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Citizens expands private wealth business with hiring of $1.5B New York-based advisor team – aims for a truly integrated experience, seamlessly addressing wealth, private banking, and commercial banking needs

June 27, 2025 //  by Finnovate

Citizens Financial is welcoming a top wealth advisory team led by Daniel Menton, Adam Waldman and Vincenzo Iannucci. This addition underscores Citizens’ commitment to serving a growing customer base. Through team hires, Citizens continues to strengthen its position as a premier firm for wealth management, private banking and commercial banking – offering clientele an unmatched, integrated banking experience to meet complex financial needs. With more than seven decades of combined experience, the team, which previously managed nearly $1.5 billion in client assets, caters to the sophisticated financial needs of ultra-high-net-worth clients, their families, and businesses.   Daniel Menton, Managing Director, Citizens Private Wealth said,  “With Citizens’ extensive capabilities, we will provide clients with a truly integrated experience, seamlessly addressing their wealth, private banking, and commercial banking needs.” The new team will partner closely with Citizens Commercial Bank and Private Bank. Citizens recently opened its first New York Private Banking office and also has 174 branches across the Tri-State metro area. It has posted top-quartile household and deposit growth in the most competitive market in the country. 

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