Katherine Boucher is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for 15 years before joining Citigroup in 2025. 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. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Marlon Martinez is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and four years of industry experience. He has worked at Citibank since 2017 and has prior experience in hospitality and golf course service roles. Outside of advising, Martinez is involved in delivery services and owns a photography business specializing in event coverage. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and derivative services.