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E32: Inside Wealth with Kate Moore

Research @ Citi Podcast  •  Podcast  •  April 30, 2025
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Kate Moore joined Citi Wealth earlier this year as Chief Investment Officer. In this episode, Kate shares her thoughts on the challenge of advising clients in the current market environment amid broadening signs of stress. 

She also offers insights on the tariff implications across key sectors such as pharmaceuticals and autos; assesses the recent equity market rotations out of the U.S. into Europe; and explains how Citi Wealth looks to help its clients optimize their portfolios beyond the traditional 60:40 mix of stocks and bonds.

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Rob Rowe is Head of the Global Strategy and Macro Group (GSMG) as well as the U.S. Regional Director of Research. GSMG unites all of Citi's economists with fixed income, FX, equity and commodities strategists to create a common team providing research on the world's major economies and asset classes. Rob has been with Citi for 30 years serving in various capacities. He originally joined Smith Barney Harris Upham & Company in 1989, working in investment banking, fixed income sales and research.  In addition to his managerial responsibilities, he continues to provide portfolio strategy for select clients as part of his previous role overseeing the Global Bond Portfolio Analysis team. He has written numerous articles and publications on fixed income and portfolio strategy.

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Kate Moore, Chief Investment Officer of Citi Wealth, joined in February 2025 and is responsible for overseeing and delivering Citi Wealth's investment and portfolio strategy, including asset allocation.

Prior to joining Citi Wealth, Kate was the Head of Thematic Strategy and a Portfolio Manager for the Global Allocation Fund at BlackRock. She originally joined BlackRock as Chief Equity Strategist and later founded and served as executive sponsor of the firm's Women in Investments group. Previously, she held senior investment positions at J.P. Morgan, Bank of America Merrill Lynch, Moore Capital, and Morgan Stanley.

Kate holds a Bachelor of Arts in Political and Social Thought from the University of Virginia where she currently serves on the Board of Managers of the Alumni Association. She also holds a master's degree in political economy from the University of Chicago. Kate also is on the Leadership Council and Investment Committee for Robin Hood, the Board of Trustees for the Lawrenceville School, and the Resource Council for the Grand Teton National Park Foundation.

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