Kris Xippolitos

Experience

• 

  Citi

  Jun 1996 - Jun 2010

  Responsible for providing fixed income investment strategy, advice and product recommendations, including the construction of individual bond model portfolios. Expert advice covered US Treasuries, US agencies, US MBS, HG corporates, HY corporates, preferred stock, emerging markets and municipal bonds. Responsible for the sales and marketing of fixed income securities to the Smith Barney salesforce. Specialized in government debt (treasuries/agencies), high grade corporate and preferred securities. This included trade execution, portfolio reviews and market education.

  • Fixed Income Portfolio Strategist

    Jun 2000 - Jun 2010

  • Fixed Income Product Specialist

    Jun 1996 - Jun 2000
• 

  Citi Private Bank

  Jun 2009 - Feb 2021

  ● Highly visible role within the Private Bank’s CIO team, responsible for Citi Private Bank's global fixed income view, including rates, credit (high grade and high yield), securitized debt (ABS and MBS), emerging markets (local and external) and US municipal securities.● Voting member of CPB's Global Investment Committee, which sets tactical asset allocations for client portfolios.● Coordinated global fixed income strategy efforts with regional investment teams to help assess individual bond market opportunities through individual securities, structured notes or managed third-party mutual funds.● Engaged with clients through "one-on-one" meetings and Citi Private Bank events, as well as advise internal colleagues on daily market events and particular fixed income opportunities.● Frequently participated in external podcasts and webcasts. Authored numerous publications and was featured in CPB's annual (and mid-year) outlooks publications. Show less ● Worked directly with the Global Head of Fixed Income Strategy, through the Office of the Chief Investment Strategist at Citi Private Bank.● Responsible for supporting and formulating fixed income convictions on global rates, global credit (high grade and high yield), securitized debt (ABS and MBS) and US municipal securities.● Constructed individual security recommendations through conviction lists or provide one-off portfolio reviews to determine proper fixed income positioning or potential swap opportunities.● Communicated our views through various internal meetings, client events, and within numerous global client publications. Co-author of Bond Market Monthly and Bond Market Snapshot, as well as provided commentary for numerous external strategy bulletins and annual (and mid-year) outlooks pieces. Show less

  • Head of Global Fixed Income Strategy

    Mar 2015 - Feb 2021

  • Director, Fixed Income Strategist

    Jun 2009 - Mar 2015
• 

  Citi Investment Management

  Feb 2021 - now

  Kris is the lead portfolio manager for Citi Investment Management's preferred security SMA business for Citi Private Bank clients. Kris also co-manages a multi-asset yield strategy called Dynamic Yield Portfolios, which incorporates mutual funds, individual preferred securities and corporate credit. Kris is a voting member of the Private Bank’s Global Investment Committee (GIC) which sets tactical asset allocation recommendations for investment solutions on both a discretionary and advisory basis. As such, Kris frequently interacts with clients to discuss CPB's global fixed income views through client events, or one-on-one meetings and regularly publishes his views to clients and colleagues. Show less

  • Head of Taxable Fixed Income for the Americas

    Aug 2024 - now

  • Senior Fixed Income Portfolio Manager

    Feb 2021 - Sept 2024