James Giordano is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at JPMorgan Securities, Prudential Insurance Company of America, and New York Life Insurance Company. Outside of his advisory role, he occasionally works as an independent driver for Uber. 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 through both discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles.

Keaten Landis is a financial advisor with Citigroup Global Markets in O'Fallon, MO, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life), New York Life Insurance Co, Edward Jones, and US Trust. 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, swap dealing, and futures commission merchant services.

Bruna Paz Roca is a financial advisor at Citigroup Global Markets with the Series 66 designation and four years of industry experience. She has worked at Citigroup since 2022 and has prior experience in academic services and student activities at the University of Notre Dame. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale alongside distinctive market roles and arrangements.

Alexandra Vivescunningham is a financial advisor at Citigroup Global Markets with two years of industry experience. She holds the Series 66 designation and has worked previously at AmRock Financial and held roles related to education and community organizations. 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 implemented through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles.

Gregory Palumbo is a financial advisor with Citigroup Global Markets in New York, holding a Series 66 designation and seven years of industry experience. He has been with Citigroup since 2012. 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 with both discretionary and non-discretionary programs, and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Jonathan Ip is a financial advisor at Citigroup Global Markets with over three years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2013. 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 through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Margaret Malone is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Citigroup since 2015. Malone serves on multiple advisory boards and committees for various investment funds, including roles with Ares US Real Estate Opportunistic Fund IV L.P. and Wellington Climate Innovation Fund I, L.P. 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 leverages its institutional scale and market roles to provide comprehensive investment solutions.

Zachary Zaia is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. He has worked at Citi since 2023, following prior roles at Webster Bank, Sterling National Bank, and Northwestern Mutual. 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 such as operating as a swap dealer and futures commission merchant.

Carolina Ng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Citigroup since 2016. Outside of her advisory role, she serves as Treasurer of First Isle Investment Corp, an entity involved in managing an Airbnb property in Florida. 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 through discretionary and non-discretionary programs and maintains large institutional capabilities alongside unique market roles such as derivatives and futures services.

Angelina Siller is a financial advisor at Citigroup Global Markets with 14 years of industry experience, holding Series 63 and Series 65 licenses. She worked at UBS Financial Services Inc. from 2011 to 2018 before joining Citigroup in 2018. Outside of her advisory role, she serves as the executor for an estate, managing fiduciary and probate responsibilities. 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 discretionary and non-discretionary programs, supported by in-house research and oversight committees.

Hai Hyun is a financial advisor at Citigroup Global Markets with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Citibank N.A. in 2025, Hai worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. from 2020 to 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.

Paul Scarpelli is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at HSBC Bank USA N.A. and HSBC Securities (USA) Inc. He has been with Citigroup since 2022. 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 and arrangements.

Madison Van Erp is a Series 66 licensed financial advisor with four years of industry experience, currently employed at Citigroup Global Markets in Chicago. Prior to joining Citigroup in 2022, Madison held positions at Stephen R Miller CPA and Robert W. Baird. 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 with a distinctive combination of large institutional scale and specialized market roles.

Lorena Heredia Caseres is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63, Series 65, 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 broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, combining large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Lin Lin is a Series 66 licensed financial advisor with 10 years of industry experience. Lin has worked at Citigroup Global Markets since 2025 and previously held roles at HSBC Bank USA and HSBC Securities, as well as Bank of America and Merrill. 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 functioning as a security-based swap dealer and futures commission merchant.

Kenneth Clough is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Merrill, and Bank of America. 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 operates with a combination of institutional scale and unique market roles, including in-house research and derivatives services.

Kathleen Golden is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities before joining Citigroup in 2025. 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 distinctive market roles, including security-pricing and derivatives services, supported by large institutional scale.

David Darshan is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds Series 63 and Series 66 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles and arrangements.

Michael Genduso is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 33 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 multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm integrates institutional-scale resources with specialized market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Ryan Raphael is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 10 years of industry experience. He has been with Citigroup since 2016. 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 combines large institutional scale with unique market roles, including derivatives and futures services.