Robert Diaz Lopez is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup 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 through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Alejandra Hernandez Duque is a Series 66-licensed financial advisor with six years of industry experience, currently with Citigroup Global Markets in Miami, FL. She has worked with Citibank NA and CITI International Financial Services LLC since 2016. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines institutional scale with specialized market roles, including swap dealer and futures commission merchant activities.

Sarjani Shah is a financial advisor at Citigroup Global Markets with a Series 66 credential and under one year of industry experience. Her prior roles include positions at Brookfield Renewable, Morgan Stanley, and involvement with the New York University Center of Social Media and Politics. 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 integrates in-house research and distinctive market roles to support large-scale and complex client needs.

Mark Immel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Citigroup Global Markets and Citi Private Bank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and derivatives services.

Brian Mercado is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Citigroup since 2013. 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 employs multi-asset, multi-manager strategies using internal standards and oversight committees to select and monitor managers, combining large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Jason Orzechowski is a financial advisor with Citigroup Global Markets in Vero Beach, FL, holding a Series 66 license and 13 years of industry experience. He has been with Citigroup since 2014. Outside of his advisory role, his family is involved in selling sports collectibles on eBay. 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 with both discretionary and non-discretionary options and integrates proprietary standards and oversight committees to select and monitor investment managers.

David Heller is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Citi Bank and Lenox Advisors. Outside of finance, he has experience with Asphalt Green Day Camp. 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.

Steven Silber is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at LPL Financial for 17 years before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with in-house research and unique market roles, providing a broad range of advisory and execution services.

Luis Perez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Citigroup since 2014, including the firm’s enterprise segment since 2024. 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. The firm combines large institutional scale with specialty market roles, including in-house research and security pricing, and provides a broad set of advisory, execution, and custody services.

Joel Basciani is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 licenses and has 30 years of industry experience. He has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional infrastructure, including in-house research and specialized market roles.

Michael Caira is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Regions Bank, Tactile Medical, Ricci Insurance Group, and Valic Financial Advisors. 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. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Joshua Silber is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2010. 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 with internal oversight and maintains unique market roles, including in-house research and derivatives services.

Burke Anderson is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2017, following a four-year tenure at Goldman Sachs & Co. 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 maintains institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.

Peter Cavazos is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Citigroup in 2017, he worked at BBVA Compass Bank (now PNC Bank) and Tesla Motors & Energy. 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 market roles that distinguish it from many peers.

Gustavo Martinez Cabrera is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at HSBC Bank USA NA for eight years. 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 with oversight committees to select and monitor managers and maintains functions such as in-house research, security pricing, and derivatives services.

Ah Jin Cho is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Prior to joining Citigroup in 2021, he worked nine years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and leverages its large institutional scale alongside in-house research and market roles.

Charles Albinger is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. His prior experience includes roles at the University of Tampa and the University of South Florida. 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 and is notable for its combination of large institutional scale and unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Shelly Ruiz is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Citigroup since 2009. Outside of her advisory role, she serves as a stockholder and vice president of USA Air Conditioning Co., a business owned by her husband. 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 both discretionary and non-discretionary programs and maintains substantial in-house research and market roles not commonly found at peers.

Andres Cardona is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. 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 a range of market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

Caroline Armstrong is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has worked previously at Morgan Stanley, Wells Fargo Clearing, and Banco Santander International. 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 and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.