What departments does Clarfeld | Citizens Private Wealth have?

Clarfeld | Citizens Private Wealth has employees across 4 departments including Finance, Solutions Engineering, Program & Project Management, Analytics.

What is the largest department at Clarfeld | Citizens Private Wealth?

The largest department at Clarfeld | Citizens Private Wealth is Finance with 8 employees.

Where are Clarfeld | Citizens Private Wealth employees located globally?

Clarfeld | Citizens Private Wealth has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Clarfeld | Citizens Private Wealth's team size changed over time?

Clarfeld | Citizens Private Wealth's team has decreased from approximately 212 to 196 employees based on available data.

Clarfeld | Citizens Private Wealth Employee Directory

Financial ServicesRhode Island, United States201-500 Employees

Citizens Private Wealth, also operating as Citizens Wealth Management (in some instances DBA Citizens Private Wealth), is a wealth-management division within Citizens Financial Group, one of the oldest and largest financial institutions in the United States. Based in Providence, Rhode Island, it serves wealthy individuals and families by providing a multi-disciplinary suite of wealth-management services designed to consolidate expertise in one firm. The division offers securities, insurance, brokerage, and investment advisory services through affiliated entities, with banking products and trust services available through Citizens Bank. As part of a long-established financial services group, the organization emphasizes a client-centric approach aimed at addressing complex financial planning needs for its affluent clients. In mid-2026, Citizens Bank announced the appointment of Chris Emerson as Head of Investor Relations, effective August 1, 2026, reflecting ongoing leadership developments within the parent company.

Clarfeld | Citizens Private Wealth Global Highlights

North America
246

United States Of America
246

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Clarfeld | Citizens Private Wealth's Leadership

R. S.
Chief Executive Officer
Mobile Phone
Email
F. K.
Chief Executive Officer
Mobile Phone
Email
M. H.
Chief Investment Officer
Mobile Phone
Email
S. A.
Vice President Of Private Wealth Management
Mobile Phone
Email
C. M.
Vp Senior Tax Manager
Mobile Phone
Email
D. R.
Vp Private Wealth Manager
Mobile Phone
Email
M. A. B.
Vice President & Senior Trust Officer
Mobile Phone
Email
J. J.
Vice President At Clarfeld Citizens Private Wealth Aif
Mobile Phone
Email

Clarfeld | Citizens Private Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Business
Entrepreneurship
Other

Contact profiles from Clarfeld | Citizens Private Wealth

Name

Title

Contact Info

Location

Last Update

M. H.
Chief Investment Officer
Mobile Phone
Email
United StatesNew York
Jul 23, 2024
R. S.
Chief Executive Officer
Mobile Phone
Email
United StatesNew York
Apr 15, 2026
I. M.
Experience Owner
Mobile Phone
Email
United StatesMassachusetts
Aug 08, 2023
B. R.
Deputy Chief Compliance Officer
Mobile Phone
Email
United StatesNew York
Apr 17, 2026
D. C.
Partner
Mobile Phone
Email
United StatesNew York
Mar 27, 2024
F. K.
Chief Executive Officer
Mobile Phone
Email
Oct 17, 2024
W. C.
Managing Partner
Mobile Phone
Email
Oct 21, 2024
J. B.
Vice President, Private Wealth Advisor
Mobile Phone
Email
United StatesPennsylvania
Jan 29, 2026
J. S.
Investment Strategy & Solutions Head
Mobile Phone
Email
United StatesNew York
Feb 19, 2026
C. S.
Vice President
Mobile Phone
Email
United StatesNew York
Jun 04, 2025

Frequently Asked Questions

What is Clarfeld | Citizens Private Wealth known for?

Clarfeld | Citizens Private Wealth was founded in 1828 operates in the Financial Services industry. The company's main headquarters is located in Providence, Rhode Island United States; you can contact the main corporate office by phone at

+1-914-846-****

. Explore Clarfeld | Citizens Private Wealth's company overview page for more information.

What is Clarfeld | Citizens Private Wealth's most common email format?

Clarfeld | Citizens Private Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clarfeld | Citizens Private Wealth email formats with LeadIQ.

How many employees does Clarfeld | Citizens Private Wealth have currently?

Clarfeld | Citizens Private Wealth has approximately 219 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Clarfeld | Citizens Private Wealth's key employees and leadership?

As of June 2026, Clarfeld | Citizens Private Wealth's key employees include:

Chief Executive Officer: R. S.
Chief Executive Officer: F. K.
Chief Investment Officer: M. H.
Vice President Of Private Wealth Management: S. A.
Vp Senior Tax Manager: C. M.

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Clarfeld | Citizens Private Wealth Employee Directory

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