Stephanie Luedke, CFA

Managing Director, Global Head of Citi Investment Management, Citi Private Bank
Stephanie Birrell Luedke
Stephanie Luedke, is the Global Head of Citi Investment Management. In this capacity, Stephanie oversees the global teams responsible for managing approximately $42 billion in discretionary assets for clients around the globe.

Citi Investment Management offers a full suite of investment capabilities on a customized basis, which include equities, fixed income and multi-asset class investment strategies for high net worth individuals, pensions, endowments and charitable organizations.

Prior to joining Citi, Stephanie was Executive Vice President of Investment Management at Fiduciary Trust Company International, a wholly owned subsidiary of Franklin Templeton, where she oversaw all aspects of investment management, investment administration, performance evaluation and risk management. She was a member of the Management Committee, Officers’ Executive Committee, Asset Allocation Committee, and she co-chaired the Trust Investment Review Committee. During her tenure at Fiduciary Trust, Stephanie played a key leadership role in developing the company’s investment capabilities, strategies and policies.

Prior to joining Fiduciary Trust in 2001, Ms. Luedke was Vice President at Credit Suisse Asset Management. Her previous professional experience also includes roles at Fidelity Management & Research in the Fund Analysis Group, INVESCO Management & Research in the Quantitative Equity Group, and Coopers & Lybrand in Audit.

Stephanie received her BA in Economics and Mathematics from St. Lawrence University. She is a Chartered Financial Analyst (CFA) Charterholder and a member of the NY Society of Security Analysts and the CFA Institute.