Ilya Gindin is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 65 licenses. Outside of his advisory role, he is an owner of several family investment properties, with most management duties performed by his spouse. 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 implements multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Steven Wong is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Citigroup Global Markets since 2007, with a brief tenure at UBS Financial Services from 2018 to 2019. 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 both discretionary and non-discretionary programs, and operates with a scale and range of roles that include in-house research, swap dealing, and futures commission merchant activities.

Scott Chelist is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, TD Ameritrade, and other firms. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments. The firm offers a broad range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Sahil Varma is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and Simone & Associates. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market functions such as swap dealing and futures commission merchant activities.

Carolyn Uriarte is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Citi Private Bank since 2018, following eight years at HSBC Securities Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and security pricing.

Timothy Anthony is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include six years at The Brookings Institution and a period of self-employment before joining Citi in 2020. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and leverages its large institutional scale and market roles to offer complex solutions, including discretionary accounts and alternative investments.

Jerry Mackey Sr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 32 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 range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique roles in the market, including functions as a swap dealer and futures commission merchant.

Heather Roark is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked with Citigroup Global Markets since 2022 and was previously with Merrill for 15 years. Citigroup Global Markets Inc. 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, combining large institutional scale with unique market roles and commercial arrangements.

Richard Soroka is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and has 29 years of industry experience. He has been with Citigroup Global Markets Inc. since 2012. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide 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, leveraging internal standards and committees to select and monitor managers.

Tony Nguy is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2014. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and operates with large institutional scale alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Alejandro Noa is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. Based in New York, NY, he 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 execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Josielle Leite is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has worked at various Citi entities since 2017, including CitiBank, N.A. and CITI International Financial Services LLC. Leite also spent one year at Larch Capital Partners LLC prior to her current role. 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 combines large institutional scale with unique market roles such as security-based swap dealing and futures commission merchant activities.

Logan Kostko is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His career includes roles at Citigroup and Citibank from 2018 to the present, following prior experience in the logistics sector with UPS, FedEx, DHL, and Nasha Pochta. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and involvement in market roles such as swap dealing and futures commission merchant services.

Aikaterini Martini is a financial advisor at Citigroup Global Markets with one year of industry experience. She has previously worked at Citibank Europe plc for four years and Eurobank Private Bank Luxembourg S.A. for five years. Martini holds a Series 66 license and earned an MSc in Accounting and Financial Management from Lancaster University. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supporting exposure to digital assets and alternative investments.

Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. 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 and derivatives services.

Fernando Rodriguez is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Citigroup since 2017, following a year at HSBC Bank USA. 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 employs multi-asset, multi-manager strategies and maintains extensive in-house research and market roles, combining institutional scale with unique market functions.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. 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 combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. 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 dealer operations, and bespoke discretionary solutions for large clients.

Rayan Sawh 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 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. 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 and maintains distinctive market roles, including acting as a swap dealer and futures commission merchant.

Duane Hall is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. His background also includes roles outside the financial industry, including work in logistics and retail. 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 utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and in-house research capabilities.