In the News Archives

Joy Soodik discusses Clarfeld’s 10 years of experience employing colleagues on the Autism Spectrum

Our Chief Administrative Officer and Chief Compliance Officer, Joy Soodik, is interviewed by Yes She [...]

5 Ways To Manage Risk For Optimal Returns In 2020

Our Director of Trust Services, Joan Bozek, shares the importance of personal risk management. View [...]

Can Working From Your Vacation Home Lower Your State Taxes?

Our Executive Chairman, Rob Clarfeld, discusses factors many people consider when changing their domicile. He [...]

4 Factors to Consider Before Making Your Second Home Your Domicile

Senior Managing Director, Donna Cuiffo states "While it may have been an easy decision to change [...]

Clarfeld Ranked Among Barron’s Top 100 RIA Firms in America

Barron’s has given us the honorable recognition as one of the “Top 100 RIA Firms” [...]

Now’s The Time To Take Advantage of Transferring Or Selling Assets

Cindy Ostrager, Director of Tax at Clarfeld Citizens Private Wealth, shares insight with Financial Advisor [...]

Rob Clarfeld Ranked in Forbes 2020 “America’s Top Wealth Advisors List

Forbes magazine has named Rob Clarfeld, Founder and Executive Chairman of Clarfeld Citizens Private Wealth, [...]

Clarfeld Named to Financial Advisor Magazine’s Annual Top RIA Ranking

Clarfeld is honored to share that we have been ranked #88 in Financial Advisor Magazine’s [...]

CIO, Michael Han’s Featured in MarketWatch

Our CIO, Michael Hans discusses moving markets with Joy Wiltermuth and Mark Decambre of MarketWatch [...]

Michael Hans Joins Discussions on Yahoo Finance’s: The First Trade

Michael Hans, CIO at Clarfeld Citizens Private Wealth, joins Yahoo Finance’s The First Trade with [...]

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