Kristen Bitterly Michell
The Navigator
Judgement in the fog, money, risk and the call others cannot make.
Kristen Bitterly Michell reads as The Navigator through a disciplined, course-correcting approach to wealth management under uncertainty. Where others chase rallies, the head of North America Investments at Citi Global Wealth counsels patience and calibrated exposure across asset classes, steering rather than lurching.
“Market timing was 2007 the best time to make a move, but it ended up being a perfect time actually long term for my career. And so coming into city, a lot of changes right on the brink of the great financial crisis.”
“The same sort of thing. Exactly, exactly. So pretty intense starts of the year, but where clients were consistently allocating capital was in private markets. And I think, you know, part of that is this ability to take a long-term view, right? So short term, we know some of these changes that we're going through.”
“They had a massive run, exactly, and so you look at it net net. Obviously, that's an important part of that equation. But I think breaking it down into are we talking about a profitable company? Are we talking about that call option on an unknown future? Or are we talking about there's a clear path to profitability?”
“And so he would tell this story that when he thinks about Lent, there were periods of time where at first he thought he would give up drinking. So let's give up drinking for Lent. That's what I'm going to do. And a couple days into it, it becomes too hard. It's too hard. So then, you know what? I'm going to give up smoking.”
Masters in Business: “Kristen Bitterly Michell on Wealth Management”
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