The Guth Group
Citi Family Office
21 East State Street
Suite 1500
Columbus, OH 43215
tel: 614.460.2633
toll free: 866.464.2750
fax: 614.228.2875
 
Financial Advisor Details

 
Joel J. Guth
Senior Vice President - Wealth Management
Senior Portfolio Manager
Financial Planning Specialist
Citigroup Family Office
Advisor, Citigroup Family Office
tel: 614.460.2633
toll free: 866.464.2750
fax: 614.228.2875
joel.j.guth@citi.com
  • Experienced in working with successful business owners
  • Consults on prelidiquidity planning, deal execution and post deal wealth management issues
  • Develops client investment policy statements, selects independent investment managers and selects appropriate alternative investments
  • Assists clients with: art acquisition Issues; multi residence management, and; lending and aircraft financing
  • Graduated from Cornell University with a B.S. in Finance and Investment Management
Joel J. Guth is licensed in the following state(s): AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NJ, NY, OH, OK, PA
 
Catherine Zweig Cory
Second Vice President - Wealth Management
tel: 614.460.2694
toll free: 800.247.6153
fax: 614.228.2875
catherine.cory@citi.com
  • Oversees our client relationship management
  • Responsible for creating, implementing, and maintaining comprehensive financial family plans
  • Graduated from The Ohio State University with a BA - Psychology
  • Actively Involved with the Herbert J. Block Memorial Tournament, which benefits the Arthur G. James Cancer Hospital
Catherine Zweig Cory is licensed in the following state(s): AL, CA, CT, FL, GA, IA, IL, IN, MA, MI, NC, NJ, NV, NY, OH, PA, SC, VA
 
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