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New York, NY Citi Private Bank Office

Team
Updated today
Citigroup Global Markets logo

Citigroup Global Markets

Enterprise

Firm-wide stats for Citigroup Global Markets

Total advisors

2,412

Across 524 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

Citi Private Bank, 388 Greenwich Street, 29th & 30th Fl

New York NY 10013

Advisors at this office

378

Advisors at this office

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Michael B

Series 63, Series 65

New York, NY

Citigroup Global Markets

Michael Barrett is a financial advisor with Citigroup Global Markets in New York, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Citigroup since 2018 and previously worked at Yelp from 2016 to 2020. 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 and combines large institutional scale with specialized market roles and arrangements.

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

Yolanda S

Series 63, Series 66

New York, NY

Citigroup Global Markets

Yolanda Santiago Irizarry is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles and commercial arrangements.

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

Series 66

Ny, NY

Citigroup Global Markets

Abigail Morgan is a financial advisor at Citigroup Global Markets with a Series 66 designation and less than one year of industry experience. Her previous roles include positions at Boston College and Hathaway Brown School. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains a unique combination of large institutional scale with specialized market roles and arrangements.

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

Series 66

Ny, NY

Citigroup Global Markets

Sebastian Franks is a financial advisor at Citigroup Global Markets with a Series 66 designation and no prior industry experience. His work history includes roles at University Partners, Greystar Real Estate Partners, and Fairfield Integrated Systems. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities.

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

Series 66

New York, NY

Citigroup Global Markets

Archit Singi is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has previously worked at PwC and J.P. Morgan. 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 utilizes multi-asset, multi-manager strategies and maintains significant in-house research and market roles.

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

Series 63, Series 66

New York, NY

Citigroup Global Markets

Emanuel Cabrera is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2017 and previously worked at Walgreens. 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 maintains institutional-scale research and market roles, distinguishing it from many peers.

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

Series 63, Series 66

New York, NY

Citigroup Global Markets

Kevin Hurd is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Citigroup in 2022, he worked for six years at Cross Shore Capital Management, LLC. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market roles that distinguish it from many peers.

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

Series 63, Series 66

New York, NY

Citigroup Global Markets

Craig Marone is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials and one year of industry experience. He has been with Citibank since 2015. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies and bespoke discretionary solutions.

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

Series 66

New York, NY

Citigroup Global Markets

Andre Libnic is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and previously worked at Babson College and Gulliver Preparatory. 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 integrates internal oversight committees and multiple investment vehicles, including separately managed accounts and alternative funds, to support its diverse client base.

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

Robert W

Series 63, Series 65

New York, NY

Citigroup Global Markets

Robert Weiss is a financial advisor at Citigroup Global Markets with 25 years of industry experience. He has held his current role at Citigroup Global Markets since 2007 and holds Series 63 and Series 65 licenses. 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 operates with significant institutional scale and specialized market roles.

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

Sean K

Series 66

New York, NY

Citigroup Global Markets

Sean Kuchta is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. His prior work history includes positions at Morgan Stanley, Capco, First Derivatives, and Merrill Lynch. 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, derivatives services, and bespoke solutions for high-net-worth clients.

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

Joseph K

Series 66

New York, NY

Citigroup Global Markets

Joseph Kaufman is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2022. Prior to his advisory role, he had positions at Metro by T-Mobile and completed his education at the University of Florida. 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, including in-house research and derivatives services.

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

Jason P

Series 63, Series 66

New York, NY

Citigroup Global Markets

Jason Pilger is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Credit Suisse in Singapore before joining Citigroup in 2018. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including proprietary research and derivatives services.

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

Rosa D

Series 66

New York, NY

Citigroup Global Markets

Rosa D'ambrosio is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Her prior roles include positions at LCH - London Stock Exchange, BNP Paribas, and Natixis. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains roles as a swap dealer and futures commission merchant.

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

Romonie P

Series 63, Series 66

New York, NY

Citigroup Global Markets

Romonie Permaul is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Neuberger Berman, RBC Capital Markets, and STIFEL. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and is notable for its large institutional scale and in-house capabilities, including research, security pricing, and futures commission merchant services.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
View complete list of advisors at this office
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