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Lynn T

Series 66

New York, NY

Citigroup Global Markets

Lynn Tsang is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds the Series 66 designation and has been with Citi since 2013. Based in New York, NY, her career has been focused solely within Citi throughout this period. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm combines large institutional scale with specialized market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kristen M

Series 63, Series 65

Hinsdale, IL

Citigroup Global Markets

Kristen Mcnamara is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Citigroup in 2023, she worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC for 11 years. 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 and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Christopher C

Series 66

North Las Vegas, NV

Citigroup Global Markets

Christopher Cruz is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2021. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Liwen L

CFA®, Series 63

Queens Village, NY

Citigroup Global Markets

Liwen Li is a CFA® charterholder and registered representative with Citigroup Global Markets, where she has worked since 2017. She has four years of industry experience, including two years at Washington University in St. Louis prior to joining Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, derivative services, and bespoke discretionary solutions for high-net-worth clients.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Joseph K

Series 63, Series 65

Uniondale, NY

Citigroup Global Markets

Joseph Karcic is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He has held his current position at Citigroup Global Markets since 2012. He holds Series 63 and Series 65 credentials. 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 underpinned by internal standards and oversight committees, and it leverages its significant institutional scale and distinctive market roles in its service offerings.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kailey H

Series 66

O'Fallon, MO

Citigroup Global Markets

Kailey Henry is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services LLC and Associate Staffing. Her background includes roles outside of finance, such as working at Happy Joe's Pizza and Ice Cream. 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.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Juan A

Series 66

Miami, FL

Citigroup Global Markets

Juan Arana Gallo is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Citigroup Global Markets in Miami, FL. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and operates at a large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alisha S

Series 63, Series 65

Fort Lee, NJ

Citigroup Global Markets

Alisha Sheikh is a financial advisor at Citigroup Global Markets with 21 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 execution services. The firm uses multi-asset, multi-manager strategies and operates with a large institutional scale, including in-house research and security pricing, as well as roles as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Tyrone S

Series 66, Series 63

Chicago, IL

Citigroup Global Markets

Tyrone Stephens is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Cresset Asset Management, LLC, and J.P. Morgan Chase Bank and 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, providing a broad range of advisory and execution services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Sulaiman K

Series 66

Dallas, TX

Citigroup Global Markets

Sulaiman Khan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds the Series 66 designation and has previously worked at The Vant Group and Oblique Consult. Citigroup Global Markets serves individual and institutional clients across multiple segments, offering a wide range of advisory programs and brokerage services. The firm employs multi-asset, multi-manager investment strategies with both discretionary and non-discretionary options, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Walter C

Series 63, Series 65

San Francisco, CA

Citigroup Global Markets

Walter Cranford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets Inc. and Citibank, N.A. since 2010. 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 through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kristen M

Series 63, Series 65

New York, NY

Citigroup Global Markets

Kristen Mountford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2017, following prior roles at JP Morgan Securities LLC and JPMorgan Chase Bank NA. She serves as a platform board member for BNY Pershing, participating in client feedback sessions to guide platform development. 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 with robust internal oversight and combines large institutional scale with distinctive market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Kerry C

CFP®, Series 63, Series 66

New York, NY

Citigroup Global Markets

Kerry Cochran is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. Based in New York, NY, Cochran holds Series 63 and Series 66 licenses and has focused his career at a leading global financial firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Juan C

Series 66

Los Angeles, CA

Citigroup Global Markets

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Gary L

Series 63, Series 65

San Francisco, CA

Citigroup Global Markets

Gary Lenhart is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he operates Gary Lenhart Photography, where he takes and sells photographs, and is a member of My Pet Food Tray LLC, a retail business selling pet food trays online. 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, security pricing, and derivatives services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Alexander A

Series 66

New York, NY

Citigroup Global Markets

Alexander Arakelian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and two years of industry experience. His prior roles include positions at TD Bank, Eagle Rock Wealth Management, and Private Advisor Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including research, swap dealing, and futures commission activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Angela L

Series 63, Series 66

Palo Alto, CA

Citigroup Global Markets

Angela Lau is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has been with CitiGroup since 2014 and holds Series 63 and Series 66 licenses. 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 through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and specialized trading activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Yuta N

Series 65, Series 63

New York, NY

Citigroup Global Markets

Yuta Nishide is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of finance, he was involved in the hospitality industry, including roles at The Sake Club, Inc. and Element Dining Inc./Niwa Japanese BBQ. 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 and maintains large-scale institutional capabilities, including in-house research and unique market roles such as swap dealing and futures commission merchant services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Marlene E

Series 63, Series 66

Hollywood, FL

Citigroup Global Markets

Marlene Eisen is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with rigorous internal oversight and combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Philip S

Series 63, Series 65

Stamford, CT

Citigroup Global Markets

Philip Saravis is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup since 2017. 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 through discretionary and non-discretionary programs and combines large institutional scale with unique market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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