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Gabrielle L

Series 66

New York, NY

Citigroup Global Markets

Gabrielle Lidgard is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 credential and previously worked at Morgan Stanley for five years before joining Citigroup in 2021. Outside of her advisory role, she operates a design and art business. 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 with both discretionary and non-discretionary options, 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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Jose B

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Jose Bejines is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 63 and Series 66 designations 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 execution and custody services. The firm employs multi-asset, multi-manager strategies with both 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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Eric S

Series 66

Chicago, IL

Citigroup Global Markets

Eric Stone is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Citigroup Global Markets since 2017 and previously worked at JMB Insurance for two years. He is based in Chicago, IL. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 and arrangements.

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

Series 63, Series 65

Bay Shore, NY

Citigroup Global Markets

Joshua Kroitor is a financial advisor with Citigroup Global Markets. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including over a decade at Citigroup Global Markets since 2014. 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 maintains institutional-scale operations with unique market roles such as 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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Rong Ling L

Series 63, Series 66

Englewood, NJ

Citigroup Global Markets

Rong Ling Lin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 registrations and bringing eight years of industry experience. Lin has worked at Citigroup since 2017 and was previously employed at Merrill from 2015 to 2017. 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 and operates with significant institutional scale and diverse market roles.

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

Series 66

New York, NY

Citigroup Global Markets

John Pegg is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked previously at JPMorgan, Bank of America Merrill Lynch, Northwestern Mutual, Vontobel, and Thrivent Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 unique market roles such as 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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Kristen P

Series 66

San Francisco, CA

Citigroup Global Markets

Kristen Power is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS Financial Services Inc. She is based in San Francisco, CA. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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

Series 66

Wilmington, DE

Citigroup Global Markets

Brenna Makin is a financial advisor at Citigroup Global Markets with 12 years of industry experience and holds a Series 66 designation. She has been with Citigroup and its affiliates since 2014, currently serving clients out of Wilmington, DE. 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 operates with significant institutional scale, including activities 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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Guy F

Series 66

Ny, NY

Citigroup Global Markets

Guy Ferrera 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 Henry Schein and multiple engagements with the University of California, Berkeley. 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 with internal oversight and combines large institutional scale with unique market roles such as security pricing and swap dealing.

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

Series 63, Series 65

Henderson, NV

Citigroup Global Markets

Jose Rico is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, Axos Bank, Credit Union1, and Bank of George. Outside of his advisory work, he is involved in a package delivery and courier service based in Las Vegas. 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 with both discretionary and non-discretionary programs and combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

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

Series 66

New York, NY

Citigroup Global Markets

Jackson Svete 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 2022. Prior to his current role, he was employed at Equitable Advisors and has experience in diverse sectors including retail and education. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor investment managers.

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

Series 63, Series 65

Atlanta, GA

Citigroup Global Markets

Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. 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 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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Bruce H

Series 65, Series 63

New York, NY

Citigroup Global Markets

Bruce Harris is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Citigroup since 2018, previously working at Torino Capital LLC from 2015 to 2018. 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, swap dealer operations, and customized solutions for very large client relationships.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Dustin Andreas is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at NYLIFE Securities LLC and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset investment advisory programs alongside broker-dealer execution and custody services. The firm employs internal standards and oversight committees to select and monitor investment managers and provides discretionary and non-discretionary solutions that include exposure to alternative and digital-asset products.

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

Series 63, Series 66

San Antonio, TX

Citigroup Global Markets

Yasir Haq is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citi Corp since 2014. Based in San Antonio, TX, his career has been focused within the firm over the past decade. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs, 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, 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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Elisa C

Series 66

New York, NY

Citigroup Global Markets

Elisa Carranza Salazar is a Series 66 licensed financial advisor at Citigroup Global Markets with four years of industry experience. She has held positions at Citigroup since 2022 and previously worked at Brown Brothers Harriman and New York University. 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 with internal oversight and supports 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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Aiyana B

Series 66

Los Angeles, CA

Citigroup Global Markets

Aiyana Baker Shedd is a Series 66 licensed financial advisor with four years of industry experience. She is currently with Citigroup Global Markets, where she has worked since 2022. Prior to that, she held positions at First Foundation Bank and Community First Federal Credit Union. 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 oversight committees and integrates both discretionary and non-discretionary approaches, including exposure to alternative investments and digital assets.

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

Series 63, Series 65

Staten Island, NY

Citigroup Global Markets

Leonardo Renna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates at a 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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Hina J

Series 66

Washington, DC

Citigroup Global Markets

Hina Jumani is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Outside the financial services industry, she serves as a director of Alayah Corp, a software development company. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios across various client segments.

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

Series 66

Miami, FL

Citigroup Global Markets

Matias Ostrowicz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. His career includes roles at Citigroup since 2022, as well as prior positions at Tenasors Medical, Verdeja, De Armas, Trujillo, LLP, and Gilly Vending. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution and custody services, and derivatives and futures trading. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and risk management functions.

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