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Felipe R

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Felipe Robledo is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Citigroup Global Markets since 2018 and was previously employed at BlackRock Investments, LLC from 2016 to 2018. 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 and maintains in-house research and security-pricing capabilities, combining 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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Delano J

Series 63, Series 66

Brooklyn, NY

Citigroup Global Markets

Delano Jarrett is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and 15 years of industry experience. Prior to joining Citigroup in 2023, he worked at Santander Securities, LLC, and Santander Bank, NA for a combined 20 years. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains several in-house research and security-pricing activities.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Aleksandar Blagojevic is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2018, with prior work experience in the restaurant industry. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and security-pricing activities.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Carolyn Pagan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase N.A., where she spent over a decade, and had a brief tenure at Appen. 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 and operates with institutional scale and specialized market roles, including in-house research and swap dealer functions.

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

CFA®, Series 66

San Francisco, CA

Citigroup Global Markets

Eric Goodbar is a CFA® charterholder and holds the Series 66 designation, with two years of industry experience. He is currently with Citigroup Global Markets, having previously worked at BNY Mellon and its affiliated entities from 2005 to 2022. 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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Christopher L

Series 66

New York, NY

Citigroup Global Markets

Christopher Lanzilotti is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, JPMorgan Chase Bank, and JP Morgan Securities. 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, 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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John L

Series 66

New York, NY

Citigroup Global Markets

John Livingstone is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and previously served in various roles with the US Army, including assignments at the US Mission to NATO and Headquarters, Department of the Army. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles and commercial arrangements.

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

Series 63, Series 66

Fountain Valley, CA

Citigroup Global Markets

Zhenxing Lao is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities USA Inc., HSBC Bank USA Inc., and Wells Fargo. 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 with internal oversight and offers 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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Herbert C

Series 63, Series 65

New York, NY

Citigroup Global Markets

Herbert Cheesman is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has held positions at Citigroup since 2018 and previously worked at Summit Equities from 1999 to 2018. He holds Series 63 and Series 65 licenses. 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 employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary solutions.

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

Series 66

Port Jefferson, NY

Citigroup Global Markets

Marisol Sanchez Taboada is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, Merrill, and PNC Bank. 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, execution, and custody services.

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

Series 65, Series 63, Series 66

Miami, FL

Citigroup Global Markets

Marcela Kozupytsya is a financial advisor with Citigroup Global Markets, holding Series 65, 63, and 66 licenses and 11 years of industry experience. Her prior roles include positions at Goldman Sachs and BankUnited. Outside of finance, she worked at Ben and Jerry's for eight years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives services, and bespoke discretionary solutions for high-net-worth clients.

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

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Diana Alvarez is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Merrill and Wells Fargo 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 with internal oversight and provides discretionary and non-discretionary portfolio management, including access to alternative investments and digital-asset products.

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

Series 66

New York, NY

Citigroup Global Markets

Luis Juarez Reyes is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. His prior experience includes roles at Columbia University, Metabase Q, and the Ministry of Finance and Public Credit. 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 and maintains in-house research and security-pricing activities, operating at a scale that includes roles 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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Franklin G

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Franklin Gutierrez is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and 36 years of industry experience. He joined Citigroup in 2017 after two years at Stonecrest Capital Markets Inc. Outside of his advisory role, he has passive ownership interests in multiple rental properties in Miami. 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 with both discretionary and non-discretionary approaches, supported by in-house research and oversight committees.

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

Series 63, Series 66

El Cajon, CA

Citigroup Global Markets

Darek Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior roles include positions at Merrill, Bank of America, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its combination of large institutional scale, in-house research capabilities, 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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Rustam N

Series 65, Series 63

New York, NY

Citigroup Global Markets

Rustam Nazirbaev is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at Citigroup since 2021 and previously spent six years at Cushman & Wakefield. 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 swap dealer and futures commission merchant functions.

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

Series 63

Bedford, NY

Citigroup Global Markets

Timothy Sullivan is a financial advisor with Citigroup Global Markets, holding a Series 63 designation and 25 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 with both discretionary and non-discretionary programs and supports large-scale institutional roles including swap dealer and futures commission merchant activities.

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

Series 63, Series 65

Los Angeles, CA

Citigroup Global Markets

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. 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 with a combination of 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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Michael S

Series 66

Smithtown, NY

Citigroup Global Markets

Michael Schmidt is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. 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 through both discretionary and non-discretionary programs, supported by internal standards and oversight committees for manager selection and monitoring.

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

Series 66

Miami, FL

Citigroup Global Markets

Alexander Cepero is a financial advisor with Citigroup Global Markets, holding a Series 66 license and six years of industry experience. His prior roles include positions at SunTrust Advisory Services, Truist Investment Services, TD Ameritrade, and TD Bank. He is based in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside brokerage and custody services. The firm combines large institutional scale with unique market roles, such as operating as a swap dealer and futures commission merchant, and delivers bespoke discretionary solutions for very large client relationships.

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