Francis Mulvey is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior roles include positions at J.P. Morgan Securities, StoneX Financial Inc., Exoduspoint Capital Management, Stifel Nicolaus & Co Inc, and SG Americas Securities, LLC. 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 through both discretionary and non-discretionary programs and maintains unique market roles including in-house research, swap dealing, and futures commission services.

Alexandra Grinaldi is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Citigroup in 2025, she worked at UBS Financial Services for four years and J.P. Morgan Securities for ten years. 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 both discretionary and non-discretionary programs, integrating in-house research and complex market roles in its approach.

Panorea La Venuta is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Citigroup since 2013. 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 with rigorous manager selection and oversight and operates with significant institutional scale and market roles, including swap dealer and futures commission merchant activities.

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union 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 services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

Jacob Pusateri is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2012. Outside of finance, he is involved as a producer for a film titled "Coaled Blood," assisting with budgeting and production management. 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 through discretionary and non-discretionary programs and maintains large-scale institutional capabilities alongside specialized market roles.

Helio Prado is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research and operation as a swap dealer and futures commission merchant.

Akeil Roberts is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Citigroup, he worked at Morgan Stanley, E*Trade Securities, and Kingston Market. He is also a co-founder of AB Tutoring Ltd. 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 combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke discretionary solutions.

Andre Reichenstein is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022, following a 12-year tenure at Credit Suisse Securities (USA) LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees to select and monitor managers.

Anthony Dibisceglie is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He has been with Citigroup Global Markets Inc. since 2013 and holds Series 63 and Series 65 licenses. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with notable institutional scale and unique market roles.

Gregg Marsden is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank. He has also operated his own business since 2014. 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 significant institutional capabilities, including in-house research and operations as a swap dealer and futures commission merchant.

Timmy Pham is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. 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 and provides bespoke discretionary solutions, leveraging its large institutional scale and specialized market roles.

Farheen Ahmed is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. She has held roles at Goldman Sachs Ayco, TD Ameritrade, and various other positions before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad array of investment advisory programs and clearing and custody services. The firm utilizes a multi-asset, multi-manager approach with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

Katherine Moore is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at BlackRock Investments for nine years. Moore serves on the investment committee for the Robin Hood Foundation and is a member of the Board of Trustees and investment committee for The Lawrenceville School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with discretionary and non-discretionary options. The firm integrates large institutional scale with unique market roles, including in-house research and futures commission services.

Yiwei Li is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 designations and four years of industry experience. Prior to joining Citigroup in 2026, Yiwei worked at JPMorgan Chase Bank and J.P. Morgan Securities, and has entrepreneurial experience with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services supported by in-house research, extensive manager oversight, and multi-asset, multi-manager strategies.

Long Nguyen is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. He previously worked at Fidelity Brokerage Services and Aston Carter. 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 security pricing, and provides a broad range of advisory and execution services.

Joseph Keller is a CFA® charterholder with 13 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2024, and previously worked at Northern Trust and Grosvenor Capital Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

William Rivas is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. Outside of his advisory role, he co-manages rental property investments in Jamaica, NY. 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 maintains in-house research and execution capabilities, supporting complex and large-scale client solutions.

Sarah Glenn Waters is a financial advisor at Citigroup Global Markets with 5 years of industry experience. She holds a Series 66 designation and previously worked at Merrill and Farah & Farah, PA. 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 in-house research and security-pricing activities alongside its roles as a swap dealer and futures commission merchant.

John Stefanidis is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2018. His prior roles include positions at Infiniti of Englewood, LLC and the University of Delaware. 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 both discretionary and non-discretionary approaches, supported by in-house research and complex market roles.

Nicholas Filla is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2021 and has held roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of finance, he is involved with the Missouri Rush Soccer Club. 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 uses multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.