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Scott C

Series 63

San Francisco, CA

Citigroup Global Markets

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. 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 through discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

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

Series 63, Series 66

San Francisco, CA

Citigroup Global Markets

Derrick Chao is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including JP Morgan Chase, J.P. Morgan Securities, First Republic Bank, and Citibank. Derrick is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

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

Series 66, Series 63

San Francisco, CA

Citigroup Global Markets

Jacob Block is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 registrations and 19 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc., Redbrick LMD, and Foreside Fund Services. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a 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 such as 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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Benton L

CFA®, Series 66

San Francisco, CA

Citigroup Global Markets

Benton Lowerison is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the CFA® designation and Series 66 license. Prior to joining Citigroup, he worked at Dimensional Fund Advisors and spent two years at Yale School of Management. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary platforms and supports a broad client base including high-net-worth and ultra-high-net-worth individuals.

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

Series 63, Series 66

San Francisc, CA

Citigroup Global Markets

Jessa Shirman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities and JPMorgan Chase bank NA. Outside of her advisory role, she is active as a driver for ride-sharing services Lyft and Uber in San Francisco. 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 maintains 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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Clark J

Series 66

San Franscisco, CA

Citigroup Global Markets

Clark Jennison is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with CITI Private Bank since 1996. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs 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 derivatives services.

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

Series 66

San Francisc, CA

Citigroup Global Markets

Nanlan Ou is a Series 66-licensed financial advisor with Citigroup Global Markets, based in San Francisco, CA. She has 18 years of industry experience and has been with Citigroup since 2012. 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 through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

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