Gregory Lara

I was a capital markets and banking Vice President with over ten years of experience advising institutional, corporate, and ultra-high-net-worth Customers on complex financing and risk management. My career has been built at two of the world’s leading financial institutions—Citibank, Morgan Stanley and J.P. Morgan—where I have consistently partnered with senior decision-makers to deliver strategic outcomes across corporate finance, capital markets, and private banking.

As a Vice President within Citi Private Bank, I specialized in helping family offices and ultra-high-net-worth customers navigate interest rate, foreign exchange, and credit markets through tailored outcomes. I work closely with partners, counselors, and credit partners to structure sophisticated derivatives and securitized credit transactions while ensuring disciplined risk management and flawless execution.

Previously, I advised middle-market and large corporate customers on acquisitions, leveraged finance, capital structure optimization, and capital markets transactions, contributing to financing totaling several billion dollars across diverse industries. My experience also includes institutional customer coverage and transaction banking, providing a broad perspective across the banking ecosystem.

I am passionate about building long-term relationships founded on technical expertise, and strategic insight. I believe the customer outcomes are achieved by combining deep market knowledge with a practical understanding of each customer’s objectives and risk profile.

I hold a B.A. in Economics from Queens College and maintain the SIE, Series 79, and Series 66 licenses. I also passed CFA Level I and am committed to continuous learning and professional excellence.

Outside of work, I enjoy reading about finance, psychology, and history, staying active through sports, and mentoring the next generation of finance professionals.