Meet the team
As your wealth grows, so do the complexities around managing, preserving, and passing it on. We are the central point of contact responsible for coordinating and uniquely integrating a wide-ranging suite of services to help grow, protect, administer, and transfer your and your family’s wealth.
To learn more, meet with our team. Visit us at 1301 Avenue of the Americas, 2nd Floor, New York, NY 10019. Or, call us at 212-209-6923.
Adam Waldman
Wealth Manager
New York, NY
Daniel Menton, CFP®
Wealth Manager
New York, NY
Vincenzo Iannucci
Wealth Manager
New York, NY
Kamaldai Rahman
Relationship Manager
New York, NY
Jonathan Lucente
Senior Client Associate
New York, NY
© 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. 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 the 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