Citizens Private Wealth logo

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.

Find Citizens Private Wealth employees' phone numbers or email addresses

Citizens Private Wealth Global Highlights

Location
Employees

North America
247

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  • United States Of America
    247

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    2

Citizens Private Wealth's Leadership

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    F. K.
    Chief Executive Officer
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    C. C.
    Vice President Private Wealth Advisor
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    S. M.
    Vice President - Senior Wealth Advisor
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    W. C.
    Managing Partner
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    P. H.
    Senior Vice President - Senior Investment Manager
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    L. M.
    Senior Project Manager, Assistant Vice President
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    C. W.
    Assistant Vice President Tax
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    J. M.
    Senior Clarfeld Advisor, Svp
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Citizens Private Wealth Employee Metrics

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

Contact profiles from Citizens Private Wealth

Name
Title
Contact Info
Location
Last Update
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    M. R.
    Investments
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    Oct 17, 2024
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    M. B.
    Wealth Management Advisor
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    Jun 08, 2026
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    R. K.
    Private Wealth Advisor
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    Oct 21, 2024
  • Stylized image of a person
    V. M.
    Wealth Strategists And Financial Confidantes
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    Oct 23, 2024
  • Stylized image of a person
    D. L.
    Assistant Vice President, Trust Officer - Fiduciary Services
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    Oct 18, 2025
  • Stylized image of a person
    T. W.
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Frequently Asked Questions

What is Citizens Private Wealth known for?

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Citizens Private Wealth was founded in 1828 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Citizens Private Wealth's company overview page for more information.

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

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

How many employees does Citizens Private Wealth have currently?

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Citizens Private Wealth has approximately 222 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Chief Executive Officer: F. K.
  • Vice President Private Wealth Advisor: C. C.
  • Vice President - Senior Wealth Advisor: S. M.
  • Managing Partner: W. C.
  • Senior Vice President - Senior Investment Manager: P. H.

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