As a Senior Wealth Advisor, Paul has built his career at Clarfeld since joining the firm...
Read moreDaniel has focused on providing accounting, tax, and advisory services to high-net worth individuals and their businesses...
Read moreSean is a Senior Clarfeld Wealth Advisor. Sean’s primary focus is providing investment advisory and financial planning services...
Read moreMichael joined Clarfeld in 2004 and oversees all aspects of personal financial planning, estate planning,...
Read moreRob founded the company in 1981 in New York City. A CPA with a keen...
Read moreDoug has been with Clarfeld | Citizens Private Wealth, formerly Citizens Bank, NA, since 2005 ...
Read moreDonna directs the firm's estates and trust tax practice and has extensive experience counseling corporate...
Read moreTom has been an integral part of the tax department since joining Clarfeld in 2015....
Read moreJohn has been helping clients with tax and other financial matters for more than 28 years. ...
Read moreGianni joined Clarfeld in 2012 and achieved his Certified Financial Planner (CFP®) designation in May...
Read moreSandy joined Clarfeld in 2002 and is a Senior Tax Advisor. She earned a master's degree...
Read moreBrian joined Clarfeld in 2017 and handles all aspects of personal financial planning, estate planning,...
Read moreGeorge is Director of Institutional Services and a member of the firm's Investment Policy Committee ...
Read moreDan is one of our most seasoned advisors. He handles all aspects of personal financial planning and ...
Read moreMichael, recently ranked on Forbes America’s Top Next-Gen Wealth Advisors for 2021, serves as the Director of...
Read morePeter brings 30 years of field experience educating high-net-worth clients on how they can incorporate...
Read moreAn attorney and a seasoned tax advisor, Korey has been providing sophisticated and comprehensive tax...
Read moreVictor joined Clarfeld in 1991. With more than 30 years of experience in the technology...
Read moreAs a Senior Financial Planner, Kait advises high-net-worth families on comprehensive financial planning, which includes...
Read moreEvelyn joined Clarfeld in 2010. Her primary responsibilities include managing all aspects of personal financial...
Read moreNick joined Clarfeld in 2005 and achieved his Certified Financial Planner (CFP®) designation in 2012....
Read moreJose leads Personal Financial Planning, Advanced Tax and Estate Planning/Trust Services at Clarfeld Citizens Private Wealth....
Read moreNelson's primary focus is working with financial advisors to develop strategies for clients that protect...
Read moreLizbeth specializes in providing accounting, auditing, and tax services to closely held and family-owned business...
Read moreMatt joined Clarfeld in early 2015 and is currently the Head of Investment Solutions ...
Read moreAnthony joined Clarfeld in 1994 and is Director of Investment Operations. He is responsible for...
Read moreFrank joined Clarfeld in 1998. He specializes in working with those families and individuals with...
Read moreSince joining Clarfeld in 1992, as the number of wealthy family and executive clients grew...
Read moreRick serves as the Chief Executive Officer of Clarfeld | Citizens Private Wealth, overseeing all aspects...
Read moreToby brings over 15 years of experience working in fixed-income markets, with a focus on trading and...
Read moreRob is the Chief Operating Officer at Clarfeld | Citizens Private Wealth, where he runs the...
Read moreDaniel brings nearly ten years of experience managing federal and state tax issues to his...
Read moreTameka, recently recognized on the Black CPA Centennial 40 under 40 list, started as a Tax Advisor...
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