Managing Director/ Director of Alternative Investments
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. He was a frequent speaker at Citigroup Alternative Investment conferences as the result of being one of the firm’s largest Private Equity producers.
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, as well as expertise in the allocation of capital within the private market space. Mr. Reidy has sourced and raised hundreds of millions of dollars in unique Private Equity sponsors in the past few years alone.
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.