David Bailin is nominated for redefining how ultra-high-net-worth families and family offices approach investment management through CIO Group’s innovative Total Wealth Intelligence platform. A former Global Head and Chief Investment Officer of Citi Wealth, Bailin founded CIO Group to address what he views as the greatest challenge facing affluent families today: fragmented advice, hidden costs, unmanaged cash, tax inefficiencies, and a lack of accountability across their total wealth. Drawing on decades of institutional investment experience, he developed a modern CIO model that combines proprietary AI-driven analytics, active asset allocation, tax optimization, and cash management with the disciplined investment oversight traditionally available only to major institutions.