Maureen has been with Clarfeld | Citizens Private Wealth, formerly Citizens Private Bank & Trust...
Read moreAs an Investment Manager, Corey provides investment advisory and financial planning services...
Read moreAs Director of Trust Services and Chief Fiduciary Officer, Joannie brings over 30 years ...
Read moreLaura joined the Citizens team over 16 years ago; initially she worked in the retail branches servicing ...
Read moreKeith is responsible for engaging with high net worth individuals and their families to provide...
Read moreLaurie is a Wealth Advisor for Clarfeld and her current focus is on providing comprehensive...
Read moreCharles is an accomplished financial advisor and results-orientated leader. Charles brings over 25 years of...
Read moreRyan recently joined Clarfeld | Citizens Private Wealth to serve as a Trust Officer. In this role...
Read moreKevin recently joined Clarfeld | Citizens Private Wealth (CCPW) to serve as a Senior Trust Officer. ...
Read moreAs a Wealth Advisor, Rafael carries extensive experience in financial planning, banking, and...
Read moreAs a Private Wealth Advisor, Jennifer advises high-net-worth families on comprehensive financial planning, which...
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.