Daniel Simidian is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup since 2011. Based in Boston, MA, he has worked exclusively for Citigroup during the past 15 years. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Kathleen Kuhn is a financial advisor at Citigroup Global Markets with 30 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 multiple 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, leveraging internal standards and oversight committees to select and monitor managers.

Jonathan Kinsky is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Investments for eight years before joining Citigroup in 2023. 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 specialized market roles.

Scott Ford is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 66 and Series 65 licenses and has worked at BNY Mellon Securities Corporation, Bank of America, Merrill, and Citigroup. Ford is based in Boston, MA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset and multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and execution services, catering to a broad range of client needs.

Sandra Healey is a financial advisor at Citigroup Global Markets with 17 years of industry experience and holds a Series 66 designation. Her career includes roles at Morgan Stanley, Credit Suisse Securities, Wells Fargo Clearing, and several SVB-affiliated firms before joining Citi Private Bank in 2025. Citigroup Global Markets serves a wide range of individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, offering diverse investment advisory programs and execution services. The firm combines large institutional scale with distinctive market roles such as derivatives dealing and futures commission merchant activities.

Sophie Wilder is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup in 2025, she worked at BNY Wealth for three years and has experience outside finance, including a role at Harney & Sons Fine Teas. 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 combines large institutional scale with specialized market roles, including swap dealing and futures commission merchant activities.

Gledia Nasrah is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JPMorgan Securities LLC, JPMorgan Chase Bank NA, Citizens Securities Inc., and Clarfeld Financial Advisors LLC. Outside of her advisory role, she is a minor silent partner in a family-owned fitness studio. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.