New York, NY Citi Wealth Management, Sales Office

Daniel Williams is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Citigroup Global Markets since 2010. 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 maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Patrick Manzi is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup since 2016. His prior experience includes roles at Principal Financial Services, Credit Suisse Securities, and Neuberger Berman BD. Manzi is the sole member of Omega Partners Consulting, LLC, a financial services consulting firm that is currently inactive. 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 applies multi-asset, multi-manager strategies with internal oversight and operates with a combination of large institutional scale and unique market roles, including in-house research and derivatives services.

Sandra Rojas is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked previously at J.P. Morgan Securities and Chase Investment Services Corp. Outside of her advisory work, she manages rental properties owned by family members. Citigroup Global Markets serves individual and institutional clients across multiple 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 provides specialized solutions including derivatives services and bespoke discretionary management.

Antonina Vicari is a financial advisor at Citigroup Global Markets with 26 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for six years. Outside of advising, she is involved in real estate through co-ownership of residential rental properties in Astoria, New York. Citigroup Global Markets serves individual and institutional clients, including high-net-worth and ultra-high-net-worth segments, with a broad range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary platforms and maintains in-house research and specialist market functions.

Anthony Roderick is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. His professional background includes roles at Citibank and Converse, as well as a four-year period at Northeastern University. He is based in New York, NY. 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 and maintains large institutional scale combined with specialized market roles and arrangements.

Cynthia Wong is a financial advisor at Citigroup Global Markets with over 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2004, currently based in New York City. Citigroup Global Markets Inc. 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 through both discretionary and non-discretionary programs, supported by in-house research, security pricing, and unique market roles.

Kerry Cochran is a CFP® professional with 32 years of industry experience, currently serving at Citigroup Global Markets since 2007. Based in New York, NY, Cochran holds Series 63 and Series 66 licenses and has focused his career at a leading global financial firm. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of institutional scale and unique market roles, including swap dealing and futures commission merchant activities.

Wai Yee Hijuelos is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2018, with prior experience at Scottrade, Inc. from 2009 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, providing a broad range of advisory programs and custodial services.

Richard Civello is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets in New York. He has been with Citigroup since 2016. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage 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 unique market roles, including activities as a swap dealer and futures commission merchant.

Marcel Pereira is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at IDB Capital Corp., Israel Discount Bank of New York, Infinex Investments, Popular Community Bank, and Citi Private Bank. He is based in New York, NY. 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 internal oversight and integrates institutional-scale resources and market roles that distinguish it from peers.

Julie Bennett is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2006. The firm serves individual and institutional clients across various wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and unique market roles such as acting as a swap dealer and futures commission merchant.

Charles Catalanotto is a financial advisor with Citigroup Global Markets in New York, NY. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. His prior roles include positions at PNC Investments, HSBC Securities (USA) Inc., Banc Of America Investment Services, Quick & Reilly, and Chase Investment Services Corp. 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 unique market roles such as swap dealer and futures commission merchant, supporting large-scale and bespoke discretionary solutions.

Kevin Vega is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citiprivate Bank since 2019, following 13 years at Citibank N.A. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a broad 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 institutional-scale capabilities including in-house research, swap dealing, and futures commission merchant services.

Lauren Corsello is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has worked at Citigroup Inc. since 2019 and previously was employed by JPMorgan Chase & Co. from 2015 to 2019. Citigroup Global Markets serves individual and institutional clients across multiple 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 and combines large institutional scale with unique market roles, including in-house research and derivatives services.

Asmir Redzematovic is a financial advisor at Citigroup Global Markets with Series 63 and Series 66 credentials. He has been with Citibank since 2016. Citigroup Global Markets 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 with both discretionary and non-discretionary programs and operates at a large institutional scale with unique market roles.