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Mark L

Series 65, Series 66

Denver, CO

Citigroup Global Markets

Mark Lohmann is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup, Merrill, and JPMorgan in various capacities. Outside of his advisory role, Lohmann serves as a board member for SeriesFest, a nonprofit organization supporting episodic storytellers. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory, execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains unique market roles including in-house research and swap dealer activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Timothy G

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Timothy Green is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes over two decades at Wells Fargo Bank and Wells Fargo Securities, as well as roles at Kurtz Fargo, LLP and Choreo Partner Alliance, LLC. 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 combined with broker-dealer execution and custody services. The firm operates at a large institutional scale with unique market roles including swap dealer and futures commission merchant functions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Shawn H

Series 63, Series 66

Denver, CO

Citigroup Global Markets

Shawn Hoke is a financial advisor with Citigroup Global Markets in Denver, Colorado. He holds Series 63 and Series 66 designations and has 17 years of industry experience. Prior to joining Citigroup in 2020, he worked at Raymond James Financial Services for over a decade. Outside of his advisory role, he serves as a board member and treasurer for the Stanton Farms Townhomes Home Owners' Association in Littleton, Colorado. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Mark M

Series 66

Denver, CO

Citigroup Global Markets

Mark Morrison is a financial advisor with Citigroup Global Markets, holding a Series 66 license and seven years of industry experience. He previously worked at TIAA and the University of North Carolina at Chapel Hill. Outside of his advisory role, Morrison creates and sells his own photographs as NFTs, receiving cryptocurrency payments. 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 and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Christopher B

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Christopher Barfoot is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He has held positions at Cantor Fitzgerald & Co and JPMorgan Securities LLC prior to joining Citigroup. Barfoot holds Series 63 and Series 65 licenses. 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, including swap dealing and futures commission merchant activities.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Samuel R

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Samuel Remy is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMORGAN Chase Bank since 2010, including 14 years at J.P. Morgan Securities Inc. based in Denver, CO. 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 maintains in-house research and security-pricing capabilities, supporting both discretionary and non-discretionary investment solutions.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Jefferson P

Series 63, Series 66

Denver, CO

Citigroup Global Markets

Jefferson Puckette is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BlackRock Investments LLC and Class VI Family Office, LLC. Outside of his advisory role, he co-owns JH Hut Holdings LLC, a company providing bookkeeping and operational services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains distinctive market roles such as acting as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Cooper W

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Cooper Wygant is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials. He has recently entered the industry and has prior experience at Charles Schwab & Co., Inc. and various non-financial roles. Citigroup Global Markets serves individual and institutional clients across diverse 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, including functioning as a swap dealer and futures commission merchant.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Helan K

Series 63, Series 65

Denver, CO

Citigroup Global Markets

Helan Kim is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 2007. 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 discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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