West Palm Beach, FL Citi Private Bank Office

Team
Updated today

Client AUM

$41,499,025,686

Clients

58,096

Advisors

10

Of 2,414 advisors across 526 offices

Location

Citi Private Bank, 777 S. Flagler Drive, Suite 1600 West

West Palm Beach FL 33401

Advisors at this office

10

Advisors at this office

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Christine D

Series 63, Series 66

West Palm Beach, FL

Citigroup Global Markets

Christine Delvecchio is a financial advisor at Citigroup Global Markets with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Bank of America, N.A. Her current role is based in West Palm Beach, FL. 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 and combines large institutional scale with unique market roles such as 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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Christopher H

Series 66

West Palm Beach, FL

Citigroup Global Markets

Christopher Hurley is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has worked at CITI Private Bank since 2010. Based in West Palm Beach, FL, Hurley’s tenure at a major private bank forms the core of his career background. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles, including security-based swap dealing and futures commission merchant services.

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

Series 66

West Palm Beach, FL

Citigroup Global Markets

Michelle Murray is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She has been with Citigroup since 2010 and holds a Series 66 designation. Based in West Palm Beach, FL, her professional background is centered at Citigroup. Citigroup Global Markets serves individual and institutional clients across various wealth segments including private banking and workplace wealth management. The firm offers a range of investment advisory programs and brokerage services, implementing multi-asset, multi-manager strategies with a focus on internal standards and oversight to select and monitor managers.

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

Series 66

West Palm Beach, FL

Citigroup Global Markets

Charles Albinger is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds the Series 66 designation and has worked at Citigroup since 2016. His prior experience includes roles at the University of Tampa and the University of South Florida. 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 is notable for its combination of large institutional scale and unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

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

Series 63, Series 65

West Palm Beach, FL

Citigroup Global Markets

Tyler Kelly is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2011. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs alongside broker-dealer execution and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, including in-house research and derivatives services, supporting complex and diverse client needs.

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

Series 66

West Palm Beach, FL

Citigroup Global Markets

Rayan Sawh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Outside of his advisory role, Sawh assists with inventory management and bookkeeping for a family-owned specialty Caribbean food business. 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 maintains distinctive 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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Dana P

Series 66

West Palm Beach, FL

Citigroup Global Markets

Dana Pineda is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. She has been with Citigroup since 2014. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

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

Series 63, Series 65

West Palm Beach, FL

Citigroup Global Markets

Shaena Mcpadden is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. 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 through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

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

Michael B

Series 63, Series 66, Series 65

West Palm Beach, FL

Citigroup Global Markets

Michael Becker is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63, 65, and 66 licenses and has held prior positions at Bank of America, N.A., and SunTrust Investment Services. Becker serves as a board member for Meals on Wheels of the Palm Beaches, a nonprofit organization providing free meals to seniors in need. Citigroup Global Markets serves a broad range of individual and institutional clients, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and specialized market roles including swap dealing and futures commission merchant activities.

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

Philomene S

Series 63, Series 65

West Palm Beach, FL

Citigroup Global Markets

Philomene Stanley is a financial advisor at Citigroup Global Markets with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Citigroup Global Markets since 2007. Outside of her advisory role, she is the managing member of Philke Internation Limitada, a non-investment related business based in Costa Rica. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, providing a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies overseen by internal standards and committees, and operates with large institutional scale including roles 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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