Michael Meyer is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked with Citi Private Bank since 2018 and previously held roles at Aramark and the University of North Carolina. 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, delivering a broad range of advisory and execution services.

Alvaro Fernandez Jimenez is a CFA® charterholder and Series 63 licensee with four years of industry experience. He is currently with Citigroup Global Markets, having previously worked at Citibank Switzerland AG, Nordea Asset Management, and State Street Luxembourg SA. 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 services, and bespoke lending and advisory solutions.

Yukiko Watabe Ushijima is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she serves as president of KYD Property Management LLC, where she manages tenant communications. 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 with a blend of discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Jessica Canizares is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup Global Markets since 2014. 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 with internal oversight and provides bespoke discretionary solutions for very large relationships.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Brian Hoffman is a financial advisor with Citigroup Global Markets. He holds a Series 66 designation and has three years of industry experience, including time at Citibank NA. His prior work includes roles outside finance at First Baptist Church of Orange Park and 1-800-PackRat. 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 derivative services.

Ariel Faz is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 licenses and three years of industry experience. His prior work includes roles at CPWM and Citibank between 2016 and the present. 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, such as operating as a swap dealer and futures commission merchant, while delivering bespoke solutions for very large relationships.

Ying Zhang is a financial advisor at Citigroup Global Markets with four years of industry experience. Prior to joining Citigroup, Zhang held positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. 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 with both discretionary and non-discretionary programs and maintains unique market roles including functioning as a swap dealer and futures commission merchant.

Michael Moreno is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2022. Prior to that, he was with JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2014 to 2022. 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 combines large institutional scale with specialized market roles and arrangements.

Jeffrey Schwedhelm is a Series 66 licensed financial advisor with four years of industry experience. He is currently with Citigroup Global Markets, having previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. His background also includes a brief period in the wine and liquor industry. 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 maintains in-house research and market roles that distinguish it from peers.

Christina Dodson is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for nine years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivatives services.

Charles Ojeh is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Bank of America, Merrill, Charles Schwab Bank, Charles Schwab, and National Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary strategies. The firm combines large institutional scale with specialized market roles, including in-house research and security-pricing, and provides customized solutions for high-net-worth clients.

Tito Zamorano Calvo is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position with Citi since 2011 and holds Series 63 and Series 66 credentials. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm operates with large institutional scale and provides bespoke discretionary solutions for high-net-worth relationships.

Adolfo Molina is a financial advisor at Citigroup Global Markets with a Series 66 credential and four years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, New York Life Insurance Company, and Massachusetts Mutual Life Insurance Co. 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 internal standards and oversight committees to select and monitor investment managers.

Jiselle Viera is a financial advisor at Citigroup Global Markets with 13 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Citigroup since 2016. 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 implements multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for high-net-worth clients.

Joseph Kroll is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. He previously worked at Harris Investor Services, Inc. for 14 years and has been with Citigroup since 2022. 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, supported by in-house research and extensive oversight committees.

Jon Blum is a financial advisor at Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Citigroup since 2010, with a brief consulting role and involvement with La Loma Growth Ventures, LLC. Outside of his advisory work, he manages a non-investment-related revocable trust. 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, custody, and derivatives services.

Chih Hsuan Chien is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, providing multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, derivatives services, and bespoke solutions for high-net-worth clients.

Magdy Anise Jr. is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Citigroup Global Markets, he worked for Franklin Distributors, LLC and Franklin Templeton Distributors, Inc. 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 and operates with a combination of large institutional scale and specialized market roles.

Christopher Watson is a financial advisor with Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 66 credentials. He has 21 years of industry experience, including 19 years at Citigroup Global Markets. Outside of his advisory role, he is a member of 1721 WC, LLC, a real estate holding company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains in-house research and execution capabilities, supporting a range of investment products and solutions.