Citi logo
Sign On to Citi Accounts
Citi Personal Wealth Management
  • Home
  • Meet the Team
  • Contact Us
  • Sign On to Citi Accounts

Contact the Genesis Wealth Management Team

Wealth Advisors:

Drew Newman, AIF®
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

Get Directions to 111 Great Neck Rd.

111 Great Neck Rd.
Great Neck, NY 11021

Get Directions to 111 Great Neck Rd.

Tom Scala, AIF®
Senior 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

Get Directions to 1060 Hempstead Turnpike

1060 Hempstead Turnpike
Franklin Square, NY 11010

Get Directions to 1060 Hempstead Turnpike

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

Get Directions to 1000 Willis Ave.

1000 Willis Ave.
Albertson, NY 11507

Get Directions to 1000 Willis Ave.

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

Get Directions to 272-06 Union Turnpike

272-06 Union Turnpike
New Hyde Park, NY 11050

Get Directions to 272-06 Union Turnpike

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

Get Directions to 670 Merrick Ave.

670 Merrick Ave.
East Meadow, NY 11554

Get Directions to 670 Merrick Ave.

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 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.

Broker Check Logo

Learn More from BrokerCheck about the background of Citigroup Global Markets Inc. and its registered/licensed professionals FINRA's BrokerCheck.

Citi logo
© 2024 Citigroup Inc. Terms & Conditions Privacy Notice at Collection Do Not Sell or Share My Personal Information Accessibility

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.