Trent Cohan is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following four years at Northern Trust. Outside of advisory work, he operates an online retail store that he founded in 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad 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, supported by extensive in-house research and unique market roles.

Jason Collins is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021, following ten years at Bank of America and sixteen years at Merrill. 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, derivatives services, and bespoke solutions for high-net-worth clients.

Oliver Abel V is a Series 66 licensed financial advisor at Citigroup Global Markets with eight years of industry experience. His career includes roles at Merrill, Bank of America, Arnold Worldwide, Glenmede Trust Company, and New York University’s Leonard N. Stern School of Business. 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 implements multi-asset, multi-manager strategies with internal oversight and provides specialized services such as derivatives and futures trading, lending secured by advisory assets, and bespoke discretionary solutions for large clients.

Divya Avasthi is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She has been with Citi since 2012. 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 and maintains institutional-scale operations with unique market roles, including in-house research, swap dealing, and bespoke solutions for large relationships.

Taylor Shapiro is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He previously worked at Charles Schwab and Co., Inc. and TD Ameritrade. Shapiro holds Series 63 and Series 66 licenses. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Gannon Morrison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services, AXA Advisors, LLC., and Stifel. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as security-based swap dealing and futures commission merchant activities.

Yarden Vilcom is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets and has held prior roles at Bank of America, Merrill, and Equitable Advisors. His background includes work at the American Jewish Joint Distribution and entrepreneurial experience with Jordick Design, Inc. 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 and integrates internal standards and oversight to manage portfolios spanning separately managed accounts, mutual funds, ETFs, and alternative investments.

Todd Staretz is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivative trading capabilities. The firm employs multi-asset, multi-manager strategies within discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Lily Lin is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and eight years of industry experience. She has been with Citigroup since 2007. 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 unique institutional capabilities such as in-house research and security-pricing, alongside roles as a swap dealer and futures commission merchant.

Eric Mark is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies and maintains distinctive market roles, including swap dealer and futures commission merchant activities.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo in multiple capacities and Comerica Bank. 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 with both discretionary and non-discretionary approaches and combines large institutional scale with specialized market roles, including activities as a swap dealer and futures commission merchant.

Giovanni Maglione is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and three years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Banca Mediolanum. Giovanni has entrepreneurial experience from 2018 to 2020. 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, providing a broad range of advisory, execution, and custody services.

Christopher Ian Guaman Moreira is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 65 and Series 63 licenses. His prior experience includes roles at Citizens Bank, Citizens Securities, JPMorgan Chase Bank, and Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Calvin Lem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including CitiGroup since 2015 and Essex National Securities since 1999. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and integrates institutional-scale research and market roles uncommon among peers.

Andrea Osorio is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and JP Morgan Securities since 2016. 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 and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Rosenthal is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. He has two years of industry experience and has previously worked at Merrill, Stifel, and Edward Jones. 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’s approach includes discretionary and non-discretionary strategies utilizing internal standards and oversight committees to select managers, and it operates notable market roles such as security-based swap dealing and futures commission merchant services.

Mathias Frank Avila Ribeiro is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work history includes roles at Southern Adventist University and Broward College. 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 large institutional scale alongside unique market roles such as swap dealing and futures commission merchandising.

Jeffery Micheli is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds the Series 66 designation 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 broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant services.

Mickey Li is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Bank of America, Merrill, and Wells Fargo before joining Citigroup in 2022. Based in Las Vegas, NV, he has a background spanning both wealth management and clearing services. 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 with robust internal oversight and manages complex market roles, including swap dealing and futures commission services.

Miles Evans is a CFP® with four years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in Jacksonville, FL. His prior experience includes roles at Fidelity Investments, MassMutual, Northwestern Mutual Investment Services LLC, and Brust Wealth Advisors. 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 both discretionary and non-discretionary programs and operates with a combination of institutional scale and market roles, including swap dealer and futures commission merchant activities.