David Bailin: Former Citi CIO Aims to Transform the Industry Using AI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Source: Barron's
David Bailin's Career Shift: David Bailin, a former Citi executive, has transitioned from managing a $190 billion investment platform at Citi Private Bank to leading a $240 million wealth management start-up called CIO Group.
Innovative Approach: Bailin emphasizes that CIO Group is pioneering a new direction in the finance industry with its AI-powered services tailored for wealthy clients.
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Analyst Views on C
Wall Street analysts forecast C stock price to fall
18 Analyst Rating
15 Buy
3 Hold
0 Sell
Strong Buy
Current: 132.470
Low
87.00
Averages
131.00
High
150.00
Current: 132.470
Low
87.00
Averages
131.00
High
150.00
About C
Citigroup Inc. is a global diversified financial services holding company. The Company’s segments include Services, Markets, Banking, Wealth and U.S. Personal Banking (USPB). The Services segment includes Treasury and Trade Solutions (TTS) and securities services. TTS provides an integrated suite of tailored cash management, trade and working capital solutions to multinational corporations, financial institutions and public sector organizations. The Markets segment provides corporate, institutional and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products and commodities. The Banking segment includes investment banking, which supports client capital-raising needs to help strengthen and grow their businesses. The Wealth segment includes Private Bank, Wealth at Work and Citigold and provides financial services to a range of client segments. USPB segment includes branded cards and retail services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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