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.
Rick Suarez, CFP®
Private Wealth Advisor
Tarrytown, New York
Robert A. Varriano, CFP®, CPA®
Private Wealth Advisor
Tarrytown, New York
Paul Arbeit, CFP®
Private Wealth Advisor
Tarrytown, New York
Gianni DiFroscia, CFP®
Private Wealth Advisor
Tarrytown, New York
Dan Grijalva, CFP®
Private Wealth Advisor
Tarrytown, New York
Evelyn Pepe, CFP®, CDFA®
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
Frank Sisti, CFP®
Private Wealth Advisor
Tarrytown, New York
Jennifer Votano, CFA®, CFP®
Private Wealth Advisor
Boston, Massachusetts
Anthony Schembri, CPA®
Head of Investment Operations
Tarrytown, NY
Christopher Adams, CFA®
PW Investment Manager
Palm Beach, Florida
Kait Oliveira, CFA®, CFP®
Investment Manager
Tarrytown, New York
Mike Brennan, CFP®, ChFC®, CLU®
Private Wealth Senior Financial Planning Specialist
Tarrytown, New York
Brian Furleiter, CFP®
Senior Financial Planning Specialist
Tarrytown, New York
Adrian Venuto
Head of Client Associates
Tarrytown, New York
Frank Albanese
PW Client Associate
Tarrytown, New York
Lydia Ayala
PW Client Associate
Tarrytown, New York
Joshua Dewhurst
PW Client Associate
Boston, Massachusetts
Michael Hoffman
PW Client Associate
Tarrytown, New York
Vimal Maurantonio
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 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