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Igor B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Igor Balyasniy is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Citigroup Global Markets since 2016. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, providing services that include separately managed accounts, mutual funds, ETFs, alternatives, and exposure to digital assets.

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

Series 63, Series 66

New York, NY

Citigroup Global Markets

Clive Dixon is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2021, following five years at HSBC Bank USA, N.A. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique 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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