Marybeth Whyte

Marybeth Whyte is the Client Portfolio Manager for Clarfeld | Citizens Private Wealth. She is a seasoned investment professional with extensive experience across portfolio management, client relationship management, and business development. Marybeth excels in communicating complex investment processes, strategies, and market outlooks to clients, sales teams, and distribution partners, making sophisticated concepts accessible and understandable.

With a deep expertise in fixed income, equities, alternatives, and multi-asset strategies, Marybeth has a proven track record of growing Assets Under Management (AUM). Her career has spanned roles as a client relationship manager, product/portfolio specialist, portfolio manager, and business manager, serving a diverse range of clients including institutions, trusts and estates, family offices, and ultra-high-net-worth individuals. She has also managed wrap fee accounts and both open-end and leveraged closed-end bond funds. Marybeth’s notable achievements include tripling municipal bond AUM at two firms, developing successful marketing strategies, and creating and delivering impactful client-facing seminars. She is a subject matter expert and trusted advisor who has presented to various stakeholders including consultants, boards of trustees, investment committees, lawyers, wholesalers, and financial advisors.

Her active participation in high-level committees such as the Global Investment Policy Committee, Global Fixed Income Policy Committee, and Multi-asset Strategies Investment Committee highlights her strategic insights and leadership within the industry.