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Contact the
East Coast Capital Advisors Team

Wealth Advisors:

Calvin Lem
Senior Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (914) 277-4712

E-Mail: calvin.lem@citi.com

See Profile for Calvin Lem

332 NY-100
Somers, NY 10589

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332 NY-100
Somers, NY 10589

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Robert Fallone, AIF®
Director – Wealth Management
Senior Wealth Advisor

  • Phone: (914) 666-5042
  • Phone: (914) 725-0984

E-Mail: Robert.Fallone@citi.com

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66 South Moger Ave.
Mount Kisco, NY 10549

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845 Central Park Ave
Scarsdale, NY 10583

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66 South Moger Ave.
Mount Kisco, NY 10549

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845 Central Park Ave
Scarsdale, NY 10583

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Raymond E. Williamson, Jr., AIF®
Vice President – Wealth Management
Wealth Advisor

  • Phone: (914) 834-0496
  • Phone: (914) 234-3285

E-Mail: ray.williamson@citi.com

See Profile for Raymond E. Williamson

1920 Palmer Ave.
Larchmont, NY 10538

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442 Old Post Rd.
Bedford, NY 10506

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1920 Palmer Ave.
Larchmont, NY 10538

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442 Old Post Rd.
Bedford, NY 10506

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Michael Gomez
Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: (914) 747-9430

E-Mail: michael.gomez@citi.com

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1022 Broadway
Thornwood, NY 10594

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170 N Main Street
New City, NY 10956

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1022 Broadway
Thornwood, NY 10594

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170 N Main Street
New City, NY 10956

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Frank Romano
Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (914) 273-5260

E-Mail: frank.romano@citi.com

See Profile for Frank Romano

435 Main St.
Armonk, NY 10504

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435 Main St.
Armonk, NY 10504

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Christopher Doherty
Assistant Vice President - Wealth Management
Senior Wealth Advisor

  • Phone: (914) 478-3215

E-Mail: christopher.doherty@citi.com

See Profile for Christopher Doherty

65 Main St.
Hastings on Hudson, NY 10706

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65 Main St.
Hastings on Hudson, NY 10706

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James B. Jedlicka
Assistant Vice President – Wealth Management
Senior Wealth Advisor

  • Phone: (845) 357-6463

E-Mail: james.b.jedlicka@citi.com

See Profile for James B. Jedlicka

250 Route 59
Suffern, NY 10901

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250 Route 59
Suffern, NY 10901

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Client Service Associates:

Amy Coupe
Client Service Associate

  • Phone: (914) 666-8023

E-Mail: amy.coupe@citi.com

66 South Moger Ave.
Mount Kisco, NY 10549

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845 Central Park Ave.
Scarsdale, NY 10583

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66 South Moger Ave.
Mount Kisco, NY 10549

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845 Central Park Ave.
Scarsdale, NY 10583

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Matthew Hecht
Registered Client Service Associate
Client Service Associate

  • Phone: (914) 761-6893

1022 Broadway
Thornwood, NY 10594

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1022 Broadway
Thornwood, NY 10594

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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.

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© 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.