Philadelphia, PA Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

6

Of 2,422 advisors across 527 offices

Location

Citi Private Bank, 1650 Market Street 31st Floor

Philadelphia PA 19103-7322

Advisors at this office

6

Advisors at this office

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Bryan Q

Series 63, Series 66

Philadelphia, PA

Citigroup Global Markets

Bryan Quinn is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

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

Series 66

Philadelphia, PA

Citigroup Global Markets

Bradford Winton is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. He has been with Citigroup Global Markets since 2012. Outside of his advisory role, he participates as a mentor in the University of Delaware's Lerner Executive Mentoring Program, working with undergraduate students. 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, including acting as a swap dealer and futures commission merchant.

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

Series 63, Series 66

Philadelphia, PA

Citigroup Global Markets

Matthew Stanton is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2013. 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 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
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Christine C

Series 65, Series 63

Philadelphia, PA

Citigroup Global Markets

Christine Curtiss is a financial advisor at Citigroup Global Markets with 23 years of industry experience. She holds Series 65 and Series 63 designations and has worked at BNY Mellon Securities Corporation and BNY Mellon prior to joining Citigroup. 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 features in-house research and unique market roles such as swap dealing and futures commission merchant activities.

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

CFP®, Series 63, Series 66

Philadelphia, PA

Citigroup Global Markets

Fabienne Sarnecki is a CFP®-credentialed financial advisor with 11 years of industry experience. She is currently with Citigroup Global Markets and has held prior roles at RBC Capital Markets, Morgan Stanley Private Bank, Morgan Stanley, and Lincoln Financial Distributors. Outside of her advisory work, she serves as an associate board member for Girls on the Run Southeastern Suburban PA, supporting fundraising and community outreach efforts. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody 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 advisory solutions.

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

CFP®, Series 63, Series 66

Philadelphia, PA

Citigroup Global Markets

Lisa Kohut is a CFP® professional with 22 years of experience in the financial services industry. She has been with Citigroup Global Markets Inc. since 2007 and has also worked at Wachovia Bank, N.A. since 2005. Kohut is based in Philadelphia, PA. 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 employs multi-asset, multi-manager strategies and operates with significant institutional scale, including unique market roles such as swap dealing and futures commission merchant activities.

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