Jake Bernarde is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Northwestern Mutual Investment Service LLC and Robert Mohr. Bernarde’s background also includes roles at Hillcrest Builders and Allar Unlimited. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad 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 serving as a swap dealer and futures commission merchant.

Sonia Garcia Romero is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Citigroup since 2016, following a 13-year tenure at J.P. Morgan Securities Inc. Outside of her advisory role, she is a passive investor in a child education center in Madrid and serves as treasurer for a condominium association in Miami. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale and specialized market roles, including derivatives and futures services.

Dominick Angione Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Citigroup Global Markets since 2007. 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, combining large institutional scale with unique market roles and arrangements.

Chad Thomas is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Chase & Co. and J.P. Morgan Securities, Inc. prior to joining Citi Private Advisory LLC and Citigroup Global Markets Inc. in 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering diverse investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

David Massa is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including 19 years at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across several wealth segments, offering a broad set 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 operates with a combination of large institutional scale and specialized market roles.

Carmen Herrera Coria is a financial advisor with Citigroup Global Markets, holding Series 63 and 66 designations and possessing 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is involved in network marketing with 4Life Research USA, LLC, and holds ownership in an airline based in Ecuador. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains institutional-scale operations with unique market roles including swap dealer and futures commission merchant activities.

Gyungnam Kang is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2017. Prior to joining Citigroup, he worked at Bonchon Franchise LLC for four years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies and operates with institutional scale, providing both discretionary and non-discretionary solutions.

Adrian Ferrero Asensio is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade, Enterprise Bank & Trust, Citizens Bank, and Amazon.com. Outside of his advisory role, he owns and operates Barbudo’s Pro Detailing LLC, a vehicle detailing business, and works as a food delivery driver for UberEats. 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, swap dealer and futures commission merchant operations, and collaboration with external managers and technology providers.

Roberta Defreitas is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses 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 and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Melissa Narine is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Citibank since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including derivatives and futures services.

Timothy Malon is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Citigroup in 2021, he worked at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company Americas from 2015 to 2021. 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-scale institutional capabilities with unique market roles, including in-house research and derivatives services.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

Brian De Lisi is a CFA® charterholder with 20 years of experience in the financial industry. He is currently with Citigroup Global Markets, where he has worked since 2022, following a seven-year tenure at J.P. Morgan Securities. 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 operates with a combination of large institutional scale and unique market roles.

Frances Jung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and three years of industry experience. She has been with Citigroup since 2018, following earlier roles at Michael's and Circle In the Square Theatre School. 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 combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Lev Aviv Shuber is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with CitiBank since 2012, accumulating a total of 14 years in the firm. 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 and combines large institutional scale with unique market roles, including research, security pricing, and derivatives services.

Berenice Dupiton is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2022 and has prior work experience including a role at All Star Security. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles.

Carlotta Porter is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and based in New York, NY. She joined the firm in 2025 after completing her studies at the University of Miami. Prior to that, she worked in various educational roles from 2014 to 2021. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a broad range of investment advisory programs alongside execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional-scale resources, including in-house research and specialized market roles.

Cynthia Wong is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. She has been with Citigroup Global Markets since 2006. 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 and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Ryan Keenan is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, JP Morgan Chase Bank, Stevee Mengyan, and Northwestern Mutual Investment Services. 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 in-house research and market roles, distinguishing it within the industry.

Lucette Calas is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked previously at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2015 to 2021 before joining Citigroup in 2021. 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 operating as a security-based swap dealer and futures commission merchant.