Christine Fong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked previously at JPMorgan Securities, JPMorgan Chase Bank, Robert Half International, SDS Communications, TD Bank, and Baruch College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and trading activities, supporting both discretionary and non-discretionary client solutions.

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.

Manuel Gomez is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily at Citigroup and HSBC affiliates since 2006. 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 and maintains in-house research and unique market roles, supporting both discretionary and non-discretionary investment solutions.

Jason Nieves is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2020, following roles at HSBC Bank USA and HSBC Securities (USA) Inc. prior to that. 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 discretionary and non-discretionary programs, supported by in-house research and extensive oversight committees.