Washington, DC Citi Wealth Management, Supervision Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

34

Of 2,422 advisors across 527 offices

Location

Citi Wealth Management, Supervision, 1101 Pennsylvania Ave NW, 5th Fl/Cws

Washington DC 20004

Advisors at this office

34

Advisors at this office

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Laila M

Series 66

Washington, DC

Citigroup Global Markets

Laila Moumou is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. She has been with Citigroup Global Markets since 2007. Outside of her advisory role, she owns a rental property in Falls Church, VA, which she manages with assistance from a real estate agent. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies across discretionary and non-discretionary programs and maintains large institutional capabilities alongside specialized market roles.

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

Series 66

Washington, DC

Citigroup Global Markets

Joi Thompson is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has previously worked at JP Morgan Chase and Wells Fargo Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies and provides a range of investment solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

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

Series 66

Washington, DC

Citigroup Global Markets

Nikolas Naymik is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. His prior roles include positions at Equitable Advisors and Evolution Capital Group. Outside of finance, he has work experience in the restaurant industry and education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and operating 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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Aminata J

Series 66

Washington, DC

Citigroup Global Markets

Aminata Jarboh is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She previously worked at RBC Capital Markets for one year and Delta Air Lines for seven years. 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 through discretionary and non-discretionary programs and operates with large institutional scale alongside 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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Nathan J

Series 66

Washington, DC

Citigroup Global Markets

Nathan James is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, he held positions at George Mason University and Villagio Hospitality Group, among others. Citigroup Global Markets serves individual and institutional clients across a broad range of 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, such as acting as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

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

Series 65, Series 63

Washington, DC

Citigroup Global Markets

Jackson Good is a financial advisor with Citigroup Global Markets, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining Citigroup in 2022, he worked at Bank of America, Merrill, UBS Financial Services, and other firms. Outside of his advisory role, he officiates high school basketball in the San Francisco Bay Area and serves as a college basketball official. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional capabilities including in-house research and specialist market roles.

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

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Sofia Kostopoulos is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 credentials. She has 25 years of industry experience, including prior roles at Wells Fargo and JP Morgan. 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, supported by in-house research and a range of specialized market roles.

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

Series 66

Washington, DC

Citigroup Global Markets

William Olmstead is a financial advisor with Citigroup Global Markets in Washington, DC. He holds a Series 66 designation and has 11 years of industry experience, having been with Citigroup since 2014. 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 supported by in-house research and risk oversight, maintaining a large institutional scale alongside unique market roles and arrangements.

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

Series 66

Washington, DC

Citigroup Global Markets

Zachary Wilkes is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds the Series 66 designation and has worked at CitiBank, Bank of America, Merrill, Constellis, Wells Fargo Advisors, and American University. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and operates with institutional scale, including in-house research and 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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Andres C

Series 66

Washington, DC

Citigroup Global Markets

Andres Cardona is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2014. 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 a range of market roles, including in-house research and derivatives services, and provides customized solutions for high-net-worth clients.

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

Series 66

Washington, DC

Citigroup Global Markets

Angela Clardy is a financial advisor with Citigroup Global Markets in Washington, DC. She holds the Series 66 designation and has 11 years of industry experience, all of which have been with Citi Private Bank since 2015. 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 utilizes multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including functioning 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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Sandra M

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Sandra Martin is a financial advisor at Citigroup Global Markets with 18 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing Services LLC, Wells Fargo Bank, and Morgan Stanley. Outside of her advisory role, she coaches athletes at Nevermore Crossfit in Baltimore. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs with both discretionary and non-discretionary options. The firm combines large institutional scale with unique market roles, including in-house research and security pricing, and provides specialized lending and bespoke discretionary solutions for large relationships.

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

Series 63, Series 66

Washington, DC

Citigroup Global Markets

Morin Lam is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. since 2015. 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 with an emphasis on internal standards and oversight committees to select and monitor managers.

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

Series 66

Washington, DC

Citigroup Global Markets

Michael Thigpen is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2018, following five years at RBC Capital Markets. Outside of his advisory role, he manages multiple rental properties in the Washington, DC area jointly with his spouse. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and supports both discretionary and non-discretionary portfolios, combining large institutional scale with unique market roles.

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

Hina J

Series 66

Washington, DC

Citigroup Global Markets

Hina Jumani is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. She previously worked at Morgan Stanley, J.P. Morgan Securities, and JPMorgan Chase Bank, N.A. Outside the financial services industry, she serves as a director of Alayah Corp, a software development company. Citigroup Global Markets serves individual and institutional clients, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios across various client segments.

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