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Citi Personal Wealth Management
Genesis Wealth Management Group
AT CITI PERSONAL WEALTH MANAGEMENT
New York
Comprehensive planning from a team of professionals
The Genesis Wealth Management Group is a team of wealth advisors experienced and proficiency in a variety of financial products and services. We work with clients to identify needs and goals and create objective strategies designed to help achieve these goals. We specialize in growing and preserving wealth, including estate planning, retirement planning, education planning and capital preservation, utilizing a range of products from insurance to alternative investments. As your strategic ally we are available to work with your attorneys and CPAs to help simplify your complex financial issues.
...delivering excellent service so you can focus on the other areas of your life that are most important to you.
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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East Meadow, NY
Thomas P. Tibaldi, AIF®
Vice President – Wealth Management Senior Financial Advisor
670 Merrick Ave East Meadow, NY 11554
Thomas Tibaldi has been in the financial services business for 15 years and has worked at Citi for the past seven. He prides himself on his financial planning experience, and focuses providing clients with a planning approach for helping their investing needs.
Currently, Tom holds Series 7, 63, and 65 securities licenses as well as Life & Health Insurance licenses.
Tom is from Melville, NY and attended the University of Delaware where earned degrees in Legal Studies and History. He is active in his current community, working very closely with Nassau Suffolk Services for Autism, a non-profit organization that provides services to children and their families affected by Autism.
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Great Neck, NY
Drew Newman, AIF®
First Vice President – Wealth Management
Financial Advisor
111 Great Neck Road Great Neck, NY 11021
Drew specializes in taxable and more tax–efficient investments, as well as comprehensive financial panning, wealth management and investment management portfolio. He is also the team's specialist for clients that are non–resident aliens (NRA).
Drew has received some of the company's highest accolades including being named to the President's Council (2008) and CitiStars (2009). He was awarded the officer title of First Vice President in 2008. He holds the following FINRA licenses: series 4 registered option principal, series 6 variable contracts representative, series 7 general securities representative, series 24 general securities principal, series 63 uniform securities agent state law, series 65 uniform investment advisor law and has health and life insurance licenses.
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New Hyde Park, NY
Robert Schwartz, AIF®
Vice President – Wealth Management
Financial Advisor
272-06 Union Turnpike New Hyde Park, NY 11050
Robert Schwartz is a dedicated professional – with twenty five years of experience in the financial services industry with eighteen years at Citi –– who strives to maintain the highest standards of excellence and integrity.
Robert provides comprehensive financial planning, including retirement, wealth transfer, and income planning. He holds the series 7, 63, and 65 securities licenses in addition to the New York Life and Health insurance licenses. Robert is certified in offshore wealth management and is a CitiStars award winner for outstanding achievement.
He attended Fordham University where he received an MBA in Finance and Investments and prior to that he attended SUNY Albany where he received a Bachelors of Science Degree with a concentration in Finance.
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Albertson, NY
James Manzolillo, AIF®
Vice President – Wealth Management
Financial Advisor
1000 Willis Ave Albertson, NY 11507
James is a financial professional assisting individuals and businesses simplify and fortify their financial lifestyles, offering a range of investment advisory and retirement planning services. His focus is comprehensive wealth management specializing in tax efficient investments. He focuses on building relationships with clients by staying attuned to their investment goals and needs.
James is a CERTIFIED FINANCIAL PLANNERTM and holds series 7, 63, and 65 securities licenses, and New York State Life/Accident/Health insurance licenses. James is recognized as a Blue Chip Council member for his excellence in client services.
A native of Garden City, NY, James holds a BA in Economics from SUNY at Stony Brook.
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Huntington, NY
Donna E. Rogers, AIF®
Second Vice President – Wealth Management
Financial Advisor
349 Main Street Huntington, NY 11743
Donna started in the financial industry in 1970 and has 27 years as a licensed investment professional. She currently holds Series 7, 63, 65 securities licenses. Her focus is on wealth management to help establish a life plan for clients. By utilizing certain research and strategy tools, she is able to develop client relationships that have dated back 14 years in her current office setting in Huntington, New York.
Donna maintains a strong working relationship with her various partners at Citi. This team based approach allows her to utilize all the firms' resources while providing her clients with dynamic strategies to their financial endeavors. Her extensive career in banking spans nearly 40 years.
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Mineola, NY
Helene F. Fama, AIF®
Second Vice President – Wealth Management
Financial Advisor
199 Second Street Mineola, NY 11501
Helene is a Financial Advisor working at Citi Personal Wealth Management. She has 20 years of experience in the financial services industry, with particular focus in financial planning. Helene uses her extensive experience to help clients deal with the responsibility and complexity that wealth brings. She offers sophisticated financial strategies to individuals and corporations in areas such as asset allocation, retirement planning, pension plans, protection and insurance, estate planning and general financial planning.
Helene's credentials include a Bachelor Degree from Baruch College. She is currently taking courses at C.W. Post, continuously challenging herself to broaden her knowledge base and be a key advocate for her clients.
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Franklin Square, NY
Tom Scala, AIF®
Second Vice President – Wealth Management
Financial Advisor
1060 Hempstead Turnpike Franklin Square, NY 11010
Tom Scala has over twenty-five years experience in the financial industry, and has spent the last seventeen of those with Citigroup. He focuses on offering clients comprehensive financial planning, which typically consists of planning for income in retirement and transfer of wealth.
He holds series 7, 63, and 65 securities licenses, as well as Life, Accident and Health insurance licenses and is a Citi Stars award winner.
Tom is a graduate of the State University of NY at New Paltz where he studied Economics and Business.
Outside of working with clients, Tom enjoys spending time with his four kids, coaching high school lacrosse, and participating in activities with the Floral Park, NY Youth Council.
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Registered Client Service Associate
Ernest W. Infante
Registered Client Service Associate
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Russell Imam
Client Service Associate
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