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