Cutler Bay, FL Office

Joao Bastos is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2019. Prior to that, he held roles at Space Coast Credit Union and LPL Financial. 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 such as acting as a swap dealer and futures commission merchant.

Ricardo Pena is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Citibank. Outside of his advisory role, he is president of PM Ventures LLC, a real estate management business in Miami, FL, where he manages tenants and property records. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.