Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Ines Barrutia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 20 years of industry experience. She has worked at Citibank since 2016 in Miami, FL. Citigroup Global Markets serves individual and institutional clients across various high-net-worth 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 manages large-scale institutional and complex client relationships.

Raymond Connors IV is a Series 66-licensed advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at Wells Fargo Advisors and Mazzola Financial, alongside academic roles at Baruch College and The Scholars Academy. 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 specialized market roles, including in-house research, swap dealing, and futures commission merchant activities.

Sean Howard is a financial advisor at Citigroup Global Markets with 31 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 65 designations. 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 is notable for its large institutional scale, in-house research capabilities, and distinctive market roles such as acting as a swap dealer and futures commission merchant.

Douglas Drehwing is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2016, following roles at Santander Securities and Santander Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing tailored discretionary solutions and maintaining in-house research and security-pricing capabilities.

Ron Hertzberg is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with JP Morgan Securities LLC from 2013 to 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, a business focused on buying and selling sports memorabilia. 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 has a unique combination of large institutional scale and specialized market roles.

Matthew Lum is a Series 66-licensed financial advisor with 21 years of industry experience. He currently works at Citigroup Global Markets, where he has been since 2025. Prior to joining Citigroup, he spent 12 years at HSBC Bank USA and HSBC Securities (USA) Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and operates with large institutional scale and specialized market roles.

Kaniz Fatema is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Her work history includes roles at Citigroup, New York University, Canadian Imperial Bank of Commerce, JPMorgan Chase, and Goldman Sachs. 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 and maintains in-house research and security-pricing capabilities, distinguishing it within the industry.

Rashad Bekirov is a financial advisor with Citigroup Global Markets holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, The Prudential Insurance Company of America, and Pruco Securities LLC. 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 oversight committees and provides services such as discretionary managed accounts, mutual funds, ETFs, and alternative investments.

Joseph Mastronardi is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various segments, including high-net-worth and ultra-high-net-worth individuals. The firm offers a range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies with in-house research and specialized market roles.

Hiroto Hayashi is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Citigroup Global Markets Inc. since 2014. Citigroup Global Markets Inc. 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 discretionary and non-discretionary programs and operates with institutional scale and specialized market roles.

Anna Callimanopulos is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation. Her prior roles include positions at Scura Partners and Citigroup, and she has spent time in educational settings such as Wellesley College, The Spence School, and Millbrook School Garden. 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 with in-house research and operates as both a swap dealer and futures commission merchant, providing solutions tailored to high-net-worth and institutional clients.

Georgia Mouzakis is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. She has held the position of past president and remains a member of the Hellenic American Bankers Association, Inc. in New York. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a broad range of advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and maintains a combination of institutional scale and specialized market roles.

Thomas Moran is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets Inc. since 2013. 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 internal oversight and incorporates a combination of large institutional scale and unique market roles.

Jiaxin Cai is a financial advisor at Citigroup Global Markets with nine years of industry experience. Cai holds Series 63 and Series 66 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., and J.P. Morgan Securities LLC. 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 unique market roles, including in-house research and derivatives services.

Carol Ng is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and eight years of industry experience. She has worked at Citigroup since 2018 and previously spent three years at UBS Financial Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Sasha Zhu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has been with Citigroup Global Markets since 2014. Outside of her advisory role, she is involved in business administration for a restaurant called Little by Little. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and market roles such as swap dealer and futures commission merchant.

Josie Su is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Based in San Francisco, CA, her career has been focused within the firm. 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 discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Sherise Scott is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan and AARP, along with her current position at Citigroup since 2021. She has a background that includes both financial services and education. 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, maintaining large institutional scale alongside specialized market roles and arrangements.

Luis Seabra is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds a Series 66 credential and has worked at Citigroup since 2017, following a one-year tenure at Morgan Stanley. Outside of his advisory role, he is involved as a partner and owner in several trucking and real estate businesses in New Jersey, managing operations and property management activities outside of securities trading hours. 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 utilizes multi-asset, multi-manager strategies with internal oversight to select and monitor managers, and maintains a combination of large institutional scale and market roles including futures and derivatives services.