Sonia first worked for Citizens Bank from 2011 to 2016 and re-joined Citizens Private Wealth in 2020. ...
Read moreAs a Wealth Advisor for the New England South Team, Theresa advises high-net-worth...
Read morePhilip brings over twenty (20) years of financial services experience with eleven (11) years in institutional fixed income sales and trading. ...
Read moreAs a Private Wealth Advisor in our Rhode Island and Connecticut markets, Chris has over...
Read moreDanielle joined Clarfeld | Citizens Private Wealth, formerly Citizens Private Wealth Management...
Read moreWilliam helps design innovative solutions to meet the complex needs of high-net-worth individuals, families, and...
Read moreKhane joined Citizens Bank in 2013 and later joined Clarfeld|Citizens Private Wealth in 2020....
Read moreAs an Investment Manager, Jeff provides investment and advisory services to individuals, corporations, and foundations.Jeff...
Read moreKaren focuses on financial planning, investments, retirement and tax planning as well as trust and...
Read moreAs a Director of Client Services, Jack coordinates and manages the wealth and financial affairs...
Read moreFrancisco recently joined Clarfeld | Citizens Private Wealth as a Wealth Advisor. He brings over 10...
Read moreAs an Investment Manager, Les has 15 years of industry experience with a focus on...
Read moreAs an investment manager, Matt has over 15 years of investment experience with a focus...
Read more*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, nor membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Clarfeld is engaged, or continues to be engaged, to provide investment advisory services.