Citi to mentor Roberts & Ryan

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Roberts & Ryan Investments Inc. and Citi have entered into a mentor-protégé partnership, the firms announced on Monday.

Citi will also offer training to the service-disabled veteran-owned institutional broker dealer to enhance the firm’s operations and compliance. Additionally, it will consult with Roberts & Ryan on business and organizational management.

“Citi has developed a strong working relationship with Roberts & Ryan and we are excited to see it progress to this point,” said Ed Skyler, EVP of Global Public Affairs at Citi and co-lead of Citi Salutes. “We believe in Roberts & Ryan’s mission to improve the lives of veterans and foster a supportive environment for them at work and in the broader community.”

Citi Salutes is an initiative to support veterans, service members and their families through recruiting, mentoring, leadership and community outreach programs.
In the municipal bond space, Roberts & Ryan offers underwriting and trading of munis. The company supports the veteran community through direct hiring and training of vets and donates a percentage of their gross revenue to nonprofit organizations that aid the vets with healthcare, wellness and career transition.

"We are excited to be partnering with Citi, a world class organization that shares our mission and purpose of providing top tier client service while supporting our nation's military veterans,” said Brian Rathjen, president of Roberts & Ryan. “Citi has been steadfast in their alignment with the veteran community through key initiatives such as Citi Salutes, Bring Them Homes, and numerous other health and wellness support programs.”

Citi was the first financial agent bank to join the U.S. Treasury’s Fiscal Services Agent Mentor-Protégé Program, where large banks partner to help minority, women and veteran retail banks and credit unions.

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