Cross Asset Solutions

Kathy Schultz

Director, Midwest/Southeast/Southwest Region Municipal Sales Citi Cross Asset Solutions

Kathy Schultz is a Director in the Citi Cross Asset Solutions for Financial Intermediaries group, with a focus on municipal securities. She specializes in marketing and distribution of the municipal product to Citi Private Wealth Management and Citi Private Bank clients in the Midwest, Southeast, and Southwest regions.

Kathy delivers personal portfolio strategies to investment professionals and high-net-worth clients within Citi and to third party partners, including RIAs. She works with clients and partners to formulate, implement, and execute municipal fixed income solutions. Utilizing a portfolio approach, she helps clients assess their muni holdings, identify gaps and needs in their strategies, and recommend relative value based on clients’ unique risk profiles.

Kathy has participated in numerous client seminars and meetings, sharing her expertise and Citi’s muni position with both prospects and clients.

Kathy has over three decades in the financial services industry, including over 25 years with Citi. She began her career with E.F. Hutton in the asset management division before switching to the product development and marketing side. She then transferred to the Municipal Securities Division, where she has been an integral part of the team for over 20 years.

Kathy holds a B.S. in Business Administration from the Stillman School of Business at Seton Hall University. She is Series 7 and 63 licensed.

Kathy has been involved in multiple fundraising and volunteer efforts. She is married and has two children.

Feel free to check the background of this investment professional on FINRA’s BrokerCheck.

Get in touch with us

Citi Cross Asset Solutions for Financial Intermediaries

Americas (North America and Latin America)

Fabrice Hugon
Managing Director
Structured Investments
Head of Sales, NAM and LATAM

Citi Cross Asset Solutions
390 Greenwich St
New York,NY 10013

Europe, Middle East and Africa

Lorenzo Leccesi
Managing Director
Head of Sales, EMEA

Citi Cross Asset Solutions
33 Canada Square
London,UK,E14 5LB

Asia Pacific

Bernard Wai
Managing Director
Head of Sales, APAC

Citi Cross Asset Solutions
3 Garden Road
Central,Hong Kong