Wednesday, September 26, 2018

Dan Leibforth (Marquette AIM 2012) Presented to the AIM and FMA Students on Wednesday, September 19th

Marquette students had an opportunity to hear from a recent graduate about the trends in the asset management industry and the career opportunities from Dan Leibforth, VP/Associate Banker with Citi Private Bank.

Dan Leibforth and Dr. David Krause in the AIM Room
Dan Leibforth is a Vice President/Associate Banker with Citi Private Bank in Chicago. He works directly with team members to create solutions for Ultra High Net Worth client’s needs. 

During an FMA meeting he talked about his role in assisting in the strategic planning and development of client relationships. He discussed his experiences with assisting clients with their banking, investments, lending and custody/trust service needs.

Image result for citi private bank
During the class meeting with the AIM seniors he talked about how his team approaches the asset allocation decision. He spent time to address some of the newest innovations in the investment industry including behavioral finance, smart/strategic beta, and the challenges and opportunities that technology presents.

Dan Leibforth
Dan Leibforth
Dan graduated from Marquette in 2012 with a Bachelor of Science (BS) degree with Finance/AIM and Economics majors. He graduated Cum Laude with Honors and was active in the Financial Management Association, Marquette Economics Association, Alpha Sigma Nu (Jesuit Honor Society), and Club Baseball.

Dr. David Krause, AIM program director commented, “It was wonderful that Dan was able to address the AIM students and the FMA club. Bringing young alumni back into the classroom confirms the importance of many of the topics that are included within the curriculum. Dan – and the other AIM alumni – are doing their part to continue to support the Marquette network and help the current students. They support our mission and are great examples of the quality of the Marquette alumni network."

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