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  • Friday, April 21
    Session 2: The International Finance Panel
    3:15 pm - 4:30 pm
    Coconut Grove - Four Seasons Miami

Luke Palacio

Citi

Luke Palacio joined Citi Private Bank in March 2013 as Managing Director and Regional Market Manager for the Southeast region based in Miami. Under Luke’s leadership, Citi Private Bank is looking to expand the firm’s presence throughout Florida beyond the key locations of Mimi, Boca Raton and Palm Beach. Luke is also spearheading the firm’s strategy to further integrate the firm’s coverage of International families residing in the Southeast US. He holds FINRA License 7, 9, 10, 63 and 66.

Prior to joining Citi, Luke spent 13 years at JP Morgan Private Bank in NY, Geneva and Miami. There he led integrated teams of specialists that delivered customized strategies and provided strategic advice to ultra-high net worth families. He served as a member of the Latin America Private Bank Operating Committee for seven years as Global Market Manager for the Southern Cone and the Andean, Central American and Caribbean regions.

Earlier in his career Luke spent eleven years in Corporate Finance at ANZ Bank and NatWest USA, focused on financial institutions, energy and natural resources. From 1995 through 2000, he served as the Group Representative and Country Head for ANZ Bank in Chile and Peru.

Luke is bilingual and holds a B.A. in Economics from Fairfield University and an M.B.A. in Finance and International Business from the NYU Stern School of Business. Active in the community, Luke is Treasurer for the Perez Art Museum Miami and Vice Chair of the Key Biscayne Community Foundation.

 

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