Meet the Team
The management of employer sponsored retirement plans carries a heavy burden of fiduciary oversight and responsibility that is often added to an already challenging workload for plan administrators. Our team of specialists works to become a vital resource for the clients we serve in navigating these complex challenges.
Greg Cantone
Wealth Manager
New York City, NY
Anthony Fella
Wealth Manager
New York City, NY
Pedro Quintanilla
Relationship Manager
New York City, NY
© Citizens Financial Group, Inc. All rights reserved. Citizens Bank, N.A. Member FDIC
* 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