Our People - New York Metro

As a Senior Wealth Advisor, Paul has built his career at Clarfeld since joining the firm...

Daniel has focused on providing accounting, tax, and advisory services to high-net worth individuals and their businesses...

Sean is a Senior Clarfeld Wealth Advisor. Sean’s primary focus is providing investment advisory and financial planning services...

Michael joined Clarfeld in 2004 and oversees all aspects of personal financial planning, estate planning,...

Rob founded the company in 1981 in New York City. A CPA with a keen...

Doug has been with Clarfeld | Citizens Private Wealth, formerly Citizens Bank, NA, since 2005 ...

Donna directs the firm's estates and trust tax practice and has extensive experience counseling corporate...

Tom has been an integral part of the tax department since joining Clarfeld in 2015....

John has been helping clients with tax and other financial matters for more than 28 years. ...

Gianni joined Clarfeld in 2012 and achieved his Certified Financial Planner (CFP®) designation in May...

Sandy joined Clarfeld in 2002 and is a Senior Tax Advisor. She earned a master's degree...

Brian joined Clarfeld in 2017 and handles all aspects of personal financial planning, estate planning,...

George is Director of Institutional Services and a member of the firm's Investment Policy Committee ...

Dan is one of our most seasoned advisors. He handles all aspects of personal financial planning and ...

Michael, recently ranked on Forbes America’s Top Next-Gen Wealth Advisors for 2021, serves as the Director of...

Peter brings 30 years of field experience educating high-net-worth clients on how they can incorporate...

An attorney and a seasoned tax advisor, Korey has been providing sophisticated and comprehensive tax...

Victor joined Clarfeld in 1991. With more than 30 years of experience in the technology...

As a Senior Financial Planner, Kait advises high-net-worth families on comprehensive financial planning, which includes...

Evelyn joined Clarfeld in 2010. Her primary responsibilities include managing all aspects of personal financial...

Nick joined Clarfeld in 2005 and achieved his Certified Financial Planner (CFP®) designation in 2012....

Jose leads Personal Financial Planning, Advanced Tax and Estate Planning/Trust Services at Clarfeld Citizens Private Wealth....

Nelson's primary focus is working with financial advisors to develop strategies for clients that protect...

Lizbeth specializes in providing accounting, auditing, and tax services to closely held and family-owned business...

Matt joined Clarfeld in early 2015 and is currently the Head of Investment Solutions ...

Anthony joined Clarfeld in 1994 and is Director of Investment Operations. He is responsible for...

Frank joined Clarfeld in 1998. He specializes in working with those families and individuals with...

Since joining Clarfeld in 1992, as the number of wealthy family and executive clients grew...

Rick serves as the Chief Executive Officer of Clarfeld | Citizens Private Wealth, overseeing all aspects...

Toby brings over 15 years of experience working in fixed-income markets, with a focus on trading and...

Rob is the Chief Operating Officer at Clarfeld | Citizens Private Wealth, where he runs the...

Daniel brings nearly ten years of experience managing federal and state tax issues to his...

Tameka, recently recognized on the Black CPA Centennial 40 under 40 list, started as a Tax Advisor...