Citizens Private Bank San Francisco Office

101 California Street, San Francisco, CA 94111

Aerial view of San Francisco financial district and Bay Bridge
Citizens Private Bank San Francisco

Meet our San Francisco team

Our clients are doing incredible things to change the world and we are committed to helping them achieve those goals.

Partnership in Practice

Riaz Capital is reimagining housing at scale, combining economic sustainability with social impact. They count on a financial partner who can match bold vision with seamless execution.

For entrepreneurs navigating venture and AI, Citizens offers the expertise, insight, and partnership to move further, faster.

Team

Service that goes beyond and above

You didn’t get where you are by sitting still. Neither did we. Your dedicated relationship management team will ensure a seamless, secure transition of your accounts and guide an entire financial team in working relentlessly on your behalf. They will deliver integrated banking and wealth management1 solutions and advice tailored to your unique financial position.

Kimberley Hutchinson

Executive Managing Director

San Francisco, California

Roberto Rivera

Executive Managing Director

San Francisco, California

Elise Wen

Executive Managing Director

San Francisco, California

Doug Burrows

Senior Managing Director

San Francisco, California

Chad Rego

Senior Managing Director

San Francisco, California

Steve Rinehart

Senior Managing Director

San Francisco, California

Garret Spiecker

Senior Managing Director

San Francisco, California

Brian Plotner

Managing Director

San Francisco, California

Abdullah Nezami

Senior Director

San Francisco, California

Gregg Hipwell

Director, Relationship Manager

San Francisco, California

Tony Nguyen

Director, Relationship Manager

San Francisco, California

Services

Realize the advantages of integrated banking

Your relationship management team delivers complete coordination across every aspect of your financial life — simplifying decisions and positioning you for long-term success.

decorative image

Wealth Management1

Your dedicated team of private wealth experts guides you through the complex universe of financial planning, investment management, and risk mitigation.

decorative image

Banking for Your Business

Your dedicated relationship management team will help you create a road map with the tailored advice and solutions your unique business needs.

decorative image

Personal Banking

Receive holistic guidance and premium services that provide you with a seamless banking experience.

Insights

Help you plan for today and tomorrow

Citizens Private Wealth 2025 Mid-Year Investment Update

decorative image

Estate tax planning: Start now

Implementing your estate planning strategies before 2026 could be effective in reducing your taxable estate.

decorative image

Wealth transfer strategies

Private Wealth transfer planning can help reduce estate taxes and create a more seamless transition for your loved ones.

decorative image

Planning for financial prosperity

Private Wealth management tax planning is a valuable investment for high-net-worth individuals.

How the One Big Beautiful Bill could affect your finances

From tax credits and estate and retirement planning, explore key provisions of the OBBBA.