Please join us in welcoming, Paul Casey, the new Head of Wealth at Citizens. Paul will lead the bank's Private Wealth and Citizens Wealth Management organizations, serving the needs of our mass affluent, affluent, high-net-worth, and ultra-high-net-worth clients. Based in New York, Paul will report to Brendan Coughlin, Vice Chair and Head of Consumer Banking. Learn more here: http://spr.ly/604994uOV
About us
Citizens Private Wealth is a division of Citizens Financial Group, Inc. (NYSE CFG) - one of the oldest and largest financial institutions in the United States. We provide extraordinary service and forge lasting client relationships delivering clients best-in-class products, services, and capabilities. We are a trusted source to help wealthy individuals and families solve complex financial planning issues. Our multi-disciplined approach to family wealth management consolidates all the expertise and services you need in one firm. Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. Securities, Investments and Insurance Products are subject to risk, including principal amount invested, and are: *NOT FDIC INSURED *NOT BANK GUARANTEED *NOT A DEPOSIT *NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY *MAY LOSE VALUE
- Website
-
http://www.citizensbank.com/privatewealth
External link for Citizens Private Wealth
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Providence, RI
- Type
- Public Company
- Founded
- 1828
- Specialties
- Investment Management, Financial Planning, Multi Family Office Services, Estate and Trust Planning, Retirement Planning, Risk Management, Insurance and Asset Protection, and Wealth Management
Locations
-
Primary
Get directions
Providence, RI, US
Employees at Citizens Private Wealth
Updates
-
Chairman and CEO Bruce Van Saun joined Bloomberg Markets to highlight the growth across Citizens Private Bank and momentum around our strategic initiatives in recruiting new cohorts of financial wealth advisors dedicated to delivering unparalleled service. He shares, “We’re also acquiring some wealth advisors. We did a lift out of a wealth team in San Francisco, we just announced another team coming in from Boston, so we want to have more choice to the customers in terms of wealth options.” Watch now: http://spr.ly/60425cTep #PrivateWeath #WealthManagement #PrivateBanking
-
-
We are thrilled to continue to build on our momentum at Citizens Private Wealth as we welcome our newest Boston-based team of advisors led by Brian Nagle. Brian, Managing Director, has been named by Forbes as a Best-in-State Wealth Advisor since 2020. He will lead the nationally recognized team of seasoned wealth professionals, who bring extensive wealth management experience to Citizens. “We are excited to add another nationally recognized wealth team to our growing Citizens Private Wealth portfolio, serving Boston’s ultra-high-net-worth clients. Brian and his team have a proven reputation for delivering first-class service to help clients protect and grow their wealth.” said Thomas Metzger, SVP, Private Wealth Management at Citizens. Please join us in welcoming them!
-
-
Citizens Private Wealth Chief Investment Officer Michael Hans, CFA shared insights with MarketWatch on the Federal Reserve reinforcing the link between data reflecting inflation deceleration pressures and interest rate cuts. Read his full commentary here: http://spr.ly/6046jsvxC #PrivateWealth #WealthManagement
-
-
We're excited to continue the momentum at Citizens Private Wealth welcoming our new team of advisors led by Richard (Rick) Gordon, Hugh Beecher and Drew Curto, CFP®. “The Citizens platform is designed for high-caliber wealth managers like Rick, Hugh and Drew who are dedicated to meeting the complex needs of their clients. They bring the level of expertise and experience that is critical as we grow our private wealth practice." shared Thomas Metzger, Head of Private Wealth Managers. Read the full article by InvestmentNews here: http://spr.ly/6041jJkyJ. #PrivateWealth #WealthManagement
-
-
A growing team. A shared commitment. We’re excited to welcome our new team led by three extraordinary wealth management experts to Citizens Private Wealth. Senior Managing Director Hugh Beecher, Senior Managing Director Richard (Rick) Gordon and Managing Director Drew Curto, CFP® have all been named by Forbes as America’s Top Wealth Advisors, and each shares our commitment to building meaningful client relationships and delivering exceptional service. Join us in welcoming them to Citizens! #PrivateWealth #WealthManagement
-
-
Please join us in welcoming David Friedman, CFA. David joins our team as an Investment Manager in our Palm Beach office. David brings over 30 years of industry experience, holding a wide array of functional wealth management roles throughout his career. We are thrilled to have you on the team!
-
-
We are pleased to announce that Christopher Adams, CFA has joined our team as an Investment Manager in our Palm Beach office. Chris brings over 14 years of wealth management experience providing investment insights and portfolio management to high- net worth and ultra-high net worth families and institutions. Please join us in welcoming Chris to the team!
-
-
Jose A. Reynoso, Head of Advance Estate and Tax at Clarfeld Citizens Private Wealth, recently sat down with InvestmentNews to discuss the importance of a family governance plan when it comes to #EstatePlanning. Watch the full interview here: http://spr.ly/6047rtNkB #WealthManagement
-
Please join us in welcoming Stephen Delgado to our fixed income team! Stephen joins us as a Managing Director in the New York Metro region. Stephen is a seasoned professional bringing over many years of experience in fixed income trading and portfolio management. #WealthManagement
-