Alexandra Romeo is a Senior Vice President, Private Banker for Citi’s Ultra High Net Worth Private Bank in Denver, CO. In this role, she provides individuals, families, and institutions with financial management strategies around investments, planning, banking, lending, and fiduciary services. A graduate of SMU Dedman School of Law, Alexandra leverages her transactional training to deliver clients customized guidance on complex tax and estate planning matters. Juxtaposing this skill set with her research in the fields of behavioral finance and consumer psychology while earning her Bachelor’s Degree from Tulane University, Alexandra is uniquely positioned to understand sophisticated clients.
Prior to joining Citi Private Bank, Alexandra was a Vice President, Private Banker with J.P. Morgan. In addition to her work there with private business owners and families navigating the dynamics of multi-generational wealth, she also developed her passion for working with non-profit organizations, endowments, and foundations. She has extensive experience supporting the needs of these clients, and appreciates the customized approach that must be taken when working with the fiduciaries of an Investment Committee or Board of Trustees.
Alexandra has been a competitive equestrian since grammar school. She enjoys spending time with her husband and their two dogs, as well as skiing and cooking. Alexandra holds her FINRA Series 7, 63, and 66 licenses.