J. Peter Barbara
About J. Peter Barbara
J. Peter Barbara is a Private Banker with extensive experience in wealth management, currently working at City National Bank in Los Angeles. He has held senior positions at several financial institutions, including City National Bank and Wells Fargo Private Bank, and has expertise in investment management, real estate financing, and estate planning.
Current Role as Private Banker
J. Peter Barbara currently serves as a Private Banker at City National Bank, a position he has held since 2021. He operates within the Los Angeles Metropolitan Area, focusing on delivering tailored banking solutions to a select clientele. His role involves providing concierge banking services, which cater to the unique financial needs of wealthy individuals and families.
Previous Experience at City National Bank
Prior to his current role, J. Peter Barbara worked at City National Bank from 2014 to 2021. He held multiple senior positions, including Senior Vice President and Region Manager for Private Banking, and Senior Vice President, Head of Investment Solutions. His tenure at the bank spanned seven years, during which he contributed to the growth and management of private banking services in Los Angeles.
Experience at Wells Fargo Private Bank
Before joining City National Bank, J. Peter Barbara worked at Wells Fargo Private Bank from 2009 to 2014. In his role as Senior Vice President and Wealth Advisor, he provided financial advice and services to clients in the Greater Los Angeles Area. His experience at Wells Fargo enhanced his expertise in wealth management and client relations.
Background in Financial Services
J. Peter Barbara has an extensive background in the financial services industry, with nearly three decades of experience. He worked at Citi Private Bank for 19 years, where he held the position of Director, Private Banker, and Investment Strategist. His long-standing career has equipped him with a deep understanding of investment management, real estate financing, and estate planning.
Education and Expertise
J. Peter Barbara earned a Bachelor of Business Administration (B.B.A.) in Marketing from Pace University - Lubin School of Business, studying from 1986 to 1991. His educational background complements his professional experience, allowing him to coordinate a team of specialists to provide comprehensive wealth management services.