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Fabian C
Series 65, Series 63
Beverly Hills, CA
Citigroup Global Markets
Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. 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 and arrangements, including in-house research and derivatives services.
Jason M
CFP®, Series 66, Series 63
Wilmington, DE
Citigroup Global Markets
Jason Molnar is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets in Wilmington, DE. He has been with Citi Private Bank since 2016. Outside of his advisory role, he coaches youth soccer and lacrosse teams in the Wilmington area. Citigroup Global Markets serves individual and institutional clients through a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies, combining large institutional scale with specialized market roles and comprehensive client solutions.
Liam K
Series 66
Greenwich, CT
Citigroup Global Markets
Liam King is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, LPL Financial, Webster Bank, and Axa Advisors. 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 discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.
Amanda L
Series 66
New York, NY
Citigroup Global Markets
Amanda Lash is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Her background includes work in various roles outside finance, including positions at Midtown Life Studio and Negril ATL. 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 unique market roles, providing a broad set of advisory, execution, and custody services.
Christopher B
Series 63, Series 65
Denver, CO
Citigroup Global Markets
Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.
Christopher C
Series 63, Series 65
Homer Glen, IL
Citigroup Global Markets
Christopher Cralle is a financial advisor at Citigroup Global Markets with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. 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 implements multi-asset, multi-manager strategies and maintains significant institutional scale alongside specialized market roles.
Daniel C
Series 63, Series 65
Manorville, NY
Citigroup Global Markets
Daniel Conforti is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2016. Outside of finance, he is a New York State certified baseball umpire, officiating high school games in Eastern Long Island. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and derivatives services.
Alexander R
Series 66
Miami, FL
Citigroup Global Markets
Alexander Recalde is a financial advisor at Citigroup Global Markets with a Series 66 credential and two years of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley from 2022 to 2025 and had brief roles at Wells Fargo and Wells Fargo Advisors. Outside of his advisory work, he is an owner of a rental property in Doral, Florida. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.
Bill R
Series 63, Series 66
Oak Brook, IL
Citigroup Global Markets
Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management Company. 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, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.
Brendan D
Series 66
New York, NY
Citigroup Global Markets
Brendan Doherty is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and bringing 12 years of industry experience. He worked at Merrill from 2008 to 2022 before joining Citigroup Global Markets in 2022. 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 institutional-scale operations including in-house research, security pricing, and roles as a swap dealer and futures commission merchant.
Idalia L
Series 63, Series 65
Miami, FL
Citigroup Global Markets
Idalia Lemus is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citi since 2017, including prior roles at Suntrust Bank. 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 combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.
Angel L
Series 63, Series 66
New York, NY
Citigroup Global Markets
Angel Lopez is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TIAA, Merrill, Bank of America, and JPMorgan Chase. Outside of his advisory role, he co-owns a rental property in Port Jervis, NY, overseeing maintenance and repairs during non-trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles, including in-house research and futures commission merchant activities.
Michael H
Series 63, Series 66
Uniondale, NY
Citigroup Global Markets
Michael Harripersaud is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Citigroup Global Markets in 2022, he worked at Citibank NA from 2001 to 2022. 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, providing a wide range of advisory, execution, custody, and derivatives services.
Alicia L
Series 66
Jacksonville, FL
Citigroup Global Markets
Alicia Lathrop is a Series 66-registered financial advisor at Citigroup Global Markets with seven years of industry experience. She previously worked at Merrill and has been involved with Pie Daddy LLC. Outside of her advisory work, she is an owner of a rental property in Jacksonville, Florida. 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 integrates both discretionary and non-discretionary programs with proprietary oversight and manager selection processes.
Elijah G
Series 66
Huntington Beach, CA
Citigroup Global Markets
Elijah Goble is a financial advisor with Citigroup Global Markets in Huntington Beach, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2018, he worked at Bank of America and Merrill Lynch. Outside of finance, he manages Grant Goble LLC, a live entertainment production company specializing in audiovisual support for music events. 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 implements multi-asset, multi-manager strategies with an emphasis on internal oversight and combines large institutional scale with specialized market roles.
Dwayne I
Series 63, Series 65
Los Angeles, CA
Citigroup Global Markets
Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 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 serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.
Evan R
Series 66
Dallas, TX
Citigroup Global Markets
Evan Radman is a Series 66-licensed financial advisor with 12 years of industry experience. He currently works at Citigroup Global Markets, where he has been employed since 2022. His prior experience includes roles at Frost Investment Services, Frost Brokerage Services, Raymond James & Associates, Bank of America, N.A., and Merrill. Citigroup Global Markets Inc. 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 and maintains substantial in-house research and market roles uncommon among its peers.
Mercedes H
Series 63, Series 65
San Francisco, CA
Citigroup Global Markets
Mercedes Herrera is a financial advisor at Citigroup Global Markets with 22 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 this firm. 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 comprehensive internal oversight and maintains distinctive roles such as operating as a swap dealer and futures commission merchant.
Chiahsin K
Series 63, Series 65
San Pedro, CA
Citigroup Global Markets
Chiahsin Ku is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.
Matthew B
Series 66
Elk Grove, CA
Citigroup Global Markets
Matthew Balecki is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 proprietary research, futures and derivatives services, and tailored solutions for high-net-worth clients.
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