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Elaine F
Series 63, Series 65
Breezy Point, NY
Citigroup Global Markets
Elaine Freeman is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at JP Morgan Securities LLC, Farmers Financial Solutions, and Brooklyn Knight Insurance Brokerage. 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 combined with broker-dealer execution and custody services. The firm is notable for its large institutional scale and unique market roles, including serving as a swap dealer and futures commission merchant.
Christina M
Series 66
New York, NY
Citigroup Global Markets
Christina Morales is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. She has been with Citigroup since 2015. 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 distinctive market roles, including in-house research and security pricing, as well as acting as a swap dealer and futures commission merchant.
Mario F
Series 63, Series 66
Cameron Park, CA
Citigroup Global Markets
Mario Farfan is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations 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 specializes in multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and the ability to provide derivatives and futures services.
Alfred N
Series 63, Series 65
Fort Lee, NJ
Citigroup Global Markets
Alfred Natale is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at HSBC Securities (USA) Inc., HSBC Bank USA National Association, Cetera, and M&T Securities. 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 both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.
Grace R
Series 63, Series 66
Miami, FL
Citigroup Global Markets
Grace Rocha is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 66 licenses and 28 years of industry experience. She has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services with a multi-asset, multi-manager approach. The firm integrates in-house research and operates in unique market roles, providing scalable and bespoke solutions.
Daniel L
Series 65, Series 63
New York, NY
Citigroup Global Markets
Daniel Lee is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at LG Electronics North America and Winia Daewoo Electronics. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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, supported by in-house research and specialized market roles.
Ashutosh S
Series 66
New York, NY
Citigroup Global Markets
Ashutosh Shandilya is a Series 66–registered advisor with Citigroup Global Markets in New York, NY. He has four years of industry experience and has been with Citigroup since 2005. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and combines large institutional scale with specialized market roles.
Sandeep S
Series 63, Series 66
Thornwood, NY
Citigroup Global Markets
Sandeep Singh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at HSBC Bank USA and HSBC. He has been with Citigroup Global Markets since 2019. 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 scale combined with specialized market roles, including in-house research and derivatives services.
Juan W
Series 66
Beverly Hills, CA
Citigroup Global Markets
Juan Wilson is a financial advisor with Citigroup Global Markets, holding a Series 66 license and has two years of industry experience. His career includes roles at Citi Private Bank and Aflac, as well as academic positions at the University of Southern California and several high schools. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.
Adam K
Series 66
San Antonio, TX
Citigroup Global Markets
Adam Kennerdell is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has worked at major firms including Victory Capital Advisers, JPMorgan Securities, and Chase. 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 operates with large institutional scale, including roles as a swap dealer and futures commission merchant.
Charlotte P
Series 63, Series 65
Greenwich, CT
Citigroup Global Markets
Charlotte Philips is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 18 years of industry experience. Her career includes positions at JPMorgan Securities, JPMorgan Chase Bank, LPL Financial, M&T Securities, M&T Bank, Merrill, and Bank of America. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.
Mariano P
Series 63, Series 65
Brooklyn, NY
Citigroup Global Markets
Mariano Pinto is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved with the Disney Store in Brooklyn, NY, working in cash room and sales audit functions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.
Genna L
Series 66
New York, NY
Citigroup Global Markets
Genna Luisi is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. She has previously worked at JP Morgan Chase Bank and Morgan Stanley. 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 through discretionary and non-discretionary programs and maintains a large institutional scale with unique market roles including swap dealing and futures commission merchant activities.
Michael B
Series 65, Series 63
Chicago, IL
Citigroup Global Markets
Michael Bibbiano is a financial advisor at Citigroup Global Markets in Chicago, holding Series 65 and Series 63 credentials with four years of industry experience. He previously worked at Northern Trust Securities, Cetera Advisors, and Megent Financial, among other firms. His background also includes roles outside finance, such as working at Revival Yoga Studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.
Robert D
Series 63, Series 65
New York, NY
Citigroup Global Markets
Robert De Boyrie is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and two years of industry experience. His previous work experience includes roles at Citigroup since 2017, Bareburger, and the University at Albany SUNY. 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 and integrates in-house research, operating at a scale and with market roles that distinguish it from many peers.
Gregory N
Series 66
New York, NY
Citigroup Global Markets
Gregory Nelson II is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 credential and has worked at Citigroup and Ruffalo Noel Levitz. 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 unique market roles, including in-house research and derivatives services.
Kristy F
Series 66
New York, NY
Citigroup Global Markets
Kristy Feinberg is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds a Series 66 designation and has prior experience at Citibank and Fannie Mae. Feinberg also has a background that includes roles at Duke University and in secondary education. 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 set of advisory, execution, and custody services.
Brittani K
Series 66
Dallas, TX
Citigroup Global Markets
Brittani Kutschke is a financial advisor at Citigroup Global Markets with a Series 66 designation and over a decade of experience that includes roles at Citigroup and Barclays. She is based in Dallas, TX. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operating as a swap dealer and futures commission merchant.
Dillon K
Series 66
New York, NY
Citigroup Global Markets
Dillon Kepler is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His work history includes positions at Moomoo Financial, Fidelity Investments, Merrill, and Liberty Mutual. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services, supported by in-house research and sophisticated oversight mechanisms.
John R
Series 63, Series 65
San Antonio, TX
Citigroup Global Markets
John Reilly is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple 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 operates with large institutional scale, including unique market roles such as swap dealing and futures commission merchant activities.
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