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Justin P

Series 66

New York, NY

Citigroup Global Markets

Justin Pollack is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services. Pollack holds the Series 66 designation. 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 and maintains institutional-scale operations 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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Carly L

Series 66

Greenwich, CT

Citigroup Global Markets

Carly Levine is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2006. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, 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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Nargis S

Series 63, Series 66

Bethpage, NY

Citigroup Global Markets

Nargis Sathi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth management segments, offering a broad 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 in-house research and security-pricing activities.

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

Series 66, Series 63, Series 65

Chicago, IL

Citigroup Global Markets

Joseph Quartey Jr. is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66, Series 63, and Series 65 licenses and has been with Citigroup since 2013. 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 unique market roles, including operating 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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Harold K

Series 63, Series 65

San Antonio, TX

Citigroup Global Markets

Harold Krause is a financial advisor with Citigroup Global Markets in San Antonio, TX, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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 and maintains institutional-scale operations that include 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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Andrew M

CFA®, Series 65, Series 63

Washington, DC

Citigroup Global Markets

Andrew Marshall is a CFA® charterholder with 16 years of industry experience, currently serving at Citigroup Global Markets since 2021. He previously worked for seven years at Chevy Chase Trust Company. Based in Washington, DC, he holds Series 65 and Series 63 licenses. Citigroup Global Markets Inc. 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 through discretionary and non-discretionary programs and operates with institutional scale, including in-house research 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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Dominic L

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. 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 rigorous internal standards and oversight, combining 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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Jeff D

Series 66

New York, NY

Citigroup Global Markets

Jeff Decicco is a financial advisor with Citigroup Global Markets holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Bank, One Capital Management, and Rensselaer Polytechnic Institute. 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 both discretionary and non-discretionary options, supported by extensive internal research and compliance oversight.

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

Series 66

Miami, FL

Citigroup Global Markets

Magaly Cruz is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services, JP Morgan Chase Bank, Bank of America, Merrill, and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing multi-asset investment advisory programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles and offers bespoke discretionary solutions for high-net-worth relationships.

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

Series 63, Series 65

Greenwich, CT

Citigroup Global Markets

Frank Arena is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2015. Citigroup Global Markets 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 specialized market roles and arrangements.

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

Series 66

Miami, FL

Citigroup Global Markets

Michelle Santamaria Palacios is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of experience at Citi-related firms. Her prior roles include positions at Citibank N.A., Barry University, Florida International University, and Miami Dade College. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and provides specialized solutions including discretionary mandates and exposure to alternative asset classes.

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

Series 66

New York, NY

Citigroup Global Markets

Robert Haskins Jr. is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior roles include positions at REX Shares LLC, the Chicago Bears, and academic institutions such as the University of Southern California and the University of Virginia. 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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Gustavo R

Series 66

Houston, TX

Citigroup Global Markets

Gustavo Rueda is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 credential and has worked at Citibank NA since 2018, following earlier roles at Axelon Corporation and Automatic Data Processing. Based in Houston, TX, he serves clients through Citigroup's broad range of wealth management services. 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 integrates in-house research and operates significant market functions, including swap dealing and futures commission services, supporting tailored solutions for large relationships.

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

Series 66

Beverly Hills, CA

Citigroup Global Markets

Mia Terzic is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her work history includes roles at Citi Bank and OneSignal, and she completed her education at 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 broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale alongside 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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Alberto S

Series 66

Irvine, CA

Citigroup Global Markets

Alberto Segura is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at PNC Bank, HSBC Bank, and Citi Bank. 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 utilizing internal standards and oversight committees to select and monitor managers.

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

Series 66

New York, NY

Citigroup Global Markets

Breanne Meaney is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2016. Located in New York, NY, her background is focused within this global financial institution. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth groups. The firm offers a wide range of investment advisory programs and brokerage services, applying multi-asset, multi-manager strategies with both discretionary and non-discretionary options, and incorporates unique 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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Masa S

Series 66

Beverly Hills, CA

Citigroup Global Markets

Masa Sekulic is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 21 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Deutsche Bank Securities Inc and Db National Trust Company from 2011 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custodial services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, 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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Miranda D

Series 66

New York, NY

Citigroup Global Markets

Miranda Douglass is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has held positions at Citigroup and Veronica Beard. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and 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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Tung D

Series 63, Series 66

Chicago, IL

Citigroup Global Markets

Tung Duong is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 designations and has been employed at Citibank, N.A. since 2006. 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 large institutional scale, providing discretionary and non-discretionary solutions along with specialized 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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Juan P

Series 66

Miami, FL

Citigroup Global Markets

Juan Pereira Arenas is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds a Series 66 credential and has been with CitiBank and CITI International Financial Services LLC since 2018. 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 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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