Sonia first worked for Citizens Bank from 2011 to 2016 and re-joined Citizens Private Wealth in 2020. ...
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As a Wealth Advisor for the New England South Team, Theresa advises high-net-worth...
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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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As a Private Wealth Advisor in our Rhode Island and Connecticut markets, Chris has over...
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Danielle joined Clarfeld | Citizens Private Wealth, formerly Citizens Private Wealth Management...
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William helps design innovative solutions to meet the complex needs of high-net-worth individuals, families, and...
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Khane joined Citizens Bank in 2013 and later joined Clarfeld|Citizens Private Wealth in 2020....
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As an Investment Manager, Jeff provides investment and advisory services to individuals, corporations, and foundations.Jeff...
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Karen focuses on financial planning, investments, retirement and tax planning as well as trust and...
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As a Director of Client Services, Jack coordinates and manages the wealth and financial affairs...
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Francisco recently joined Clarfeld | Citizens Private Wealth as a Wealth Advisor. He brings over 10...
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As an Investment Manager, Les has 15 years of industry experience with a focus on...
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As 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.