Citi Personal Wealth Management

5th Avenue Group

AT CITI PERSONAL WEALTH MANAGEMENT

New York

5th Avenue Group Download our team brochure »

Comprehensive planning from a team of professionals

The 5th Avenue Group is a diverse team of experienced Financial Advisors that specializes in discretionary asset management, tax-advantaged investments, wealth accumulation and preservation, and legacy planning. Both domestically and globally, we serve business owners and executives, medical professionals, individuals of arts and entertainment, and higher learning authorities. We also partner with Attorneys and CPAs in providing customized financial planning for their best clients.

 

...providing customized financial planning

 

Your team of experienced professionals can provide you with superior advice, best-in-class investment strategies, and access to a full range of retail and commercial banking services—all of which are backed by the strength of Citigroup.

Here are ways Citi supports your team's commitment to your financial success:

Proven Commitment to Excellence.

The average tenure of Citi's Financial Advisors is nine years, and 35% of them have been with the firm for more than 11 years. Many of our Financial Advisors hold top professional credentials, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) or Certified Investment Management AnalystSM (CIMA®) designations.

Unquestionable Financial Strength.

We are one of the best-capitalized banks in the world, providing a solid foundation for your financial success. As a global financial services company, Citigroup has approximately 200 million customer accounts and does business in more than 160 countries. 1

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 experienced trust and estate attorneys, wealth-planning analysts, tax and business-valuation specialists, and investment analysts. And your advisors have access to Capital Markets specialists, who can provide products designed to enhance your portfolio performance and asset allocation.

Award-winning Financial Planning.

Your team has access to industry-leading 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 advice and guidance informed by the powerful insight of research analysts across our global organization.

1. 2009 Citigroup Annual Report.

  • Peter Nielsen
    New York, NY

    Peter Nielsen

    Financial Advisor

    Peter Nielsen
    Peter Nielsen Vice President – Wealth Management
    Guided Portfolio Manager
    Financial Advisor
    P (212) 229-3507 · F (212) 242-6598 · E
    6th Avenue & 23rd Street – 717 Avenue of the Americas
    New York, NY 10010
  • Christopher Barron
    New York, NY

    Christopher Barron

    Financial Advisor

    Christopher Barron
    Christopher Barron Vice President – Wealth Management
    Guided Portfolio Manager
    Financial Advisor
    P (212) 242-5746 · F (212) 242-6598 · E
    79 Fifth Avenue (5th Ave. & 16th St.)"
    New York, NY 10003
  • David Darshan
    New York, NY

    David Darshan

    Financial Advisor

    David Darshan
    David Darshan Vice President – Wealth Management
    Guided Portfolio Manager
    Financial Advisor
    P (212) 242-5746 · F (212) 242-6598 · E
    79 Fifth Avenue (5th Ave. & 16th St.)
    New York, NY 10003
  • Henry Jongerling
    New York, NY

    Henry Jongerling

    Financial Advisor

    Henry Jongerling
    Henry Jongerling Associate Vice President – Wealth Management
    Financial Advisor
    P (212) 290-7718 · E
    201 West 34th Street
    New York, NY 10001
  • Nicholas Smerina

    Nicholas Smerina

    Registered Client Service Associate

    Nicholas Smerina
    Nicholas Smerina Registered Client Service Associate
    P (212) 242-5746 · E

Markets and economic updates, product information, and financial education to help you stay knowledgeable and informed.

Market Updates
Planning Guides
Financial Education
  • Doing the Splits: How to Divide Your Money Between Stocks and Bonds

    Folks often start their investment search by scanning the mind–boggling variety of stocks, bonds, mutual funds and other investments, trying to figure out which are "best."

    130kB
  • Running Up the Score: How to Look Better to Creditors

    It's America's newest status symbol: a lofty credit score. Many people are obsessed with boosting their score, with good reason. Here's how credit scores are calculated – and how you can make yourself look more creditworthy.

    105kB
  • How to Help Make Your Financial Life Less Taxing

    Sometimes, we suffer big losses because of a market decline. But sometimes, our losses are self—inflicted. One example: the hefty sums many of us lose each year to our portfolio's investment tax bill.

    108kB
  • How to Make Your Peace with the Financial Markets

    When you strip away all the nonsense, investing doesn't have to be complicated: You settle on your goals. You choose an appropriate stock-bond mix. You buy some low-cost mutual funds. You rebalance regularly.

    112kB
  • The Wellness Checklist

    At Citi Personal Wealth Management, our goal is to help you with your entire financial life. We want you to be well and live well. The Wellness Checklist offers some general guidelines. These guidelines won't be right for everyone. But they should give you a starting point as you look to build a better financial life.

    143kB
  • Priceless Lessons: Six Strategies for Raising Money-Savvy Kids

    Think of it as financial self–defense. If your children grow up to be reckless spenders with crushing debts and unpaid bills, don't kid yourself. You will likely ride to the rescue, at which point their problems will become yours. Your best bet: Ensure the issue never arises, by encouraging your kids to be money savvy, starting when they are age five or six and continuing into their 20s.

    105kB
  • Save Enough for Retirement – With These Three Strategies

    Accumulating enough for a comfortable retirement can seem utterly daunting. But if you're smart about it, you may be able to lessen the financial pain.

    120kB
» See moreless

Find a professional who can help address your specific financial needs. Search by name or office location.

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Peter Nielsen Vice President–Wealth Management
Guided Portfolio Manager
Financial Advisor
Email:
Phone: (212) 229-3507
Fax: (212) 242-6598
6th Avenue & 23rd Street – 717 Avenue of the Americas
New York, NY 10010
Get directions
Christopher Barron Vice President–Wealth Management
Guided Portfolio Manager
Financial Advisor
Email:
Phone: (212) 242-5746
Fax: (212) 242-6598
79 Fifth Avenue (5th Ave. & 16th St.)
New York, NY 10003
Get directions
David Darshan Vice President–Wealth Management
Guided Portfolio Manager
Financial Advisor
Email:
Phone: (212) 242-5746
Fax: (212) 242-6598
79 Fifth Avenue (5th Ave. & 16th St.)
New York, NY 10003
Get directions
Henry Jongerling Associate Vice President – Wealth Management
Financial Advisor
Email:
Phone: (212) 290-7718
201 West 34th Street
New York, NY 10001
Get directions
Nicholas Smerina Registered Client Service Associate
Email:
Phone: (212) 242-5746

Get to know our team. Select a name to learn more about that professional.

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