Meet the Team
We are dedicated to providing personalized, client-centric solutions that align with your family’s financial goals. Our trusted team of professionals serve as a central point of contact delivering tailored strategies that help navigate the complexities of wealth management with confidence.
Paul Arbeit, CFP®
Private Wealth Advisor
Tarrytown, New York
Dan Grijalva, CFP®
Private Wealth Advisor
Tarrytown, New York
Nick Pirrotta, CFP®
Private Wealth Advisor
Tarrytown, New York
Matt Ruffalo, CFA®, CFP®
Private Wealth Advisor
Tarrytown, New York
Robert A. Varriano, CFP®, CPA®
Private Wealth Advisor
Tarrytown, New York
Gianni DiFroscia, CFP®
PW Associate Wealth Manager
Tarrytown, New York
Christopher Adams, CFA®
PW Investment Manager
Palm Beach, Florida
Mike Brennan, CFP®, ChFC®, CLU®
Private Wealth Senior Financial Planning Specialist
Tarrytown, New York
Brian Furleiter, CFP®
Senior Financial Planning Specialist
Tarrytown, New York
Frank Albanese
PW Client Associate
Tarrytown, New York
Lydia Ayala
PW Client Associate
Tarrytown, New York
Michael Hoffman
PW Client Associate
Tarrytown, New York
Pedro Ricalo
PW Client Associate
Palm Beach, Florida
Rocco Tripodi
PW Client Associate
Tarrytown, New York
© Citizens Financial Group, Inc. All rights reserved. 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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Advisors holding the CPA designations are not acting in the capacity of a Certified Public Accountant for Citizens. Advisory services may include discussion or information regarding tax planning; however, advice given is not intended to and does not constitute tax advice of any kind. Always consult an attorney or tax professional regarding your specific legal or tax situation. Please note, the designation cannot be placed on a business card.
Citizens Wealth Management (in certain instances d/b/a Citizens Private Wealth) is a division of Citizens Bank, N.A. ("Citizens"). Securities, insurance, brokerage services, and investment advisory services are offered by Citizens Securities, Inc. ("CSI"), a registered broker-dealer (Branch address: One Citizens Bank Way, Johnston RI 02919) and SEC registered investment adviser - Member FINRA / SIPC. Investment advisory services are also offered by Citizens Private Wealth, LLC ("CPW"), an SEC-registered investment adviser (see Form ADV Part 2A for details). CSI and CPW are affiliates of Citizens. Banking products and trust services are offered by Citizens. For deposit products, Member FDIC.
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