Lili Huang is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds the Series 66 designation and has worked at firms including HSBC Securities USA Inc., East West Bank, and Silicon Valley Bank. Huang is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including proprietary research and derivatives services.

Westin Richmond is a financial advisor at Citigroup Global Markets with a Series 66 credential and over eight years of experience in the financial industry. His prior roles include positions at First Citizens Bank and Trust Company, Abbot Downing, and Wells Fargo Bank. 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 broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing bespoke discretionary solutions and maintaining roles as a swap dealer and futures commission merchant.

Walter Cranford is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Citigroup Global Markets Inc. and Citibank, N.A. since 2010. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including swap dealer and futures commission merchant activities.

Patrick Hagar is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He previously worked at Bank of America from 2017 to 2021 and has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across a variety of wealth segments and offers a broad range of investment advisory programs, broker-dealer execution, and custody 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.

Veronika Larot Annal is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing Services, Wells Fargo Bank, and Wells Fargo Bank, N.A. - Abbot Downing. 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 security pricing, swap dealing, and futures commission merchant activities.

Anil Daryani is a CFA® charterholder with 16 years of industry experience. He is currently a financial advisor at Citigroup Global Markets, having previously worked at HSBC Securities (USA) Inc, HSBC Bank USA, N.A., and BNY Mellon Wealth Management. Outside of his advisory role, he serves as Chief Financial Officer for Auriga Corporation, an engineering consulting firm focused on transit and utility entities. Citigroup Global Markets serves individual and institutional clients across high-net-worth and workplace segments, offering multi-asset investment advisory programs combined with broker-dealer execution and custody services. The firm utilizes both discretionary and non-discretionary strategies with internal oversight to select and monitor investment managers.

Margaret Florcruz is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 14 years of industry experience. She has worked at Citigroup since 2022 and previously spent over a decade at Wells Fargo in various capacities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with execution and custody services. The firm employs multi-asset, multi-manager strategies supported by internal standards and oversight committees, combining large institutional scale with specialized market roles.

Chaitanya Reddy is a financial advisor with Citigroup Global Markets in San Francisco, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Merrill for 16 years before joining Citi Private Bank in 2026. Reddy serves on the board of directors for Habitat for Humanity GLA, a nonprofit organization. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with in-house research and operates in several unique market roles including as a swap dealer and futures commission merchant.

Tracy Chan is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at HSBC Bank USA and HSBC Securities (USA) INC. 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 maintains in-house research and pricing functions, operating with institutional scale and providing specialized solutions for high-net-worth clients.

Roxana Canales is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds the Series 66 designation and has been with Citibank NA since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary multi-asset, multi-manager strategies. The firm combines large institutional scale with unique market roles, providing in-house research, brokerage, custody services, and specialized solutions for high-net-worth clients.

Tony Wang is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Fisher Investments, Inc. for 17 years before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Eric Goodbar is a CFA® charterholder and holds the Series 66 designation, with two years of industry experience. He is currently with Citigroup Global Markets, having previously worked at BNY Mellon and its affiliated entities from 2005 to 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and acting as a swap dealer and futures commission merchant.

Helio Prado is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets combines large institutional scale with unique market roles, including in-house research and operation as a swap dealer and futures commission merchant.

Mark Immel is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 designations and 31 years of industry experience. He has worked at Citigroup Global Markets and Citi Private Bank since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies and maintains institutional-scale operations including in-house research and derivatives services.

Derek Prill is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017 and J.P. Morgan Securities since 2015, including a two-year tenure at JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, and operates as both a security-based swap dealer and futures commission merchant.

Michael Lee is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has worked at Citibank, NA since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm operates with a combination of large institutional scale and specialized market roles, including in-house research and derivatives services.

Akio Adams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and previously worked at Bank of America Private Bank from 2015 to 2022. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, and it provides both discretionary and non-discretionary investment solutions.

David Giuffrida is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and nine years of industry experience. His work history includes roles at Citigroup since 2019, Millennium Limited Partners in 2017 and 2018, and JP Morgan Securities from 2013 to 2017. 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 and combines large institutional scale with unique market roles and arrangements.

Mackenzie Duffner is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sanford C. Bernstein & Co., LLC, Freddie Mac, the US Treasury Department, and SLAC National Accelerator Laboratory. Citigroup Global Markets serves individual and institutional clients across various wealth segments and offers a range of investment advisory programs including discretionary and non-discretionary multi-asset strategies. The firm combines large institutional scale with specialized market roles, providing brokerage, custody, derivatives, and futures services.

Aaron Strand is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and six years of industry experience. He has worked at Citi Private Bank since 2020 and previously held roles at First Republic Investment Management and First Republic Securities from 2018 to 2020. 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, swap dealer activities, and bespoke solutions for very large relationships.

