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Manuel V

Series 63, Series 65

Sacramento, CA

Citigroup Global Markets

Manuel Vizcarra is a financial advisor with Citigroup Global Markets in Sacramento, CA, holding Series 63 and Series 65 licenses and possessing four years of industry experience. His background includes roles at Capital Datacorp and a one-year period outside the industry before joining CitiBank in 2020. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees, and operates with a combination of large institutional scale and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jorge M

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Jorge Menendez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor managers, combining large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Stephen H

Series 63, Series 66

Potomac, MD

Citigroup Global Markets

Stephen Harper Jr. is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 13 years of industry experience. His prior roles include positions at PNC Investments LLC and Wells Fargo in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, and manages multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Aminata J

Series 66

Washington, DC

Citigroup Global Markets

Aminata Jarboh is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets for one year and Delta Air Lines for seven years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alessandra E

Series 66

Miami, FL

Citigroup Global Markets

Alessandra Ermel is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains in-house research and security-pricing activities, distinguishing it from many peers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Deborah D

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Deborah Drummond is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at HSBC Bank and Unified Pet Products, as well as a previous tenure at Citigroup Global Markets from 2005 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Karen L

Series 63, Series 65

New York, NY

Citigroup Global Markets

Karen Lawrence is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. In addition to her advisory role, she serves as a Director and board trustee at Greater Deliverance Church of God, where she contributes to decisions regarding church operations. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures capabilities. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles and commercial arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Dylan B

Series 63, Series 65

Foster City, CA

Citigroup Global Markets

Dylan Bowsky is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Wells Fargo Bank, J.P. Morgan Securities, and Provident Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services, supporting tailored solutions for a broad client base.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Sam S

Series 66

Los Angeles, CA

Citigroup Global Markets

Sam Stavros is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following a year at Bank of America and three years at Fitness SF. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains significant in-house research and market roles that differentiate it from peers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Amelia L

Series 66

New York, NY

Citigroup Global Markets

Amelia Levitt is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. Her career includes multiple periods at Citigroup and a brief tenure at Bank of America Merrill Lynch. Citigroup Global Markets serves a range of individual and institutional clients through various advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, offering both discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Fei L

Series 66

Manhattan Beach, CA

Citigroup Global Markets

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Emma W

Series 66

New York, NY

Citigroup Global Markets

Emma Weinfurt is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She previously worked at Sincerus Advisory and has a background including roles at William and Mary and Durham School of the Arts. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Asmir R

Series 63, Series 66

New York, NY

Citigroup Global Markets

Asmir Redzematovic is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials. He has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Pablo M

Series 63, Series 65

New York, NY

Citigroup Global Markets

Pablo Mon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He has been with CitiBank since 2012 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and security pricing, while providing bespoke discretionary solutions for very large relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Emilio W

Series 63, Series 65

Aventura, FL

Citigroup Global Markets

Emilio Wu is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services alongside bespoke solutions for high-net-worth relationships.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Anthony R

CFP®, Series 66

Palos Verdes Estates, CA

Citigroup Global Markets

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Desiree L

Series 66

Chicago, IL

Citigroup Global Markets

Desiree Lukian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple tenures at Citigroup Global Markets as well as positions at Merrill and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm is notable for its combination of large institutional scale, in-house research and pricing activities, and specialized market roles such as swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Christopher H

Series 66

Holmdel, NJ

Citigroup Global Markets

Christopher Howard is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 16 years of industry experience. He has been with Citigroup Global Markets since 2009. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies and utilizes internal standards and oversight committees to select and monitor managers, combining large institutional scale with specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Adriana R

Series 66

Miami, FL

Citigroup Global Markets

Adriana Rondon Richards is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked with Citi International Financial Services and Citibank NA, Puerto Rico Branch since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and integrates internal standards and oversight committees to select and monitor managers.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Bernardo L

Series 65, Series 63

New York, NY

Citigroup Global Markets

Bernardo Leiferman Dayan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. from 2017 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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