Team
Wealth Management Expertise
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.
The Clarfeld Group
Mid-Atlantic
Dominique DuMouchel
Senior Private Wealth Advisor
Fort Washington, Pennsylvania
James Marks, CFP®, CWS®
Senior Private Wealth Advisor
Pittsburgh, Pennsylvania
Douglas Moxham, CFP®
Senior Private Wealth Advisor
Philadelphia, Pennsylvania
The Clarfeld Group
New England
Chris Falzone, LLM
Senior Private Wealth Advisor
Providence, Rhode Island
William Ford, CWS®
Senior Private Wealth Advisor
Providence, Rhode Island
Karen Johnston, CWS®
Senior Private Wealth Advisor
Westwood, Massachusetts
Sean McMullen
Private Wealth Advisor
Portsmouth, New Hampshire
Jennifer Votano, CFA®, CFP®
Senior Private Wealth Advisor
Boston, Massachusetts
The Clarfeld Group
New York Metro
Paul Arbeit, CFP®
Senior Private Wealth Advisor
Tarrytown, New York
Mike Brennan, CFP®, ChFC®, CLU®
Director of Financial Planning Operations
Tarrytown, New York
Gianni DiFroscia, CFP®
Private Wealth Advisor
Tarrytown, New York
Joe Dionisio, CFP®
Advanced Tax & Estate Planning Advisor
Tarrytown, New York
Brian Furleiter, CFP®
Financial Planning Advisor
Tarrytown, New York
Dan Grijalva, CFP®
Senior Private Wealth Advisor
Tarrytown, New York
Evelyn Pepe, CFP®, CDFA®
Senior Private Wealth Advisor
Tarrytown, New York
Nick Pirrotta, CFP®
Senior Private Wealth Advisor
Tarrytown, New York
Frank Sisti, CFP®
Senior Private Wealth Advisor
Tarrytown, New York
The Clarfeld Group
West Coast
Thomas Beaty, CFP®
Senior Private Wealth Advisor
San Francisco, California
Moira McGlynn, CFP®
Senior Private Wealth Advisor
San Francisco, California
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. (“CBNA”). For deposit products, Member FDIC.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) in the U.S., which it authorizes use of, by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
† Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”) or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens.
SECURITIES, INVESTMENTS AND INSURANCE PRODUCTS ARE SUBJECT TO RISK, INCLUDING PRINCIPAL AMOUNT INVESTED, AND ARE:
· NOT FDIC INSURED · NOT BANK GUARANTEED · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY · MAY LOSE VALUE