Bita Nekoomaram is a financial advisor at Citigroup Global Markets with 20 years of industry experience. She has been with Citigroup Global Markets since 2007 and holds a Series 66 designation. Additionally, she is the owner of HAFIZI LLC, an entity created to hold rental property for which she devotes limited time outside of securities trading hours. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Mathew Salter is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets. His prior roles include positions at Franklin Templeton Financial Services, Legg Mason Investor Services, and Cisco Systems. He also serves as a councilmember for the Town of Ross, California. 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, along with execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Omeed Mahoobi is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2015. 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 employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and market roles unique to large institutional firms.

Kristen Power is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and eight years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and UBS Financial Services Inc. She is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Dominique Abou Zeid 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 2018. Prior to that, he was employed at JPMorgan Chase Bank NA and JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies and maintains unique market roles such as acting as a swap dealer and futures commission merchant.

Alessio Fabri is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2018, following a three-year tenure at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer services, and derivatives trading. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Laszlo Rekasi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2009. Outside of his advisory role, he operates LGR Photography, providing occasional photography services such as weddings and family events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing a broad range of discretionary and non-discretionary investment solutions.

Camryn Demko is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2022, Camryn worked at Outdoor Voices and taught at Saint Mary's College of California and Patrick Henry High School. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains unique market roles, including in-house research and swap dealer services.

Vishal Wadhwa is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at First Citizens Bank, SVB Wealth LLC, Boston Private Wealth LLC, Wells Fargo, Bank of America, and Merrill. 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, providing a range of advisory and execution services, including involvement in derivatives and futures markets.

Jeffrey Keating is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at firms including JPMorgan Chase and BlackRock. Outside of his advisory role, Keating is involved in managing multiple real estate entities related to rental properties primarily in St. Joseph, Missouri. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, integrating internal standards and oversight committees for manager selection and monitoring.

Dominic Lee is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank from 2016 to 2018. He has been with Citigroup since 2018, based in San Francisco. 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 with rigorous internal standards and oversight, combining large institutional scale with unique market roles and arrangements.

Katherine Muller is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 credential and has previously been involved with organizations including the California Alumni Association, Everlastly, Inc., and University Tees. 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 combines large institutional scale with specialized market roles such as acting as a swap dealer and futures commission merchant.

Julio Barrientos is a financial advisor with Citigroup Global Markets in San Francisco, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Citigroup Global Markets since 2014. Outside of his advisory role, he works as a merchandising associate at Total Wine and More in Pleasant Hill, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Victor Cruz is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has been with Citibank, N.A. and Citigroup Global Markets Inc. for the past 10 years. He is based in San Francisco, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a large institutional scale, including roles as a swap dealer and futures commission merchant, providing a range of customized solutions for high-net-worth clients.

Cassie Khuu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Citi Private Bank since 2010 and at Citigroup Global Markets since 2007, both based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional capabilities with complex market roles and arrangements.

Robert Anderson is a financial advisor with Citigroup Global Markets in San Francisco, holding Series 63 and Series 66 qualifications and 21 years of industry experience. He has worked at Citi Private Bank and Citigroup Global Markets since 2010. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by in-house research and oversight committees, and manages both traditional and alternative investment products.

Ellison Durana is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of the West, U.S. Bank National Association, and Citibank, NA. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and uses internal standards and oversight committees to select and monitor investment managers.

Ting Yang is a financial advisor at Citigroup Global Markets with four years of industry experience and holds the Series 66 designation. Prior to joining Citigroup, Yang worked at Pan Pacific Commercial Link Co. from 2016 to 2017. 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 execution services, catering to a diverse client base ranging from workplace investors to ultra-high-net-worth individuals.

Peter Hooker is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2022. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, he has a partial ownership interest in a vacation ranch in Livermore, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from peers.

Jeffrey Tong is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2017. Prior to that, he spent a year at PricewaterhouseCoopers and was associated with the University of San Francisco for six years. 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 operates with large institutional scale, providing bespoke discretionary solutions and maintaining in-house research and security-pricing functions.

Natalya Alexei is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds the Series 66 designation and has worked at firms including SVB Wealth LLC, First Citizens Investor Services, and Wells Fargo. 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 large institutional scale with specialized market roles such as swap dealer and futures commission merchant.

James Murphy is a financial advisor at Citigroup Global Markets in San Francisco, holding a Series 66 license with eight years of industry experience. He has been with Citi since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm utilizes multi-asset, multi-manager strategies and maintains significant institutional scale with in-house research, derivatives capabilities, and bespoke discretionary solutions for large clients.

Alia Abushkheidem is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James and Anthropologie/URBN, alongside multiple periods of unemployment. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and implements solutions for both discretionary and non-discretionary accounts.

Kathryn Lennon is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and UBS Financial Services. 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 maintains specialized market roles including research, security pricing, and derivatives trading.