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Citizens Private Wealth Employee Directory

Financial ServicesRhode Island, United States201-500 Employees

Citizens Private Wealth has about 221 employees, nearly all of them in North America. Banking and Community & Social Services make up over half of the profiles with a known department. Citizens Private Wealth's workforce spans 7 departments.

Find Citizens Private Wealth employees' phone numbers or email addresses

Citizens Private Wealth Global Highlights

Location
Employees

North America
238

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  • United States Of America
    238

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Citizens Private Wealth's Leadership

  • Chief Executive Officer at Citizens Private Wealth
    F. K.
    Chief Executive Officer
    Mobile Phone
  • Vice President - Senior Wealth Advisor at Citizens Private Wealth
    S. M.
    Vice President - Senior Wealth Advisor
    Mobile Phone
  • Managing Director at Citizens Private Wealth
    G. G.
    Managing Director
    Mobile Phone
  • Managing Director at Citizens Private Wealth
    P. F.
    Managing Director
    Mobile Phone
  • Managing Partner at Citizens Private Wealth
    W. C.
    Managing Partner
    Mobile Phone
  • Assistant Vice President, Trust Officer - Fiduciary Services at Citizens Private Wealth
    D. L.
    Assistant Vice President, Trust Officer - Fiduciary Services
    Mobile Phone
  • Senior Project Manager, Assistant Vice President at Citizens Private Wealth
    L. M.
    Senior Project Manager, Assistant Vice President
    Mobile Phone
  • Assistant Vice President Tax at Citizens Private Wealth
    C. W.
    Assistant Vice President Tax
    Mobile Phone

Citizens Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Entrepreneurship
  • Other
  • Analytics

Banking is the largest department at 91% of profiles with a known department, followed by Community & Social Services (3%) and Accounting (2%).

Contact profiles from Citizens Private Wealth

Name
Title
Contact
Location
Last Update
  • Chief Executive Officer at Citizens Private Wealth
    F. K.
    Chief Executive Officer
    Mobile Phone
    Oct 17, 2024
  • Managing Director at Citizens Private Wealth
    G. G.
    Managing Director
    Mobile Phone
    Jun 03, 2026
  • Managing Director at Citizens Private Wealth
    P. F.
    Managing Director
    Mobile Phone
    Oct 18, 2024
  • Managing Partner at Citizens Private Wealth
    W. C.
    Managing Partner
    Mobile Phone
    Oct 21, 2024
  • Assistant Vice President, Trust Officer - Fiduciary Services at Citizens Private Wealth
    D. L.
    Assistant Vice President, Trust Officer - Fiduciary Services
    Mobile Phone
    Oct 18, 2025
  • Senior Project Manager, Assistant Vice President at Citizens Private Wealth
    L. M.
    Senior Project Manager, Assistant Vice President
    Mobile Phone
    Bay
    Jun 27, 2026
  • Assistant Vice President Tax at Citizens Private Wealth
    C. W.
    Assistant Vice President Tax
    Mobile Phone
    Oct 23, 2024
  • Senior Clarfeld Advisor, Svp at Citizens Private Wealth
    J. M.
    Senior Clarfeld Advisor, Svp
    Mobile Phone
    Apr 19, 2024
  • Assistant Vice President Investment And Strategy Analyst at Citizens Private Wealth
    J. K.
    Assistant Vice President Investment And Strategy Analyst
    Mobile Phone
    Oct 17, 2024
  • Vice President, Investment Advisory & Financial Planning Services at Citizens Private Wealth
    K. O.
    Vice President, Investment Advisory & Financial Planning Services
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What are the largest departments at Citizens Private Wealth?

Minus sign iconPlus sign iconBanking is the largest department at 91% of profiles with a known department, followed by Community & Social Services (3%) and Accounting (2%). Citizens Private Wealth's workforce spans 7 departments.

How many employees does Citizens Private Wealth have currently?

Minus sign iconPlus sign iconCitizens Private Wealth has approximately 221 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

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

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As of October 2026, Citizens Private Wealth's key employees include:

  • Chief Executive Officer: F. K.
  • Vice President - Senior Wealth Advisor: S. M.
  • Managing Director: G. G.
  • Managing Director: P. F.
  • Managing Partner: W. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

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

Minus sign iconPlus sign iconCitizens Private Wealth employees' email format typically follows the pattern of First@clarfeld.com. Trying to find reliable and up-to-date employee contact data? Find more Citizens Private Wealth email formats with LeadIQ.

What is Citizens Private Wealth known for?

Minus sign iconPlus sign iconCitizens Private Wealth was founded in 1828 and operates in the Financial Services industry. You can contact Citizens Private Wealth's main corporate office by phone at
+1-914-846-****
. Explore Citizens Private Wealth's company overview page for more information.

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