Managing Director, Global Head of Citi Investment Management
Citi Private Bank
Stephanie Luedke is managing director, global head of Citi Investment Management for Citi Private Bank. In this capacity, Luedke oversees the global teams responsible for managing approximately $85 billion in assets.
Citi Investment Management offers a full suite of investment capabilities on a customized basis, which includes proprietary and third-party equities, fixed income, and multi-asset class investment strategies for high net worth individuals, pensions, endowments, and charitable organizations.
Prior to joining Citi, Luedke was executive vice president of investment management at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton, where she oversaw all aspects of investment management, investment administration, performance evaluation, and risk management. She was a member of the Management Committee, Officer’s Executive Committee, Asset Allocation Committee, and co-chaired the Trust Investment Review Committee.
Prior to joining Fiduciary Trust in 2001, Luedke was vice president at Credit Suisse Asset Management. Her previous professional experience also includes roles at Fidelity Management & Research in the fund analysis group, INVESCO Management & Research in the quantitative equity group, and Coopers & Lybrand in audit.
Luedke received her BA in economics and mathematics from St. Lawrence University. She is a chartered financial analyst (CFA) charterholder and a member of the NY Society of Security Analysts and the CFA Institute. She serves as a trustee and chair of the Investment Committee for the Cultural Institutions Retirement System and is a member of the board of trustees of Ridgefield Academy and The Conference Board.