Palo Alto, CA Citi Private Bank Office

David Mclaughlin is a CFA® charterholder with 16 years of industry experience. He is currently with Citigroup Global Markets and has previously worked at Bank of America, Merrill, and various Citi entities. Citigroup Global Markets serves individual and institutional clients across multiple private banking and wealth management segments. The firm offers a range of investment advisory programs and broker-dealer services, implementing multi-asset, multi-manager strategies through both discretionary and non-discretionary approaches.

Angela Lau is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She has been with CitiGroup since 2014 and holds Series 63 and Series 66 licenses. 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 through both discretionary and non-discretionary programs and combines large institutional scale with unique market roles, including in-house research and specialized trading activities.

Sruti Nln is a financial advisor at Citigroup Global Markets with a Series 66 designation and approximately 8 years of experience in the banking and wealth management industry. Her career includes roles at Citi Private Bank, CitiBank, and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique institutional roles, including swap dealing and futures commission merchant activities.

Sasha Zhu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. She has been with Citigroup Global Markets since 2014. Outside of her advisory role, she is involved in business administration for a restaurant called Little by Little. 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 discretionary and non-discretionary programs and maintains large institutional capabilities including in-house research and market roles such as swap dealer and futures commission merchant.

Sean Bevan is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo in multiple capacities and Comerica Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches and combines large institutional scale with specialized market roles, including activities as a swap dealer and futures commission merchant.

Qaysar Al Aboosi is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at First Citizens Wealth, SVB Wealth LLC, Wells Fargo, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including derivatives and futures services, and provides bespoke discretionary solutions for very large clients.

Bryan Bradshaw is a financial advisor with Citigroup Global Markets, holding a Series 66 credential and 20 years of industry experience. He has been with Citigroup Global Markets since 2007, based in Palo Alto, CA. 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 combines large institutional scale with unique market roles, including in-house research, swap dealer operations, and bespoke discretionary solutions for large clients.