling & Valuation
Professional Communication
Client Satisfaction
Teamwork
Diary Management
Microsoft Excel
Time Management
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Discover more about CitiWhat is Alice Edgedale email address?
Email Alice Edgedale at [email protected] and [email protected]. This email is the most updated Alice Edgedale's email found in 2026.
How to contact Alice Edgedale?
To contact Alice Edgedale send an email to [email protected] or [email protected]. (updated on March 16, 2025)
What company does Alice Edgedale work for?
Alice Edgedale works for Citi
What is Alice Edgedale's role at Citi?
Alice Edgedale is Portfolio Manager, Private Wealth
What is Alice Edgedale's Phone Number?
Alice Edgedale's phone (**) *** *** 341
What industry does Alice Edgedale work in?
Alice Edgedale works in the Financial Services industry.
Alice Edgedale Email Addresses
Alice Edgedale Phone Numbers
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