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...

Sarina joined Clarfeld as an intern in 2007. Upon graduating from Seton Hall in 2014,...

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...

Suzanne currently manages the Cash Management department which encompasses a wide array of Family Office...

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 serves as the Director of Investment Services and Chief Investment Officer at Clarfeld...

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...

Cindy leads the company's tax services practice. In this role, she provides comprehensive tax planning...

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....

Adriana joined Clarfeld in 2018. She works closely with Clarfeld’s most senior advisors and is...

Jose leads the Advanced Tax and Estate Planning division and the Personal Financial Planning practice....

As Director of Fixed Income Investments, Scott brings over 35 years of experience working in...

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 Ruffalo joined Clarfeld as a Senior Portfolio Strategist in 2015. Prior to joining the...

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...