Our People - Southern New England

Gledia Agolli

Gledia Agolli

Wealth Advisor

As a Wealth Advisor, Gledia services the New England region with a focus in investments, lending...

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Sonia  Andrianopoulos

Sonia Andrianopoulos

Wealth Advisor

Sonia first worked for Citizens Bank from 2011 to 2016 and re-joined Citizens Private Wealth in 2020. ...

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Theresa Cavalier

Theresa Cavalier

Wealth Advisor

As a Wealth Advisor for the New England South Team, Theresa advises high-net-worth...

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Christopher Falzone

Christopher Falzone

Private Wealth Advisor

As a Private Wealth Advisor in our Rhode Island and Connecticut markets, Chris has over...

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Danielle Fleet

Danielle Fleet

Senior Trust Officer

Danielle joined Clarfeld | Citizens Private Wealth, formerly Citizens Private Wealth Management...

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William Ford

William Ford

Regional Director- Southern NE

William helps design innovative solutions to meet the complex needs of high-net-worth individuals, families, and...

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Khane Goodson

Khane Goodson

Wealth Advisor

Khane joined Citizens Bank in 2013 and later joined Clarfeld|Citizens Private Wealth in 2020....

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Jeffrey Hanna

Jeffrey Hanna

Investment Manager

As an Investment Manager, Jeff provides investment and advisory services to individuals, corporations, and foundations.Jeff...

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Karen Johnston

Karen Johnston

Private Wealth Advisor

Karen focuses on financial planning, investments, retirement and tax planning as well as trust and...

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Jack Keleshian

Jack Keleshian

Director of Client Services

As a Director of Client Services, Jack coordinates and manages the wealth and financial affairs...

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Francisco Munoz

Francisco Munoz

Wealth Advisor

Francisco recently joined Clarfeld | Citizens Private Wealth as a Wealth Advisor. He brings over 10...

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