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Jeanmarie L

Series 63, Series 65

Bronxville, NY

Citigroup Global Markets

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

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

Series 66

Los Alamitos, CA

Citigroup Global Markets

Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

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

Series 66

Jacksonville, FL

Citigroup Global Markets

Laura Mcgowan is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following 12 years at Merrill. 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 through both discretionary and non-discretionary programs and maintains distinctive market roles including 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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Montaha K

Series 63, Series 66

Staten Island, NY

Citigroup Global Markets

Montaha Khatib is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides unique market roles such as swap dealing and futures commission merchant services.

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

Series 66

Greenwich, CT

Citigroup Global Markets

Joseph Fiorica is a Series 66-licensed financial advisor at Citigroup Global Markets with nine years of industry experience. He previously worked at the Federal Reserve Bank of New York for three years before joining Citigroup in 2017. 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 institutional-scale capabilities including in-house research, derivatives services, and bespoke solutions for large relationships.

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

Series 66

New York, NY

Citigroup Global Markets

Anthony Schaustal 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 Bank of America and Merrill Lynch. Citigroup Global Markets serves a broad client base including individual and institutional investors, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as swap dealer and futures commission merchant.

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

Series 66, Series 63

San Antonio, TX

Citigroup Global Markets

Theodoro Guzman Jr. is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and four years of industry experience. He has been with Citibank, N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs with a multi-asset, multi-manager approach supported by in-house research and extensive market roles.

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

Series 63, Series 65, Series 66

Miami, FL

Citigroup Global Markets

Sergio Teijelo is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Citigroup since 2010. Prior to that, he worked at Dominick & Dickerman LLC from 2007 to 2009. Outside of his advisory role, he serves as registered agent for Villarbujan Holdings LLC. 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 maintains in-house research and market functions, combining large institutional scale with unique market roles.

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

Series 66

New York, NY

Citigroup Global Markets

Courtney Conway is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Prior to joining Citigroup, Courtney held positions at several organizations, including Gate Hospitality and CSX, and has an academic background involving the University of Florida. 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, supported by in-house research and specialized market roles.

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

Series 66

Jacksonville, FL

Citigroup Global Markets

Jeffrey Rait is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds a Series 66 designation and previously worked at Deutsche Bank Securities and Merrill. 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 a combination of large institutional scale and specialized market roles, including research, security pricing, and derivatives services.

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

Series 66

Jacksonville, FL

Citigroup Global Markets

Tasha Mcnealy is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing five years of industry experience. Her prior work includes roles at Merrill, Florida State Community College Jacksonville, and GE Capital Finance. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments with multi-asset, multi-manager investment strategies implemented through discretionary and non-discretionary programs. The firm offers broad advisory programs, execution and custody services, and maintains unique market roles such as swap dealer and futures commission merchant.

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

Series 65, Series 63

Palm Desert, CA

Citigroup Global Markets

Jovanny Alvarez is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Westpac Wealth Partners. 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, with a broad range of advisory, execution, and custody services.

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

Series 63, Series 65

New York, NY

Citigroup Global Markets

Antonina Vicari is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

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

Series 66

Miami, FL

Citigroup Global Markets

Filipa Castelo Branco is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has been with Citi International Financial Services LLC since 2018. Prior to that, she worked at Premier Capital Advisors LLC and Insigneo Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide 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 specialized market roles, including in-house research and security pricing.

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

Series 63, Series 65

Uniondale, NY

Citigroup Global Markets

Daniela Vasquez Izquierdo is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and two years of industry experience. She 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 alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and maintains in-house research, security pricing, and unique market roles such as swap dealer and futures commission merchant.

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

Series 66

New York, NY

Citigroup Global Markets

Michelle Najul is a financial advisor with Citigroup Global Markets holding a Series 66 designation and nine years of industry experience. She has been with Citigroup Inc. since 2017 and previously worked at the University of Florida from 2014 to 2016. 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.

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

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Manuel De Llovio Blandino is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Citigroup since 2016. 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 maintains large institutional scale with unique 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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Gabriel E

Series 63, Series 66

Houston, TX

Citigroup Global Markets

Gabriel Estrada Alvarez is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive institutional roles such as swap dealer and futures commission merchant.

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

Series 66

New York, NY

Citigroup Global Markets

Alex Martinez is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at Citigroup Global Markets in New York, NY. He has been with Citi since 2011. Outside of his advisory role, Martinez occasionally serves as a substitute pacer for the Mile High Run Club during marathon training seasons. 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 and maintains substantial institutional capabilities, including proprietary research and unique market roles.

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

Series 63, Series 65

East Williston, NY

Citigroup Global Markets

Paul Mora is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is a partner in Daisy Realty Group LLC, a real estate investment entity. 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 a combination of discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

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