Our People - Philadelphia, PA

Peter Bowman

Peter Bowman

Regional Director – Mid-Atlantic | Mid-West

Peter started as a Regional Director for Clarfeld in 2020 and he specializes in helping both family-...

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Peter Carnathan

Peter Carnathan

Private Wealth Advisor

Peter has over 25 years of wealth management advisor experience and has held leadership positions...

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Jillian M. Golden

Jillian M. Golden

Senior Trust Officer

Jillian recently joined Clarfeld | Citizens Private Wealth to serve as a Senior Trust Officer. In this role...

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Paul Hagen

Paul Hagen

Investment Manager

Paul is responsible for the investment management and financial planning for high-net-worth...

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W. Todd Jones

W. Todd Jones

W. Todd has over 17 years of industry experience with a primary focus on banking lending and...

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Michael K. McCourt

Michael K. McCourt

Investment Manager

Mike recently joined Clarfeld | Citizens Private Wealth to serve as an Investment Manager. In his role, ...

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Douglas Moxham

Douglas Moxham

Private Wealth Advisor

As a Private Wealth Advisor, Doug brings 35 years of experience to Clarfeld |Citizens Private...

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Jesse Pantano

Jesse Pantano

Private Wealth Advisor

Jesse has over 18 years of wealth management experience. Prior to joining Clarfeld Jesse worked...

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Joseph Perna

Joseph Perna

Private Wealth Advisor

As a Private Wealth Advisor, Joseph provides guidance while working with families...

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Martina  Pfeuffer

Martina Pfeuffer

Financial Planning Associate

As a Financial Planning Associate, Martina carries with her over 15 years of industry experience...

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*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.