San Francisc, CA Office

Scott Chronert is a financial advisor at Citigroup Global Markets with 41 years of industry experience. He has been with Citigroup Global Markets since 1990 and holds a Series 63 designation. 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 discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Derrick Chao is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable financial institutions, including JP Morgan Chase, J.P. Morgan Securities, and First Republic Bank. He is based in San Francisco, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and leverages both internal oversight and external partnerships to manage client portfolios.

Jacob Block is a financial advisor at Citigroup Global Markets with 19 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Deutsche Bank Securities Inc., Foreside Fund Services, LLC, and Redbrick LMD, LLC. He has been with Citigroup since 2025. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with extensive internal oversight and combines large institutional scale with unique market roles and arrangements.

Benton Lowerison is a CFA® charterholder with eight years of industry experience. He is currently with Citigroup Global Markets, where he has worked since 2024, following a seven-year tenure at Dimensional Fund Advisors and two years at Yale School of Management. 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 typically employs multi-asset, multi-manager strategies and maintains significant institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Jessa Shirman is a financial advisor at Citigroup Global Markets with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup since 2017. Outside of her advisory role, she works as a driver for ride-sharing services in San Francisco. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees and supports a wide range of investment products, including alternatives and digital assets.

Clark Jennison is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 18 years of industry experience. He has worked at CITI Private Bank since 1996. 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 implements multi-asset, multi-manager strategies using internal standards and oversight committees and maintains in-house research and security-pricing capabilities alongside its institutional-scale operations.

Nanlan Ou is a Series 66-licensed financial advisor with Citigroup Global Markets, based in San Francisco, CA. She has 18 years of industry experience and has been with Citigroup since 2012. 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 employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.