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Maria C

Series 63, Series 65

Miami, FL

Citigroup Global Markets

Maria Cure is a financial advisor with Citigroup Global Markets in Miami, FL, holding Series 63 and Series 65 credentials and having 20 years of industry experience. She has been with Citigroup since 2016. 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 unique market roles, including in-house research and derivatives activities, which distinguish it from many peers.

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

Series 66

Miami, FL

Citigroup Global Markets

Eduardo De La Fuente Hernandez is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. Citigroup Global Markets Inc. 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 implements multi-asset, multi-manager strategies through various discretionary and non-discretionary programs, leveraging its large institutional scale and specialized market roles.

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

Series 63, Series 66

New York, NY

Citigroup Global Markets

Megan Haran is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab, TD Ameritrade, and Taffrial. 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, 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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Marcos B

Series 63, Series 66

Miami, FL

Citigroup Global Markets

Marcos Baruffi is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citibank N.A. since 2010. His credentials include 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 and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions, including access to alternative and digital-asset products.

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

Series 63, Series 65

Carlsbad, CA

Citigroup Global Markets

Edwin Van Es is a financial advisor with Citigroup Global Markets in Carlsbad, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies using robust internal standards and oversight, 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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Michael S

CFP®, Series 65, Series 66

Greenwich, CT

Citigroup Global Markets

Michael Savage is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging its institutional scale and specialized market roles.

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

Series 65, Series 63

Pleasantville, NY

Citigroup Global Markets

Edmund Unneland is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Citigroup in 2022, he was self-employed for one year and spent 26 years at Loews Corporation. Outside of his advisory role, he owns multiple rental properties that he manages alongside his professional responsibilities. 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 approaches and supports large-scale institutional operations alongside specialty market roles.

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

Series 66

New York, NY

Citigroup Global Markets

Brendon Roth is a financial advisor at Citigroup Global Markets in New York, NY, holding the Series 66 designation with five years of industry experience. His work history includes prior roles at Oppenheimer & Co. and Cammack Retirement Group, Inc. Outside of his advisory role, Roth engages in social media content creation focused on lifestyle, home, fashion, tech, and beauty products. 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 operates at a large institutional scale with unique market roles, including acting as a security-based swap dealer and futures commission merchant.

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

Series 66

Washington, DC

Citigroup Global Markets

Justin Roland is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has two years of industry experience. His prior roles include positions at Raymond James & Associates, OFFICINA, EAB, Kaldis, and Caribou Coffee. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functions 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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Eleanor M

Series 63, Series 66

Yorba Linda, CA

Citigroup Global Markets

Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

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

Series 66

New York, NY

Citigroup Global Markets

Jamie Schemmel is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked primarily with Citigroup since 2020, with prior experience including roles at the University of Florida and the Chartered Institute of Public Finance and Accountancy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale and unique market roles.

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

Series 63, Series 66

Bellmore, NY

Citigroup Global Markets

Jason Hoffman is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including a decade at JPMorgan Securities LLC and JPMorgan Chase Bank. He is also a notary. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as 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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Phillip D

Series 66

Atlanta, GA

Citigroup Global Markets

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. 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 suite of advisory, execution, and custody services.

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

Series 63, Series 65

Pacoima, CA

Citigroup Global Markets

Elarsen Flores is a financial advisor at Citigroup Global Markets with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citibank N.A. since 2008. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

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

Series 66

New York, NY

Citigroup Global Markets

Mariana Arbiza Costa is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds a Series 66 designation and has worked within various units of Citigroup since 2014, including Citi International Financial Services LLC and Citigroup Global Markets. She is based in New York, NY. 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 significant in-house research and market roles, supporting both discretionary and non-discretionary client solutions.

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

Series 66

New York, NY

Citigroup Global Markets

Faye Wang is a financial advisor with Citigroup Global Markets holding a Series 66 designation and four years of industry experience. She has worked at Citigroup since 2022 and previously held roles at Northwestern Mutual and Ruffalo Noel Levitz. Wang’s background also includes academic positions at the University of Texas at Austin. 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 operates with institutional scale and complex market roles, including derivatives and futures services.

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

Series 63, Series 65

Boca Raton, FL

Citigroup Global Markets

Kyle Wright is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., before joining Citi. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions for large relationships.

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

Series 63, Series 66

Moorpark, CA

Citigroup Global Markets

Robert Pondt is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He 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 segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique 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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Daniel A

Series 63, Series 66

Garden Grove, CA

Citigroup Global Markets

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. 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 with oversight committees and manages both discretionary and non-discretionary portfolios.

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

Series 66, Series 63

Miami, FL

Citigroup Global Markets

Jennifer Fernandez Torres is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Citigroup since 2022, following positions at Intuit and Wells Fargo Clearing. Based in Miami, FL, her background includes roles at both Wells Fargo Clearing and Wells Fargo Bank. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional-scale operations with unique regulatory roles and market arrangements.

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