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    • Jason Lin
      Managing Director – Wealth Management
      Wealth Advisor
    • Jeffrey D. Lang, AIF®
      Director – Wealth Management
      Wealth Advisor
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Meet the Diversified Wealth Advisors Team

Our goal is to understand what matters to you, meet or exceed your expectations and make a meaningful difference in your life.

Jason Lin

Jason Lin

Managing Director – Wealth Management

Wealth Advisor

Flushing, NY

See Profile for Jason Lin

Jeffrey D. Lang, AIF®

Jeffrey D. Lang, AIF®

Director – Wealth Management

Wealth Advisor

Forest Hills, NY

See Profile for Jeffrey D. Lang

Peter Bournias, AIF®

Peter Bournias, AIF®

Senior Vice President – Wealth Management
Wealth Advisor
Guided Portfolio Management

Astoria, NY

See Profile for Peter Bournias

Jeffrey F. Damasco, AIF®

Jeffrey F. Damasco, AIF®

Senior Vice President – Wealth Management

Wealth Advisor

Forest Hills, NY

See Profile for Jeffrey F. Damasco

Michael Genduso, AIF®

Michael Genduso, AIF®

Senior Vice President – Wealth Management

Wealth Advisor

Astoria, NY

See Profile for Michael Genduso

Charlie Yeung

Charlie Yeung

Senior Vice President – Wealth Management

Wealth Advisor

Flushing, NY

See Profile for Charlie Yeung

Beth Rothstein, AIF®

Beth Rothstein, AIF®

Vice President – Wealth Management

Wealth Advisor

Forest Hills, NY

See Profile for Beth Rothstein

INVESTMENT PRODUCTS AND INSURANCE PRODUCTS: NOT INSURED BY THE FDIC • NOT INSURED BY THE FEDERAL GOVERNMENT OR ANY OTHER FEDERAL GOVERNMENT AGENCY, BY THE BANK, OR BY ANY AFFILIATE OF THE BANK • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, THE BANK OR AN AFFILIATE OF THE BANK • SUBJECT TO INVESTMENT RISK, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL INVESTED

Important Information for You to Know About Our Business and Relationship With You

We are required to deliver two important disclosure documents about our business and relationship with you:

  • Form Client Relationship Summary (“Form CRS”) is a brief summary of the brokerage and advisory services we offer.
  • Regulation Best Interest Disclosure Statement and Related Information for Retirement Accounts is a more detailed description of the brokerage services we offer and our obligations under Regulation Best Interest when we make recommendations to you as your broker-dealer.

Please review both of these important documents online at https://www.citi.com/investorinfo/. If you prefer paper copies, please contact your advisor or call us at (800) 846-5200 | TTY: We accept 711 or other Relay Service.

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Important Information

The products and services mentioned in this page are not offered to individuals resident in the European Union, European Economic Area, Switzerland, Guernsey, Jersey, Monaco, San Marino, Vatican and The Isle of Man. Your eligibility for a particular product and service is subject to a final determination by us. This communication is not, and should not be construed as, an offer, invitation or solicitation to buy or sell any of the products and services mentioned herein to such individuals.

Citigroup Inc. and its affiliates do not provide tax or legal advice.

Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (CGMI), member SIPC. Citigroup Life Agency LLC (CLA) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). CGMI, CLA and Citibank, N.A. are affiliated companies under the common control of Citigroup Inc.

Banking products and services are offered through Citibank, N.A., NMLS #412915, Member FDIC and Equal Housing Lender. Citibank is not responsible for obligations of its affiliates.

© Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.

Citigroup Inc. and its affiliates do not provide tax or legal advice. Citi Personal Wealth Management is a business of Citigroup Inc., which offers investment products through Citigroup Global Markets Inc. (”CGMI”), member SIPC. Citigroup Life Agency LLC (“CLA”) offers insurance products. In California, CLA does business as Citigroup Life Insurance Agency, LLC (license number 0G56746). Citibank, CGMI, and CLA are affiliated companies under the common control of Citigroup Inc.

© 2024 Citigroup Inc. Citi, Citi and Arc Design and other marks used herein are service marks of Citigroup Inc. or its affiliates, used and registered throughout the world.