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Contact the Genesis Wealth Management Team

Wealth Advisors:

Drew Newman, AIF®
First Vice President – Wealth Management
Wealth Advisor

  • Phone: (516) 829-6991

E-Mail: drew.newman@citi.com

See Profile for Drew Newman

111 Great Neck Rd.
Great Neck, NY 11021

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Helene F. Fama, AIF®
Second Vice President – Wealth Management
Wealth Advisor

  • Phone: (516) 746-6950

E-Mail: helene.fama@citi.com

See Profile for Helene F. Fama

199 Second St.
Mineola, NY 11501

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Donna E. Rogers, AIF®
Second Vice President – Wealth Management
Wealth Advisor

  • Phone: (631) 423-7995

E-Mail: donna.rogers@citi.com

See Profile for Donna E. Rogers

349 Main St.
Huntington, NY 11743

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Tom Scala, AIF®
Second Vice President – Wealth Management
Wealth Advisor

  • Phone: (516) 437-9425

E-Mail: thomas.j.scala@citi.com

See Profile for Tom Scala

1060 Hempstead Turnpike
Franklin Square, NY 11010

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James Manzolillo, AIF®
Vice President – Wealth Management
Wealth Advisor

  • Phone: (516) 621-8425

E-Mail: james.manzolillo@citi.com

See Profile for James Manzolillo

1000 Willis Ave.
Albertson, NY 11507

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Robert Schwartz, AIF®
Vice President – Wealth Management
Wealth Advisor

  • Phone: (718) 831-4910

E-Mail: robert.schwartz@citi.com

See Profile for Robert Schwartz

272-06 Union Turnpike
New Hyde Park, NY 11050

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Thomas P. Tibaldi, AIF®
Vice President – Wealth Management
Senior Wealth Advisor
Wealth Advisor

  • Phone: (516) 292-0006

E-Mail: thomas.tibaldi@citi.com

See Profile for Thomas P. Tibaldi

670 Merrick Ave.
East Meadow, NY 11554

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Client Service Associates:

Russell Imam
Client Service Associate

  • Phone: (718) 831-0248

E-Mail: russell.imam@citi.com

Ernest W. Infante
Registered Client Service Associate
Client Service Associate

  • Phone: (516) 829-6864

E-Mail: ernest.w.infante@citi.com

INVESTMENT 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.

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