What departments does Citizens Private Wealth have?

Citizens Private Wealth has employees across 7 departments including Entrepreneurship, Finance, Program & Project Management, Analytics, Consultant.

What is the largest department at Citizens Private Wealth?

The largest department at Citizens Private Wealth is Finance with 5 employees.

Where are Citizens Private Wealth employees located globally?

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 Citizens Private Wealth's team size changed over time?

Citizens Private Wealth's team has decreased from approximately 212 to 211 employees based on available data.

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.

Citizens Private Wealth Global Highlights

North America
236

United States Of America
236

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Citizens Private Wealth's Leadership

F. K.
Chief Executive Officer
Mobile Phone
Email
S. M.
Vice President - Senior Wealth Advisor
Mobile Phone
Email
W. C.
Managing Partner
Mobile Phone
Email
P. H.
Senior Vice President - Senior Investment Manager
Mobile Phone
Email
L. M.
Senior Project Manager, Assistant Vice President
Mobile Phone
Email
C. W.
Assistant Vice President Tax
Mobile Phone
Email
J. M.
Senior Clarfeld Advisor, Svp
Mobile Phone
Email
J. K.
Assistant Vice President Investment And Strategy Analyst
Mobile Phone
Email

Citizens Private Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Accounting
Business
Entrepreneurship
Other
Analytics

Contact profiles from Citizens Private Wealth

Name

Title

Contact

Location

Last Update

M. B.
Wealth Management Advisor
Mobile Phone
Email
Jun 08, 2026
R. K.
Private Wealth Advisor
Mobile Phone
Email
Oct 21, 2024
V. M.
Wealth Strategists And Financial Confidantes
Mobile Phone
Email
Oct 23, 2024
D. L.
Assistant Vice President, Trust Officer - Fiduciary Services
Mobile Phone
Email
Oct 18, 2025
T. W.
Mobile Phone
Email

Frequently Asked Questions

What is Citizens Private Wealth known for?

Citizens 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.

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

Citizens 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.

How many employees does Citizens Private Wealth have currently?

Citizens Private Wealth has approximately 222 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

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

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

Chief Executive Officer: F. K.
Vice President - Senior Wealth Advisor: S. M.
Managing Partner: W. C.
Senior Vice President - Senior Investment Manager: P. H.
Senior Project Manager, Assistant Vice President: L. M.

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Citizens Private Wealth Employee Directory

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