Bronxville, NY Cwm Retail, Sales Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

4

Of 2,414 advisors across 526 offices

Location

Cwm Retail, Sales, 95 Pondfield Road

Bronxville NY 10708

Advisors at this office

4

Advisors at this office

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Jeanmarie L

Series 63, Series 65

Bronxville, NY

Citigroup Global Markets

Jeanmarie Lebrini is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She has been with Citigroup since 2007 and holds Series 63 and Series 65 credentials. Citigroup Global Markets serves individual and institutional clients across wealth management segments, offering a range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and specialized market roles.

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

Series 63, Series 65

Bronxville, NY

Citigroup Global Markets

Inyong Hwang is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citibank NA for 13 years. Outside of his advisory role, he owns and manages a rental property in Cliffside Park, NJ. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs and combines 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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Christine W

Series 63, Series 66

Bronxville, NY

Citigroup Global Markets

Christine Wolferman is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Citi since 2012. 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 utilizes multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing both discretionary and non-discretionary investment solutions.

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

Edward C

Series 63, Series 65

Bronxville, NY

Citigroup Global Markets

Edward Cleary is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a wide range of investment advisory programs and broker-dealer execution and custody services, employing multi-asset, multi-manager strategies with both discretionary and non-discretionary options.

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