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Citi Personal Wealth Management
5th Avenue Group
AT CITI PERSONAL WEALTH MANAGEMENT
New York
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Comprehensive planning from a team of professionals
The 5th Avenue Group is a diverse team of experienced Financial Advisors that specializes in discretionary asset management, tax-advantaged investments, wealth accumulation and preservation, and legacy planning. Both domestically and globally, we serve business owners and executives, medical professionals, individuals of arts and entertainment, and higher learning authorities. We also partner with Attorneys and CPAs in providing customized financial planning for their best clients.
...providing customized financial planning
Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.
Here are ways Citi supports your team's commitment to your financial success:
Proven Commitment to Excellence.
The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.
Unquestionable Financial Strength.
We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1
Citi at your service
We can come meet you wherever it's convenient — at your office, home, or another location. Contact us to set up an appointment.
Citi's Network of Specialists.
In addition to the members of their own team, your Financial Advisors have access to a network of specialized Citi professionals. These include experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to industry-leading tools that can help them assess your current financial situation and provide in-depth analysis for a holistic, goal-based financial plan.
Citi Investment Research and Analysis.
Financial Advisors can provide advice and guidance informed by the powerful insight of research analysts across our global organization.
1. 2009 Citigroup Annual Report.
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New York, NY
Christopher Barron
Vice President – Wealth Management
Guided Portfolio Manager
Financial Advisor
79 Fifth Avenue
(5th Ave. & 16th St.)
New York, NY 10003
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New York, NY
Joel Basciani
Senior Vice President – Wealth Management
Financial Advisor
717 Avenue of the Americas
New York, NY 10010
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New York, NY
David Darshan
Senior Vice President – Wealth Management
Portfolio Manager
Financial Advisor
79 Fifth Avenue
(5th Ave. & 16th St.)
New York, NY 10003
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New York, NY
Peter J. Nielsen, AIF®
Senior Vice President – Wealth Management
Portfolio Manager
Financial Advisor
390 Greenwich Street, 7th Floor
New York, NY 10013
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Nicholas Smerina
Financial Advisor
- MARKET INSIGHTS
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- Planning Guides
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Working with your tax specialist, we can help you deal with the tax and investment implications of your windfall.
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Want to strengthen your family's financial safety net? Here are just of the some ways we can help.
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Now is a good time to take a financial inventory, whether you're decades from retirement or just a few years away. Where do you stand right now?
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You have built a thriving business. But are you taking care of your own finances?
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You don't have to figure it out alone. This guide presents your choices and shows you how they could affect other aspects of your financial plan.
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Your health care expenses are likely to climb sharply as you age. But fortunately, so too does the help
available to you.
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To many, estate planning means getting a will and dodging estate taxes. But the reality is, what will happen to many of your assets doesn't hinge on what your will says.
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This could be one of the smartest ways to protect your family's finances and preserve your estate.
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- Financial Education
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Folks often start their investment search by scanning the mind–boggling variety of stocks, bonds, mutual funds and other investments, trying to figure out which are "best."
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It's America's newest status symbol: a lofty credit score. Many people are obsessed with boosting their score, with good reason. Here's how credit scores are calculated – and how you can make yourself look more creditworthy.
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Sometimes, we suffer big losses because of a market decline. But sometimes, our losses are self—inflicted. One example: the hefty sums many of us lose each year to our portfolio's investment tax bill.
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When you strip away all the nonsense, investing doesn't have to be complicated: You settle on your goals. You choose an appropriate stock-bond mix. You buy some low-cost mutual funds. You rebalance regularly.
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At Citi Personal Wealth Management, our goal is to help you with your entire financial life. We want you to be well and live well. The Wellness Checklist offers some general guidelines. These guidelines won't be right for everyone. But they should give you a starting point as you look to build a better financial life.
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Think of it as financial self–defense. If your children grow up to be reckless spenders with crushing debts and unpaid bills, don't kid yourself. You will likely ride to the rescue, at which point their problems will become yours. Your best bet: Ensure the issue never arises, by encouraging your kids to be money savvy, starting when they are age five or six and continuing into their 20s.
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Accumulating enough for a comfortable retirement can seem utterly daunting. But if you're smart about it, you may be able to lessen the financial pain.
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» See moreless
Find a professional who can help address your specific financial needs. Search by name or office location.
Learn more about the background of Citigroup Global Markets Inc. and its registered/licensed
professionals at FINRA's BrokerCheck 
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