Wally Brown, CFA, CFP, is a Senior Vice President and Investment Counselor Sr. Lead at Citi, where they focus on delivering customized financial strategies to clients. With over 12 years of experience in trading and portfolio management, Wally combines a deep understanding of the financial markets with a commitment to client education. They previously served as a Portfolio Manager at GCG Financial, Inc., constructing tailored portfolios for high net worth individuals, and have a background as a Trader at International Trading Group, where they developed various trading strategies. Wally earned a Bachelor's Degree in Finance from the University of Wisconsin-Madison.
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