Jeffrey Halbert is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and operated his own firm, Halbert Financial Management. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.

Maximus Calovi is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Citigroup in 2025, he worked at Morgan Stanley and operated Khaos To Value Consulting LLC. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains a combination of large institutional scale and specialized market roles.

Maher Tayara is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Inc. since 2022, following six years at JP Morgan Chase Bank and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Manuel Gonzalez is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill, Bank of America, and Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, custody services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Shannon Canady is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. She has been with Citigroup-related entities since 2005, including Citibank NA and Citi International Financial Services LLC. 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, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Ellison Durana 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 Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

Anthony Giannopapas is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2009. 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 both discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Dana Matuozzi is a CFA® charterholder with eight years of experience in the financial industry, currently serving as an advisor at Citigroup Global Markets. Prior to joining Citigroup in 2025, Dana worked at BlackRock Investments, LLC from 2017 to 2025. 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 combines large institutional scale with specialized market roles, including operating as a swap dealer and futures commission merchant.

Melissa Fernanda Mantilla Gomez is a Series 66-licensed financial advisor at Citigroup Global Markets with 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 broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and specialized market roles.

Rodrigo Noschese is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 66 and Series 65 credentials. His prior roles include positions at Banco do Brasil Securities LLC, Banco Santander International, Credit Agricole Securities (USA) Inc., and XP Securities LLC. 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 combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Charles Mccahill is a financial advisor with Citigroup Global Markets in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, and he is a partial owner of Short and Sweet Nutrition LLC, a company that provides custom nutrition advice. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions.

Mayrin Fontainemoya is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Banco do Brasil Securities LLC, Morgan Stanley Private Bank, and UBS Financial Services. Outside of his advisory role, he manages a vehicle transportation company and serves as a director of a networking organization. Citigroup Global Markets serves individual and institutional clients across 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 range of advisory, execution, and custody services.

Mario Somarriba is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds a Series 66 designation and has worked at Citigroup and HSBC in various capacities since 2007. Based in Miami, FL, his career includes roles at both Citigroup Global Markets and HSBC Securities USA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering 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 specialized market roles such as swap dealing and futures commission merchant activities.

Juan Katz is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2005. Based in Miami, FL, he is part of a large enterprise firm serving a wide range of clients. 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 and provides a broad suite of advisory, execution, and custody services.

Justin Grutzius is a CFP®-certified financial advisor with 16 years of industry experience, currently with Citigroup Global Markets in Chicago, IL. His prior roles include positions at JPMorgan Securities and JPMorgan Securities LLC. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services with a focus on multi-asset, multi-manager strategies and large-scale institutional capabilities.

Natalia Alvarez Iragorri is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 designation and has worked at Citibank NA since 2018, as well as at CITI International Financial Services LLC since 2016. Outside of her advisory role, she is the owner of a small real estate business managing rental properties. 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 operates with extensive in-house research and market roles, supporting large-scale and bespoke investment solutions.

Rachel Gustin is a financial advisor at Citigroup Global Markets with a Series 66 designation. She has been with Citigroup since 2023 and has prior work experience in the restaurant industry and at Columbia University. 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 through both discretionary and non-discretionary programs and maintains significant institutional capabilities including in-house research and specialized market activities.

Amir Farzin is a financial advisor with Citigroup Global Markets in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of advisory work, he is a silent investor in a staffing agency, LDRG 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 is notable for its large institutional scale combined with specialized market roles and proprietary research capabilities.

Giuseppe Zagarella is a Series 66-credentialed financial advisor at Citigroup Global Markets with three years of industry experience. His prior roles include positions at Sulzberger Capital Advisors, the University of Miami, and SFA Companies. Citigroup Global Markets serves individual and institutional clients across various wealth segments, utilizing multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, offering a broad range of advisory and execution services.

Eliana Pereira is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Merrill and J.P. Morgan Securities. 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 and provides a wide range of advisory and execution services.