Sarah Lee is a Series 66-registered financial advisor with Citigroup Global Markets, where she has worked since 2021. She has three years of industry experience and has previously held positions at Quest Trust Company and Solomon Agency Corp, as well as retail experience at Nordstrom. 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 broad range of advisory, execution, and custody services.

Liset Confortti Yanes is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and operated Loligo LLC, a consulting and personal investment business. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including in-house research and derivatives services.

Akash Bhanti is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role at Citigroup, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. for five years, as well as at Maxim Group LLC and the New York Institute of Technology. Bhanti also has experience with the John Ondrush Golf & Fitness Academy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and operates with a combination of large institutional scale and unique market roles.

Michael Giorgetti is a CFP®-certified financial advisor with 17 years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. His prior experience includes roles at Morgan Stanley, Morgan Stanley Private Bank, Raymond James, and John Hancock/Signator Investors. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies supported by in-house research and oversight committees and operates with large institutional scale alongside specialized market roles.

Heather Rich is a financial advisor at Citigroup Global Markets Inc. with 18 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2007. 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 large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Alberto Nasr 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 since 2021, following prior roles at Treasure Gold and Clover Freight Corp. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, leveraging in-house research and market roles that distinguish it from peers.

Cheick Konate is a financial advisor with Citigroup Global Markets in New York, NY, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Citi Private Bank, TD Bank N.A., and TD Private Client Wealth LLC. Outside of his advisory work, he also drives for Uber LLC. 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 significant institutional scale alongside unique market roles such as derivatives and futures services.

Maria Avendano Orozco is a financial advisor at Citigroup Global Markets with a Series 66 credential and one year of industry experience. Her background includes roles at Citigroup and experience in academic settings such as Temple University’s College of Engineering and Fox Business School. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified 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 supports complex institutional roles such as swap dealing and futures commission merchant activities.

Joseph Galloway is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing eight years of industry experience. His career includes roles at Wells Fargo Advisors, TD Ameritrade, and K Force prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across multiple 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 significant institutional scale with unique market roles and commercial arrangements.

Ekaterina Brovina is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs Ayco Personal Financial Management. 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 utilizes multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions.

Valeria Espinosa is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds the Series 66 designation. Her prior roles include positions at Citibank, Universidad Carlos III de Madrid, Arconic, Purdue University, and Colegio Karl C. Parrish. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles such as operating as a security-based swap dealer and futures commission merchant.

Andrew Greenhalgh is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following three years at JP Morgan Securities LLC and four years at JP Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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 in-house research and a range of market roles.

Wahaj Aslam is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022, and previously held roles at USI Advisors, NYLIFE Securities LLC, and New York Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, supported by in-house research and distinctive market roles.

Christian Young is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Securities, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, he is the owner and partner of a catering company that serves weddings, corporate events, and social gatherings. Citigroup Global Markets serves individual and institutional clients across various 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 swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Drew Elmorejr is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley, UBS, and TD Bank N.A. Drew's background includes positions across both wealth management and financial services sectors. 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 through discretionary and non-discretionary programs and provides specialized services including derivatives and futures trading.

Cindy Lopez is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She 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 range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and distinctive market roles.

Nader Maalouf is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Uber, J.P. Morgan Securities, and AXA Advisors. 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 alongside broker-dealer execution and custody services.

Lucas Sapienza is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including Fidelity Investments, Bank of America, Merrill, and Neuberger Berman. 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 with both discretionary and non-discretionary programs and maintains unique institutional capabilities such as in-house research and roles as a swap dealer and futures commission merchant.

Chiara Zacarias Carpinelli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior experience includes roles at Endeavor Miami and Trust Family Office. She has also held student employment and attended the University of Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments with 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, including in-house research and swap dealer functions.

Cornelia Carragher is a financial advisor with Citigroup Global Markets and holds a Series 66 designation. She has been with Citigroup since 2024 and has prior experience with Wesleyan University and Advection Growth Capital. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs as well as 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 activities.