Carmen Cheung is a financial advisor at Citigroup Global Markets in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Citigroup since 2015. Outside of her advisory role, she works as a wedding emcee on an event basis. 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 unique market roles, including in-house research and derivatives services.

Pikyu Cheng is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup and J.P. Morgan in various capacities since 2017. Prior to his financial services career, he was affiliated with the Chinese American Service League, Inc. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its institutional scale, in-house research capabilities, and market roles including swap dealer and futures commission merchant activities.

Maxwell Tuozzolo is a financial advisor at Citigroup Global Markets with two years of industry experience. He previously worked at Morgan Stanley and Citibank and has a background that includes studies at the University of Colorado, Boulder. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting a broad and complex platform for wealth management.

Christopher Zerbst is a financial advisor with Citigroup Global Markets in Chicago, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including acting as a security-based swap dealer and futures commission merchant.

Eric Stone is a Series 66-credentialed financial advisor with nine years of industry experience. He has been with Citigroup Global Markets since 2017 and previously worked at JMB Insurance for two years. He is based in Chicago, IL. 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 combines large institutional scale with unique market roles and arrangements.

Annie Zhang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has been with Citigroup-affiliated firms since 2007, including CitiBank since 2020. Outside of her advisory role, she owns and manages a business called China Kitchen in Chicago. 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 uses multi-asset, multi-manager strategies with internal oversight and provides a range of investment options, including separately managed accounts, mutual funds, ETFs, and alternative investments.