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, CPFA®, CRPS®, AAMS®, CRPC®
Managing Director, Wealth Manager
New York City, NY
Anthony Fella, CRPC®, CPFA®
Managing Director, 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 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