As a Private Wealth Advisor, Doug brings 35 years of experience to Clarfeld |Citizens Private Wealth. In his role, Doug provides tailored wealth management solutions to high-net-worth individuals and their families. He brings ideas and resources that not only benefit the client, but address the family’s financial needs in the areas of trust administration, estate and financial planning, investments, and private banking. In addition, he works closely with business owners providing corporate cash and short-term investment solutions as well as guiding them through the business succession planning process.
Prior to joining Clarfeld, Doug was with PNC Bank and managed high-net-worth relationships in their Wealth Management division. He also spent time with Merrill Lynch as a financial advisor.
Doug earned a CFP; MBA in Finance from New York University and a BS in Business Administration from Washington & Lee University.
As a resident of New Jersey, Doug enjoys the Jersey Shore, playing golf and is an avid sports fan. He enjoys spending time with his wife, two sons and their two husky dogs.