Paul Dulock is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. 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 operates with large institutional scale, providing both discretionary and non-discretionary solutions.

Felix Loredo is a Series 66-licensed financial advisor with Citigroup Global Markets, where he has worked since 2015. He has 22 years of industry experience. Outside of his advisory role, he is involved in rental property management, overseeing minor maintenance and rent collection for several residential properties. 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 through both discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Mary Cunningham is a financial advisor at Citigroup Global Markets with one year of industry experience. She holds a Series 66 designation and has previously worked at Merrill and held various roles outside finance, including positions at Colegio Edith Stein and St. Mary Health Care Center. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Adriana Goncharov is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 licenses and has worked at JPMorgan Chase Bank and Jpmorgan Securities LLC prior to joining Citigroup. 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 provides both discretionary and non-discretionary portfolio management, combining large institutional scale with specialized market roles.

Giovanni Cardenas is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He has been with Citigroup Global Markets since 2009, based in Miami, FL. 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 discretionary and non-discretionary programs, supported by in-house research, security-pricing capabilities, and unique market roles such as swap dealer and futures commission merchant.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. 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 futures commission merchant activities.

Kyle Zeitlian is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has previously worked at the University of Pennsylvania and LourdMurray. His background also includes roles at Brentwood School and Iverbe Day and Sports Camp. 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 large institutional scale alongside unique market roles such as swap dealer and futures commission merchant.

Daniel De Masi is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 designations and has 19 years of industry experience. He has been with Citi Personal Wealth Management since 2014. 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 uses multi-asset, multi-manager strategies and maintains unique market roles including in-house research and serving as a swap dealer and futures commission merchant.

Joaquin Alvarez Menendez is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2006. Outside of his advisory role, he is a shareholder and manager of Magic Dolphin Properties LLC. 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 with oversight committees and manages both discretionary and non-discretionary portfolios, including exposure to alternative and digital-asset products.

Michael Gomez is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2011. 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, including in-house research and derivatives trading.

Desiree Moreno Pineyro is a financial advisor with Citigroup Global Markets who holds the Series 66 designation and has 18 years of industry experience. She has worked at CITI Private Bank since 2010 and previously at Merrill. Outside of her advisory role, she is the director and owner of DreamPrint, Inc. LLC, where she writes children’s picture books with coordinated products. 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 operates with large institutional scale, supporting bespoke discretionary solutions and complex custodial arrangements.

Amir Kryner is a CFP® with three years of industry experience currently working at Citigroup Global Markets. His prior experience includes roles at Bank of America, Merrill, and Psagot Investment House LTD. Based in Los Angeles, he has held positions across several major financial institutions. 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 with oversight committees and incorporates both discretionary and non-discretionary portfolios.

Giuliana Tenerelli is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has been with Citigroup since 2015. 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 large institutional scale with in-house research and specialized market roles.

Susan Smith is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and 23 years of industry experience. Her prior work includes roles at Fidelity Investments, Bank of America, Merrill, Victory Capital Management, and Advisors Asset Management. She serves as an adult leader, treasurer, and committee member for a local Boy Scouts of America troop. Citigroup Global Markets serves individual and institutional clients across multiple 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 using internal standards and oversight committees, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Matthew Rigoli is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. He has worked at Citigroup since 2018 and previously held roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Citigroup Global Markets serves individual and institutional clients across a range of 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, derivatives services, and bespoke discretionary solutions for very large relationships.

Francisco Segarra is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked with 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Anthony Brito is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Axa Equitable Life Insurance Company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with specialized market roles and commercial arrangements.

Sergio Fitzgerald Baez is a financial advisor with Citigroup Global Markets in Miami, FL, holding a Series 66 designation and three years of industry experience. He has worked at Citigroup since 2019, following two years at Wells Fargo and a prior role with LATAM Airlines Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and internal standards to select and monitor investment managers, combining large institutional scale with specialized market roles.

Ana Claudia Ribeiro is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 63 and Series 66 designations. Her work history includes multiple roles within Citigroup and prior experience at Banco do Brasil Securities LLC and Itau International Securities Inc. 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 and maintains unique market roles such as security-based swap dealing and futures commission merchant activities.

Justin Matarazzo is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 66 designation and has worked at Citigroup Global Markets since 2008, with a brief tenure at The Hershey Company and Milton Hershey School. Citigroup Global Markets serves individual and institutional clients across a range of 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 comprehensive advisory, execution, and custody services.