Manuel Fernandez Ymaz is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and six years of industry experience. He has been with Citigroup since 2017. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and acting as a swap dealer and futures commission merchant.

Boris Espinoza is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2014. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Andreas Cafatti is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. His prior work includes positions at Morgan Stanley, Harbor Ithaka LLC, Deloitte, and BlackStreet Management. 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 and maintains institutional-scale operations with unique market roles such as swap dealing and futures commission merchant activities.

Michael Courtney is a financial advisor with Citigroup Global Markets, 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 various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains significant in-house research and market functions alongside large institutional-scale capabilities.

Ronnie Galindo is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citigroup and Citibank N.A. since 2018. Outside of finance, he serves as a bookkeeper for Lilylu Aesthetics LLC, a medical spa in New York. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad set of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains large-scale institutional capabilities, including in-house research and unique market roles.

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Santiago Botello is a financial advisor with Citigroup Global Markets holding a Series 66 designation. He has been with Citigroup since 2024 and has not yet accrued industry experience prior to joining the firm. His background includes four years at the University of Florida and seven years of combined experience in educational roles before entering the financial sector. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is noted for its large institutional scale and unique market roles, including acting as a security-based swap dealer and futures commission merchant.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property 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 combines large institutional scale with unique market roles, including in-house research and derivatives trading.

Helen Wong is a financial advisor at Citigroup Global Markets with 37 years of industry experience. She holds Series 63 and Series 65 designations and has worked at 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 and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies with robust oversight and combines large institutional scale with unique market roles and arrangements.

Katherine Stith is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. 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 security pricing, and provides bespoke solutions for high-net-worth clients.

Mario Moreno is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2022. Prior to that, he held roles at SWBC Investment Company and SWBC Investment Services, LLC from 2019 to 2022, and worked at Enterprise Holdings LLC from 2014 to 2018. 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, supporting a broad client base from workplace to ultra-high-net-worth individuals.

John Fauci is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he is a 25% owner and member-manager of LPFS 1 Holdings LLC, a residential rental property business. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering 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, derivatives trading, and bespoke discretionary solutions for very large clients.

Sean Klag is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has prior work history including positions at Bank of America and Citibank, as well as teaching roles at Rutgers Business School and Brookdale Community College. Outside of finance, Sean has experience in the food service industry, including management roles at Enzos Pizzeria and The Mug Rack. 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 maintains unique market roles such as operating as a swap dealer and futures commission merchant, supporting large-scale and complex client relationships.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Daniel Zylberberg is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 and Series 63 designations and has been with Citigroup since 2014. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with an institutional scale and unique market roles, including research, derivatives, and futures services.

Roberto "Tucker" Lopez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Citigroup since 2017 and previously worked at SunTrust Investment Services, Inc. from 2013 to 2017. 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 combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Pablo Luna is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. 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 combines large institutional scale with unique market roles, including in-house research and derivatives services.

Erik Donohue is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2007, including roles at Citi Private Bank and Deutsche Bank Securities. 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 combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Raymond James is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Charles Schwab, Bank of America/Merrill Lynch, JPMorgan Chase, and the University of Houston. He also owns Anbu Risk Consulting, a Houston-based firm providing general administrative and operational support. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with specialized market roles, including derivatives and futures services.

Dillon Mc Nulty is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Fidelity Personal and Workplace Advisors. Prior to his finance career, he was employed at City Year. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, and combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.