Our People - New York Metro

Paul Arbeit

Paul Arbeit

Senior Clarfeld Wealth Advisor

As a Senior Wealth Advisor, Paul has built his career at Clarfeld since joining the firm...

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Daniel L. Baldessari

Daniel L. Baldessari

Tax Advisor

Daniel has focused on providing accounting, tax, and advisory services to high-net worth individuals and their businesses...

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Sean Brady

Sean Brady

Senior Clarfeld Wealth Advisor

Sean is a Senior Clarfeld Wealth Advisor. Sean’s primary focus is providing investment advisory and financial planning services...

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Michael Brennan

Michael Brennan

Director of Financial Planning Operations

Michael joined Clarfeld in 2004 and oversees all aspects of personal financial planning, estate planning,...

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Robert A. Clarfeld

Robert A. Clarfeld

Executive Chairman

Rob founded the company in 1981 in New York City. A CPA with a keen...

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Sarina Crisci

Sarina Crisci

Family Office Advisor

Sarina joined Clarfeld as an intern in 2007. Upon graduating from Seton Hall in 2014,...

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Donna M. Cuiffo

Donna M. Cuiffo

Chief Financial Officer

Donna directs the firm's estates and trust tax practice and has extensive experience counseling corporate...

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Tom Curley

Tom Curley

Tax Advisor

Tom has been an integral part of the tax department since joining Clarfeld in 2015....

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John M. Danish

John M. Danish

Senior Tax Advisor

John has been helping clients with tax and other financial matters for more than 28 years. ...

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Gianni Difroscia

Gianni Difroscia

Clarfeld Wealth Advisor

Gianni joined Clarfeld in 2012 and achieved his Certified Financial Planner (CFP®) designation in May...

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Suzanne Donohue

Suzanne Donohue

Head of Personal Financial Management Operations

Suzanne currently manages the Cash Management department which encompasses a wide array of Family Office...

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Sandy Fabery

Sandy Fabery

Senior Tax Advisor

Sandy joined Clarfeld in 2002 and is a Senior Tax Advisor. She earned a master's degree...

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Brian Furleiter

Brian Furleiter

Financial Planning Associate

Brian joined Clarfeld in 2017 and handles all aspects of personal financial planning, estate planning,...

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George Gipp

George Gipp

Director of Institutional Services

George is Director of Institutional Services and a member of the firm's Investment Policy Committee ...

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Daniel P. Grijalva

Daniel P. Grijalva

Senior Clarfeld Wealth Advisor

Dan is one of our most seasoned advisors. He handles all aspects of personal financial planning and ...

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Michael Hans

Michael Hans

Chief Investment Officer

Michael serves as the Director of Investment Services and Chief Investment Officer at Clarfeld...

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Peter Holmes

Peter Holmes

Director of Insurance

Peter brings 30 years of field experience educating high-net-worth clients on how they can incorporate...

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Korey Kross

Korey Kross

Director of Personal Financial Management

An attorney and a seasoned tax advisor, Korey has been providing sophisticated and comprehensive tax...

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Victor Leung

Victor Leung

Director of IT

Victor joined Clarfeld in 1991. With more than 30 years of experience in the technology...

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Kait Oliveira

Kait Oliveira

Clarfeld Wealth Advisor

As a Senior Financial Planner, Kait advises high-net-worth families on comprehensive financial planning, which includes...

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Cindy L. Ostrager

Cindy L. Ostrager

Director of Tax

Cindy leads the company's tax services practice. In this role, she provides comprehensive tax planning...

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Evelyn Pepe

Evelyn Pepe

Clarfeld Wealth Advisor

Evelyn joined Clarfeld in 2010. Her primary responsibilities include managing all aspects of personal financial...

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Nicholas Pirrotta

Nicholas Pirrotta

Senior Clarfeld Wealth Advisor

Nick joined Clarfeld in 2005 and achieved his Certified Financial Planner (CFP®) designation in 2012....

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Adriana Pyc

Adriana Pyc

Financial Planning Associate

Adriana joined Clarfeld in 2018. She works closely with Clarfeld’s most senior advisors and is...

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Jose Reynoso

Jose Reynoso

Director of Personal Financial Planning

Jose leads the Advanced Tax and Estate Planning division and the Personal Financial Planning practice....

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Scott Richter

Scott Richter

Fixed Income Investment Director

As Director of Fixed Income Investments, Scott brings over 35 years of experience working in...

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Nelson Rivera

Nelson Rivera

Head of Insurance Operations

Nelson's primary focus is working with financial advisors to develop strategies for clients that protect...

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Lizbeth Rodriguez

Lizbeth Rodriguez

Controller

Lizbeth specializes in providing accounting, auditing, and tax services to closely held and family-owned business...

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Matthew Ruffalo

Matthew Ruffalo

Head of Private Investment Solutions

Matt Ruffalo joined Clarfeld as a Senior Portfolio Strategist in 2015. Prior to joining the...

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Anthony L. Schembri

Anthony L. Schembri

Director of Investment Operations

Anthony joined Clarfeld in 1994 and is Director of Investment Operations. He is responsible for...

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Frank A. Sisti

Frank A. Sisti

Senior Clarfeld Wealth Advisor

Frank joined Clarfeld in 1998. He specializes in working with those families and individuals with...

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Joy M. Soodik

Joy M. Soodik

Chief Administrative Officer

Since joining Clarfeld in 1992, as the number of wealthy family and executive clients grew...

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Rick Suarez

Rick Suarez

Chief Executive Officer

Rick serves as the Chief Executive Officer of Clarfeld | Citizens Private Wealth, overseeing all aspects...

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Toby Tolino

Toby Tolino

Fixed Income Portfolio Manager

Toby brings over 15 years of experience working in fixed-income markets, with a focus on trading and...

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Robert A. Varriano

Robert A. Varriano

Chief Operating Officer

Rob is the Chief Operating Officer at Clarfeld | Citizens Private Wealth, where he runs the...

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Daniel Verona

Daniel Verona

Tax Advisor

Daniel brings nearly ten years of experience managing federal and state tax issues to his...

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