Atlanta, GA North America Investor Sales, One Buckhead Plaza Office

Team
Updated today
Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Firm-wide stats for Citigroup Global Markets

Total advisors

2,424

Across 531 offices

Clients per advisor

24 Very Low

Avg AUM per client

$714,318 High

HNW client ratio

40% Very High

About

Citigroup Global Markets Inc. (CGMI) serves individual and institutional clients across Citi Private Bank, Citi Global Wealth at Work and Citi Personal Wealth Management, covering workplace, high‑net‑worth and ultra‑high‑net‑worth segments. The firm offers a broad set of investment advisory programs (discretionary UMAs, manager‑selection, model and advisory portfolios), broker‑dealer execution and custody services (clearing and custody via Pershing and Citibank), and is separately registered to provide derivatives and futures services, including as a security‑based swap dealer and a futures commission merchant.

CGMI generally implements multi‑asset, multi‑manager strategies through both discretionary and non‑discretionary programs, using internal standards (CitiFocus and Due Diligence Approved) and oversight committees (e.g., C‑RAM, FOG) to select and monitor managers. Programs may include separately managed accounts, mutual funds, ETFs, alternative funds and overlay execution, and some models permit exposure to digital‑asset products or other alternatives; the firm recently transitioned certain Citibank‑managed strategies to BlackRock managers subject to client consent.

What is noteworthy relative to peers is the firm’s combination of large institutional scale and atypical market roles and arrangements: it maintains in‑house research and security‑pricing activities (including historical involvement in research ratings), operates as a swap dealer and futures commission merchant, and has commercial arrangements (e.g., Pershing clearing credits and BlackRock technology/licensing and contingent payments) that the brochure discloses as creating potential conflicts of interest. The firm also facilitates lending secured by advisory assets and offers bespoke discretionary solutions for very large relationships, which affects implementation, custodial arrangements and conflict‑management considerations compared with smaller advisory firms.

Based on Citigroup Global Markets

Expertise

Tax-loss harvesting ESG / Sustainable investing

Based on Citigroup Global Markets

Occupation focus

Executive Founder/Business Owner Attorney Consultant Technology Professional

Based on Citigroup Global Markets

Location

North America Investor Sales, One Buckhead Plaza, 3060 Peachtree Road NW, 7th Floor, Suite700

Atlanta GA 30305

Advisors at this office

16

Advisors at this office

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Ayten A

Series 63, Series 66, Series 65

Atlanta, GA

Citigroup Global Markets

Ayten Asik Elizondo is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She previously worked at BNY Mellon Securities Corporation and Bank of America, N.A. Outside of her advisory role, she serves as a director for several nonprofit organizations, including Children’s Healthcare of Atlanta and Ian’s Friends Foundation, which focuses on pediatric brain tumor research. Citigroup Global Markets serves individual and institutional clients across a range of 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.

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

Series 63, Series 65

Atlanta, GA

Citigroup Global Markets

Ryan Soule is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fidelity Brokerage Services LLC for seven years before joining Citigroup in 2022. 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 combines large institutional scale with unique market roles, including 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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Barrett C

Series 66

Atlanta, GA

Citigroup Global Markets

Barrett Cornelius is a financial advisor with Citigroup Global Markets who holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and specialized market roles, catering to both discretionary and non-discretionary client needs.

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

Series 63, Series 66

Atlanta, GA

Citigroup Global Markets

Jesse Park is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role at Citigroup since 2017, he worked at Goldman Sachs & Co. from 2016 to 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains in-house research and unique market roles uncommon among peers.

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

Series 66

Atlanta, GA

Citigroup Global Markets

Margaret Cox is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 19 years of industry experience. Her prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing Services, and J.P. Morgan Chase Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, implementing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

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

Series 66

Atlanta, GA

Citigroup Global Markets

Ashraf Felix is a Series 66-licensed financial advisor with Citigroup Global Markets in Atlanta, GA, bringing seven years of industry experience. He has held multiple roles within Citigroup since 2011 and briefly worked at Coastal Courier Inc and Alcentra. Outside of finance, he operates NyamGuhWay LLC, a Caribbean cuisine and private catering business, serving small events and festivals. 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 with extensive internal oversight and combines large institutional scale with unique market roles, including derivatives and futures services.

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

Series 66

Atlanta, GA

Citigroup Global Markets

Yenvy Hoang 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, Hoang worked at PNC from 2019 to 2022 and held a position with the University of Georgia from 2015 to 2019. Outside of securities work, Hoang operates a small event decorating service and sells consumer goods through an Amazon store. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles including research, derivatives services, and bespoke lending solutions.

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

Series 66, Series 65

Atlanta, GA

Citigroup Global Markets

Lawrence Quinn is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 65 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at J.P. Morgan Chase Bank, J.P. Morgan Securities, Banc One Securities Corporation, Chase Investment Services Corp., and Merrill. 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 through discretionary and non-discretionary programs, supported by extensive internal research and oversight.

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

Series 63, Series 66

Atlanta, GA

Citigroup Global Markets

Timothy Migliaccio is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Citigroup since 2019 and previously held positions at First Republic Securities Company, First Republic Bank, Unionbanc Investment Services, and Union Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles.

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

Series 66

Atlanta, GA

Citigroup Global Markets

Gregory Williams is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, Tapfin/EY, and Starbucks. 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 operating 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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Wyan Y

CFA®, Series 63, Series 66

Atlanta, GA

Citigroup Global Markets

Wyan Yarbrough is a CFA® charterholder and registered with Series 63 and Series 66 licenses. He is currently with Citigroup Global Markets, where he has worked since 2026. His prior experience includes roles at the Georgia Retirement System, Next Round Capital Partners, BlackRock, and Artisan Partners. He also spent time affiliated with the University of Chicago Booth School of Business. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm’s scale and market activities include in-house research, derivatives services, and bespoke solutions for large clients.

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

Series 66

Atlanta, GA

Citigroup Global Markets

Jordan Greene is a financial advisor at Citigroup Global Markets with four years of industry experience and holds a Series 66 designation. His prior experience includes roles at JPMorgan Chase, Merrill, and Bank of America. Outside of his advisory work, he is involved in entrepreneurial ventures, owning and managing retail and entertainment businesses. 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 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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Jacqueline S

Series 63, Series 65

Atlanta, GA

Citigroup Global Markets

Jacqueline Smith is a financial advisor with Citigroup Global Markets in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Citigroup Global Markets since 2007. 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 specialized market roles, including in-house research and derivatives services.

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

Christian Y

Series 66

Atlanta, GA

Citigroup Global Markets

Christian Young 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 JPMorgan Chase Securities, Charles Schwab & Co., Inc., and Edward Jones. Outside of his advisory role, he is the owner and partner of a catering company that serves weddings, corporate events, and social gatherings. Citigroup Global Markets serves individual and institutional clients across various 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 swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

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

Phillip D

Series 66

Atlanta, GA

Citigroup Global Markets

Phillip De Golian is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing eight years of industry experience. He has worked at Citigroup since 2020, following prior roles at Carillon Fund Distributors, Raymond James and Associates, and Whatley & Company. 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 specialized market roles, providing a broad suite of advisory, execution, and custody services.

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