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Citi Personal Wealth Management
The Fifth Avenue Wealth Advisors
AT CITI PERSONAL WEALTH MANAGEMENT
New York
Comprehensive planning from a team of professionals
Fifth Avenue Wealth Advisors 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 provides superior guidance, best-in-class investments and access through Citi colleagues to a full range of retail and commercial banking services – all of which are backed by the strength of Citi.
Here are ways Citi supports your team's commitment to your financial success:
Unquestionable Financial Strength.
We are one of the world's leading digital banks, with more than 100 million customers in 19 markets worldwide1.
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 wealth-planning specialists, some of whom are trust and estate attorneys, and investment analysts. Additionally, your Financial Advisors have access to Capital Markets specialists who provide products designed to enhance your portfolio performance and asset allocation.
Award-winning Financial Planning.
Your team has access to 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 guidance informed by the powerful insight of research analysts across our global organization.
1. 2017 Citigroup Annual Report.
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New York, NY
Christopher Barron, AIF®
Director – Wealth Management
Portfolio Manager
Financial Advisor
79 Fifth Avenue
(5th Ave. & 16th St.)
New York, NY 10003
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New York, NY
David C Darshan
Financial Advisor
Director – Wealth Management
Portfolio Manager
555 La Guardia Place,
New York, NY 10012
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Nicholas Smerina
Financial Advisor
717 Avenue of the Americas
New York, NY 10010
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Justin C. Pagan, CFP®
Financial Advisor
Vice President–Wealth Management
One Broadway
New York, NY 10004
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Paul T. Ulanich
Financial Advisor
127 Hudson St.
New York, NY 10013
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Sean J. Tierney
Vice President
201 W. 34th Street,
New York, NY 10001
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New York, NY
Jonathan Chubak
Vice President – Wealth Management
1065 Sixth Avenue
New York, NY 10018
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New York, NY
Registered Client Service Associate
Richard Fitzgerald
Registered Client Service Associate
79 Fifth Avenue, 2nd Floor
New York, NY 10003
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New York, NY
Registered Client Service Associate
Samira Begum
Registered Client Service Associate
388 Greenwich Street 23rd Floor
New York, NY 10013
Find a professional who can help address your specific financial needs. Search by name or office location.
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