Jay Post Jr. is a CFP®-certified financial advisor with 27 years of industry experience, currently serving at Citigroup Global Markets. He has been with Citigroup in various capacities since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and swap dealer activities.

Caterina Gage is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of her advisory role, she is the authorized representative of Gagliardi Tile Installations LLC, a non-investment-related business that is currently inactive. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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 operates with large institutional scale and unique market roles.

Tracey Fabricius is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 66 designation and has been with Citigroup since 2007. 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 and combines large institutional scale with unique market roles and arrangements.

Michael Felix is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Merrill, Bank of America, and City National Securities. Outside of his advisory role, he owns rental properties in New Jersey. 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 operating as a swap dealer and futures commission merchant.