Our People - Southern New England

As a Wealth Advisor, Gledia services the New England region with a focus in investments, lending...

Sonia first worked for Citizens Bank from 2011 to 2016 and re-joined Citizens Private Wealth in 2020. ...

As a Wealth Advisor for the New England South Team, Theresa advises high-net-worth...

As a Private Wealth Advisor in our Rhode Island and Connecticut markets, Chris has over...

Danielle joined Clarfeld | Citizens Private Wealth, formerly Citizens Private Wealth Management...

William helps design innovative solutions to meet the complex needs of high-net-worth individuals, families, and...

Khane joined Citizens Bank in 2013 and later joined Clarfeld|Citizens Private Wealth in 2020....

As an Investment Manager, Jeff provides investment and advisory services to individuals, corporations, and foundations.Jeff...

Karen focuses on financial planning, investments, retirement and tax planning as well as trust and...

As a Director of Client Services, Jack coordinates and manages the wealth and financial affairs...

Francisco recently joined Clarfeld | Citizens Private Wealth as a Wealth Advisor. He brings over 10...