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Andrew C

Series 63, Series 65

Merrick, NY

Citigroup Global Markets

Andrew Cohen is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He has been with Citigroup Global Markets since 2007 and previously worked at Citicorp Investment Services from 2004 to 2007. He holds Series 63 and Series 65 designations. 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 emphasizes multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including security-pricing activities and derivatives services.

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

Series 63, Series 65

Merrick, NY

Citigroup Global Markets

Kevin Koch is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Citigroup Global Markets since 2007. Koch owns several rental properties used primarily for personal and family leisure. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, providing investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and 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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