Our People - Southern New England

Sonia  Andrianopoulos

Sonia Andrianopoulos

Wealth Advisor

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

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Theresa A. Cavalier

Theresa A. Cavalier

Wealth Advisor

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

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Philip A. Crawford Jr.

Philip A. Crawford Jr.

Fixed Income Portfolio Manager

Philip brings over twenty (20) years of financial services experience with eleven (11) years in institutional fixed income sales and trading. ...

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Christopher Falzone

Christopher Falzone

Private Wealth Advisor

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

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Danielle Fleet

Danielle Fleet

Senior Trust Officer

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

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William Ford

William Ford

Regional Director- Southern NE

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

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Khane Goodson

Khane Goodson

Wealth Advisor

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

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Jeffrey Hanna

Jeffrey Hanna

Investment Manager

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

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Karen Johnston

Karen Johnston

Private Wealth Advisor

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

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Jack Keleshian

Jack Keleshian

Director of Client Services

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

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Francisco Munoz

Francisco Munoz

Wealth Advisor

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

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Les Satlow

Les Satlow

Investment Manager

As an Investment Manager, Les has 15 years of industry experience with a focus on...

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Matthew J. Smith

Matthew J. Smith

Investment Manager

As an investment manager, Matt has over 15 years of investment experience with a focus...

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*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.