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Citi Personal Wealth Management
Feeney Group
AT CITI PERSONAL WEALTH MANAGEMENT
Washington
Comprehensive planning from a team of professionals
The Feeney Group is a team of professional financial advisors serving the needs of high net worth individuals, families, and non-profit organizations. We develop tailored asset management strategies to help our clients work toward their financial goals. We construct, implement, and monitor comprehensive financial plans, with specialties in retirement, education, and estate planning. Our team aims to exceed our clients' expectations by providing excellent service.
...construct, implement, and monitor comprehensive financial plans
Your team of experienced professionals provides superior guidance, best-in-class investments and access through Citi colleagues to a full range of retail and commercial banking services – all of which are backed by the strength of Citi.
Here are ways Citi supports your team's commitment to your financial success:
Unquestionable Financial Strength.
We are one of the world's leading digital banks, with more than 100 million customers in 19 markets worldwide1.
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include wealth-planning specialists, some of whom are trust and estate attorneys, and investment analysts. Additionally, your Financial Advisors have access to Capital Markets specialists who provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide guidance informed by the powerful insight of research analysts across our global organization.
1. 2017 Citigroup Annual Report.
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Washington, DC
Kathy Feeney, AIF®, CFP®
Director – Wealth management
5700 Connecticut Ave NW Washington, DC 20015
Professional Details
Series 7, 63, 65 and Health, Life & Variable Insurance Licensed (CA, DC, FL, MD, NJ, VA)
Kathy was born and raised in the Baltimore suburbs, the youngest child of a large close-knit Italian and Irish family. She graduated from the University of Towson and has been a licensed financial professional for over 32 years. For more than 26 years she has helped her clients at Citi plan for their most important financial goals.
As a CERTIFIED FINANCIAL PLANNER (CFP®), Kathy gains perspective and builds relationships with her clients as she goes through the multi-year financial planning process with them. She often refers to her role as a "retirement life coach", helping her clients work toward that important milestone by supporting the financial planning that comes with those life transitions. In November 2014, Kathy was named as one of the top financial advisors in the area by Washingtonian Magazine.
The mother of college-aged twin boys, Trevor and Dylan, Kathy resides in Ellicott City with her husband Gary and dog Blizzard, a labradoodle. Outside work, she enjoys spending time with her family, travelling to Italy, and practicing yoga. She also cannot pass up an arts and crafts show.
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Washington, DC
Peter A. Darke, AIF®
Senior Vice President – Wealth management
Senior Financial Advisor
Portfolio Manager
5700 Connecticut Ave NW Washington, DC 20015
Professional Details
BS – Business, 1997
Series 52, 7, 63, 65 and Life, Health & Variable Insurance Licensed (DC, FL, MD, NJ, VA)
Washington Inner City Lacrosse Foundation
Peter has been a Financial Advisor and Portfolio Manager at Citi for over 16 years. He began working with Kathy Feeney in the summer of 1998 and has been with the Feeney Group as it has grown. As a member of the team, Peter assists with selecting investments, and managing portfolios for their diverse client base, as well as helping throughout clients' financial planning process.
Peter focuses on working with non-profit organizations and institutions and was named as a top Financial Advisor in the area by Washingtonian magazine in November 2014.
Born and raised in nearby Fairfax, VA, Peter earned a degree at Virginia Tech and pursued post graduate studies at Johns Hopkins University.
He currently lives in northern Virginia with his wife and two children. In his spare time, Peter enjoys fishing, coaching youth basketball and lacrosse, and serves on the board of WINNERS Lacrosse and Springfield South County Youth Club. He enjoys travelling with his family and friends, and has been known to travel extensively in pursuit of hard-to-find craft beers.
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Washington, DC
Stephen I. Marshall, AIF®
Vice President – Wealth management
Financial Advisor
5700 Connecticut Ave NW Washington, DC 20015
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Washington, DC
Registered Client Service Associate
Amy T. Welsh
Registered Client Service Associate
5700 Connecticut Ave NW Washington, DC 20015
Professional Details
Amy was born and raised in Springfield, PA, a suburb of Philadelphia, and graduated with a degree in marketing from the University of Delaware. She started her career with Citi in 2006, working as a service associate in Blue Bell PA. When her husband accepted a job in Washington, D.C. a few years later, Amy transferred to a Citibank branch in Chevy Chase, MD and joined the Feeney team as a Senior Client Service Associate.
Amy lives in Washington, D.C. with her husband and pug Sydney. She enjoys spending time with her family In Pennsylvania, vacationing at the Jersey shore, and loves planning vacations to exotic locales around the world. Her wanderlust has also created a passion for pink flamingoes and for making original pieces of jewelry.
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Washington, DC
Registered Client Service Associate
Timothy Trimble, Jr.
Registered Client Service Associate
5700 Connecticut Ave NW Washington, DC 20015
Professional Details
A graduate of the University of Maryland, Tim joined Citi in 2006 as a Personal Banker. Two years later, he began working at Citi Personal Wealth Management after earning his securities licenses and is now a Registered Client Service Associate.
Tim helps clients by designing financial plans designed to address a range of objectives and priorities. To help him do more for clients by focusing on comprehensive wealth planning, Tim is currently pursuing the Certified Financial Planner designation. Today, he holds Series 7, 6, 63, and 65 securities licenses, as well as Life and Health, and Variable Annuity licenses. He is also an Accredited Investment Fiduciary (AIF).
Tim resides in Laurel, MD with his wife and two young daughters. Outside work, he enjoys watching sports and taking his family on new adventures
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