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Martin G

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Martin Galvez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Bank of America and Merrill from 2014 to 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies 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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Margaret C

Series 66

Atlanta, GA

Citigroup Global Markets

Margaret Cox is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing 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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Alvaro M

CFA®, Series 63, Series 65

New York, NY

Citigroup Global Markets

Alvaro Madero is a CFA® charterholder with Series 63 and Series 65 licenses and five years of industry experience. He is currently with Citigroup Global Markets, where he has worked for four years. His prior roles include positions at Foreside Fund Services, LLC and Global X Management Company LLC, as well as an earlier tenure at Miami University. 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 employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.

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

Series 66

New York, NY

Citigroup Global Markets

Deborah Menjivar is a Series 66-licensed financial advisor with 23 years of industry experience, currently with Citigroup Global Markets since 2021. She previously worked at JPMorgan Securities LLC from 2015 to 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles including in-house research and acting as a security-based swap dealer and futures commission merchant.

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

Series 65, Series 63

Oak Brook, IL

Citigroup Global Markets

Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, 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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Ernesto A

Series 63, Series 66

Pasadena, CA

Citigroup Global Markets

Ernesto Alvarez is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at JPMorgan Securities, JPMorgan Chase Bank, and several other financial firms dating back to 2003. Citigroup Global Markets serves both individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including functions as a security-based swap dealer and futures commission merchant.

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

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Galen Jang is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at Citigroup since 2019 and was previously with Scottrade, Inc. Beginning in 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including roles 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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Ruirui Z

Series 66

New York, NY

Citigroup Global Markets

Ruirui Zhu is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and four years of industry experience. Zhu has worked at Citibank in both Canada and the United States since 2016. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with dedicated oversight and leverages its scale and market roles to provide bespoke solutions and custody services.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Diego Brachfeld Parlaghy is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has worked at Citigroup Private Bank since 2010. Outside of his advisory role, he serves as partner and president of Brachfeld Parlaghy S-Corp, a handbag production and sales business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains significant in-house research and market roles, distinguishing it from typical advisory firms.

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

Series 66

Beverly Hills, CA

Citigroup Global Markets

Sebastian Garcia Cornejo is a Series 66 designated financial advisor at Citigroup Global Markets with four years of industry experience. He has held prior roles at RBC Capital Markets and served in various positions at the University of California, San Diego. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside 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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Timothy L

Series 63, Series 65, Series 66

Bayonne, NJ

Citigroup Global Markets

Timothy Leung is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm is notable for its multi-asset, multi-manager strategies, extensive in-house research capabilities, and unique market roles including 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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Daniel L

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Daniel Li is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 credentials and seven years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs with both discretionary and non-discretionary options, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique 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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Craig C

Series 66

New York, NY

Citigroup Global Markets

Craig Calderone is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Voya Investments Distributor, LLC and Voya Investment Management. He is based in New York, NY. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, integrating in-house research and maintaining unique 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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Sylvan G

Series 63, Series 65

San Antonio, TX

Citigroup Global Markets

Sylvan Gomez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including USAA and Frost Investment Services prior to joining Citigroup. Outside of his advisory role, he is actively involved as a guitarist and singer in a band called Lawndarts and Alcohol. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments and offers 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 and arrangements.

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

Series 66

Jacksonville, FL

Citigroup Global Markets

Myrdania Cherilus is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, she held positions at Merrill and Randstad, and she has worked as a freelance translator for Baystate Interpreters Inc. She is also the owner of Prinstadane Estate Corp, a real estate business she plans to develop. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a comprehensive range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research, 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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Cole C

Series 66

Chicago, IL

Citigroup Global Markets

Cole Charles is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, Wells Fargo Clearing, and Northwestern Mutual. Charles also has experience outside finance, including roles at Elmhurst University and in the hospitality industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using both discretionary and non-discretionary programs and is notable for its 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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Justin D

Series 63, Series 65

Oak Brook, IL

Citigroup Global Markets

Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including derivatives and futures services.

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

Series 66

New York, NY

Citigroup Global Markets

Juan Rojas Ospina is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately two years of experience in advisory roles. His prior work includes positions at Dane Street and Florida Valet Parkin. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

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

CFA®, Series 66

San Francisco, CA

Citigroup Global Markets

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

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

Series 66

Miami, FL

Citigroup Global Markets

Geovanny Galindez Otero is a financial advisor at Citigroup Global Markets with a Series 66 designation and several years of experience in the banking and financial services industry, including prior roles at Bank of America and TD Bank. His background also includes brief employment in the restaurant and retail sectors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 alongside specialized market roles and arrangements.

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