The Clarfeld Group

The advantages of integrated wealth management

Tarrytown NY Clarfeld Group

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