Mr. Reidy began his wealth management career with Smith Barney in 1997. He was one of the original advisors to earn a position with Citi Family Office, helping to establish it as the firm's primary destination for ultra-high-net-worth clients. While there, his assets under management consistently ranked him among the top five percent of the firm's advisors.
Mr. Reidy’s career has been distinguished by a particular focus on the unique needs of wealth creators such as business owners and corporate executives. He has deep experience in advanced planning related to the sales of private businesses, including close coordination with the investment banking function, bringing a wealth advisor’s perspective to ensure that deal structure matches the needs of the principals, employees and family.
In working with clients, Mr. Reidy’s approach encompasses sophisticated cash flow analysis and financial planning, alternative investment strategies, estate preservation and trust solutions, debt management, and strategies for managing concentrated equity positions.