Mathew Lazzarini

Employer firm

Citigroup Global Markets Inc. CRD 7059

$56.0B regulatory AUM 2,481 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Citigroup
  New York City, NY
• 06/2021 → 07/2021
  Coatue Management
  New York City, NY
• 08/2020 → 12/2020
  Liongrove Llc
  Miami, FL
• 07/2020 → 08/2020
  Pricewaterhousecoopers
  Miami, FL
• 06/2019 → 07/2022
  Naz-O-Nut
  Nazareth, PA
• 03/2016 → 06/2019
  Blue Moo Ice Cream
  Bath, PA
• 09/2011 → 06/2018
  Nazareth Area School District
  Nazareth, PA
• 08/2018 → 12/2019
  Flagler College
  St. Augustine, FL
• 01/2020 → 05/2022
  University Of Miami
  Miami, FL

Previous Registrations

• 2022-12-01 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  New York, NY
  Tampa, FL
  New York, NY
  Nazareth, PA
  New York, NY
  New York, NY
  New York, NY

Other Businesses

Rental Property - Bath, PA.; Investment-related; Started: April 16, 2024.; Title: Owner of the property.; Duties: Owner, but a management property runs day to day.; 0. hours are devoted each month during securities trading hours; 0. hours are devoted each month outside of securities trading hours. ///// The Chef's Agency; Not Investment-related; Nature: Catering; New York, NY; Started: October 12, 2024; Title: Caterer; Duties: I will be helping out with a catering event, these will be weekend events at random that will not be during working hours. ; No time is devoted each month during securities trading hours; 11-20 hours are devoted each month outside of securities trading hours./// 64W Market, LLC; Investment-related; Nature: Entity to hold real estate asset 64 W Market St, Bethlehem PA 18018; Bethlehem PA ; Started: February 11, 2025; Title: Member; Duties: I am a passive owner and will only be collecting rent, the other members of the entity will be the ones actively tending to the property.; No time is devoted each month during securities trading hours; No time is devoted each month outside of securities trading hours.///

Exams

• S66 Uniform Combined State Law Examination
  2022-12-01