Please join us in congratulating Susan McDermott deTray, Head of Citizens Private Bank, on joining the esteemed Board of Directors for Council for Economic Education, an organization doing important work to empower today’s youth. Susan will be building upon Citizens’ support of CEE’s Invest in Girls program, which is geared toward building financial confidence in young women, and showcase how personal finance education has the power to unlock opportunities for all. Congratulations, Susan!
About us
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice. Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come. ¹Citizens 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. For deposit products, Member FDIC.
- Website
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https://www.citizensbank.com/private-banking/overview.aspx
External link for Citizens Private Bank
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Providence, RI
- Type
- Public Company
- Specialties
- Wealth Management, Business Banking, Personal Banking, Technology & Life Science, Private Equity & Venture Capital, Individuals & Families, Professional Services, Commercial Real Estate, and Nonprofits & Private Foundations
Locations
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Primary
Get directions
Providence, RI, US
Employees at Citizens Private Bank
Updates
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As the year comes to an end, it's always great to reflect on the passion and commitment that our colleagues provide to our clients. Managing Director, Robert Hughes III has gone above and beyond with his commitment to the #PEVC community in the Boston area. His "Perfect Your Pitch" events allow startups the opportunity to practice their elevator pitch on seasoned venture capitalists and investors in an actual elevator. Learn more about these events, and what they provide:
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Following the results of the 2024 election and FOMC meeting, there's a lot to consider in terms of what might be coming over the next term. Hear from our experts, Polly Nyquist Klane, Chief Legal Officer and General Counsel at Citizens, Ken Robinson, Head of Government Relations at Citizens, and Michael Hans, CFA, Chief Investment Officer at Citizens Private Wealth as they discuss the road ahead. http://spr.ly/6046twJu6
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At Citizens Private Bank, your dedicated Relationship Manager coordinates an entire team of experts to support your unique needs and objectives. For Senior Managing Director Richard Kertzman, that’s what exceptional service is all about. Learn more about how we deliver that service every day. http://spr.ly/6046sausG
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Are we proud of our first year? Absolutely. $5.6B dollars in deposits, $4.1B in AUM, 6 new locations in key markets - those kinds of numbers speak for themselves. But they represent something less tangible and more important: The trust our clients have placed in us. Without that, nothing else is possible.
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It was an exciting time at our Inaugural NextGen Finance Conference for 2024! It was a great two days at the Chaminade Resort in Santa Cruz, filled with panel discussions, and speakers around topics like building wealth and capital strategy. The amazing group of rising professionals in the PE and VC space also found time for networking and team building as well. Thank you to our NextGen Advisory board for providing their insight and forward-thinking to help curate content for this conference. Also, thank you to our NextGen Leadership Team, Amy Duong-Jafarpour, Kim Whitall, Meggie Ramirez, Ryan Palsha, CFA, and Matthew Reader for helping put together such a wonderful experience! A special thank you to our sponsors as well, for helping make this all possible! Troutman Pepper, Insperity, EY, Goodwin, Flow.
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Recently, we hosted another "Perfect Your Pitch" event in Boston. This unique event allows startups the opportunity to practice their elevator pitch on seasoned venture capitalists and investors in an actual elevator. The event allows for feedback in real time, along with the opportunity to network. The night was filled with excitement and opportunities of growth for the participants. Thank you, Gunderson Dettmer, for the wonderful space and helping make this event possible!
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Today we announced Q3 2024 earnings and key results. "We continue to be pleased with the strong execution of our key initiatives during the third quarter. Our Private Bank reached $5.6 billion in deposits and $4.1 billion in AUM, our NYC Metro region continues to achieve strong growth, and we are close to launching a TOP 10 program with $100 million plus impact.” said Chairman and CEO Bruce Van Saun. Our new Private Banking Offices in the San Francisco Bay Area as well as our newest Private Bank Team in Southern California are reflective of our long-term strategy to expand in key markets. Read the full report here: http://spr.ly/6044qRQDQ
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