Jonathan Fitzgerald is a Director at Citi Private Bank. He is a Wealth Planner covering the Florida and Georgia markets and Team Leader for US Domestic Wealth Planning. Jonathan assists individuals and families in the areas of estate, gift, generation-skipping transfer and income tax planning, and works closely with clients and their advisors to implement solutions for their philanthropic, business succession and wealth transfer goals.

Kristina Matthews is a distinguished Senior Revenue Agent with the Large Business and International division of the IRS, bringing to the table an impressive 30 years of dedicated service. Throughout her three-decade tenure with the IRS, Kristina has demonstrated unwavering commitment and excellence in addressing the intricacies of large business and international tax issues, establishing herself as a respected figure in the field and a valuable asset to the agency.

Jason Orzechowski is a Director and Investment Counselor in the Ultra-High Net Worth group at Citi Private Bank, bringing over 20 years of experience in the financial services industry. He is responsible for providing guidance to global families and individuals on asset allocation decisions, capital markets strategies and risk management strategies. In addition, Jason was selected to the Citi Investment Education Committee with a specialized focus on Industry Trends.