Oak Brook, IL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$41,499,025,686
ClientsTotal clients
58,096
AdvisorsAdvisors at this office
22
Of 2,414 advisors across 526 offices
Location
Citi Wealth Management, Sales, 1900 Spring Rd, Suite 101
Oak Brook IL 60523
Advisors at this office
22
Advisors at this office
Kristian M
Series 66
Oak Brook, IL
Citigroup Global Markets
Kristian Malcontento is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked at several firms, including J.P. Morgan Securities, U.S. Bancorp Investments, Fifth Third Securities, and Cetera. Outside of finance, he was involved with The Whiskey Hound for three years. 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 and operates with a combination of large institutional scale and unique market roles, including swaps and futures services.
Johnathan E
Series 66
Oak Brook, IL
Citigroup Global Markets
Johnathan Ellison is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Citigroup Global Markets and has previously held roles at several firms including Morgan Stanley, E*Trade Capital Management, and JPMorgan Chase Bank. Citigroup Global Markets serves a diverse client base ranging from workplace and high-net-worth individuals to ultra-high-net-worth segments. The firm offers a range of investment advisory programs and execution services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.
Matthew H
Series 65, Series 63
Oak Brook, IL
Citigroup Global Markets
Matthew Horne is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Fifth Third Securities and Fifth Third Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, and its scale and market roles include in-house research, swap dealing, and futures commission merchant activities.
Justin D
Series 63, Series 65
Oak Brook, IL
Citigroup Global Markets
Justin Draper is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at J.P. Morgan Securities and JPMorgan Chase Bank NA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs 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 derivatives and futures services.
Hilary G
Series 63, Series 65
Oak Brook, IL
Citigroup Global Markets
Hilary Gellings is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup and its related entities since 2014. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by in-house research and extensive market capabilities.
Rita M
Series 66
Oak Brook, IL
Citigroup Global Markets
Rita Magic is a Series 66-credentialed financial advisor at Citigroup Global Markets with five years of industry experience. Her prior roles include positions at Edward Jones, JP Morgan Securities LLC, JPMorgan Chase Bank NA, LPL Financial, BMO Harris Bank, Morgan Stanley, and Bank of America. 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 internal oversight and supports both discretionary and non-discretionary programs, leveraging its scale and specialized market roles.
Zhenlin L
Series 63, Series 66
Oak Brook, IL
Citigroup Global Markets
Zhenlin Lu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup Global Markets since 2020 and Citibank N.A. since 2013. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles.
Bill R
Series 63, Series 66
Oak Brook, IL
Citigroup Global Markets
Bill Rizos is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, U.S. Bancorp Investments, BMO Harris, and Country Capital Management 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, as well as broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research, swap dealing, and futures commission merchant activities.
Kerry W
Series 66
Oak Brook, IL
Citigroup Global Markets
Kerry Williams is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has worked previously at JPMorgan Chase Bank, Bank of America, Merrill, and U.S. Bank. Outside of financial services, he has experience in the restaurant and retail sectors, including roles at Portillo's Restaurant Group and Walmart. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains notable market roles such as operating as a swap dealer and futures commission merchant.
Brunilda V
Series 63, Series 66
Oak Brook, IL
Citigroup Global Markets
Brunilda Veliu is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Citigroup Global Markets since 2007. 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 employs multi-asset, multi-manager strategies with extensive internal oversight and maintains a combination of large institutional scale along with specialized market roles.
Daniel L
Series 65, Series 63
Oak Brook, IL
Citigroup Global Markets
Daniel Larson is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at JPMorgan Securities LLC, LPL Financial, BMO Harris Bank, and RTS 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 through both discretionary and non-discretionary programs, supported by in-house research and large-scale institutional capabilities.
Nader M
Series 66, Series 63
Oak Brook, IL
Citigroup Global Markets
Nader Maalouf is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Uber, J.P. Morgan Securities, and AXA Advisors. 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 alongside broker-dealer execution and custody services.
Yat Hong L
Series 63, Series 65
Oak Brook, IL
Citigroup Global Markets
Yat Hong Leung is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 credentials and seven years of industry experience. Prior to joining Citigroup in 2020, Yat worked at JP Morgan Chase Bank and JP Morgan Securities LLC from 2017 to 2020, as well as at Fresenius Medical Care Hong Kong Limited in 2016-2017. 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 employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.
Thomas F
Series 63, Series 65
Oak Brook, IL
Citigroup Global Markets
Thomas Ferraro is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill and Wells Fargo in various capacities. Outside of his advisory role, Ferraro coaches wrestling and other sports and serves as a board member of a religious organization. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a swap dealer and futures commission merchant.
Juan M
Series 65, Series 63
Oak Brook, IL
Citigroup Global Markets
Juan Martin is a financial advisor with Citigroup Global Markets in Oak Brook, IL, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and J.P. Morgan. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with a combination of discretionary and non-discretionary strategies. The firm operates at large institutional scale and provides a broad range of advisory, execution, and custody services, including unique market roles such as swap dealing and futures commission merchant activities.
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