The Rego Team

101 California Street, San Francisco, CA 94111

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The Rego Team

Exceptional service has a new home

Citizens Private Bank’s collaborative culture and client-centric approach help Chad Rego and his team provide exceptional day-to-day service for individuals and businesses. From deposits and private wealth management to financial planning and lending, they offer an end-to-end range of solutions tailed to your unique needs and goals.

Personal Banking

Choose from a variety of personalized checking, savings and CD options—as well as money market accounts and bespoke lending solutions.

Business Banking

Support growing operations with cash management, treasury solutions, foreign exchange, custom lending, lines of credit and investment banking.

Wealth Management1

Preserve and grow your wealth with investment management, financial planning, trust services, estate advisory, tax strategies and family governance solutions.

Meet your team

Your dedicated team will help you reach your goals with solutions tailored to your needs.

Chad Rego

Senior Managing Director

San Francisco, California

Ummay Azam

Client Relations Manager

San Francisco, California

Danielle Phillips

Director, Private Banker

San Francisco, California

Anoush Vafaeenia

Senior Private Banker

San Francisco, California

Gabe Quagliaroli

Private Banker Associate

San Francisco, California

© 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.

1 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