Citizens Bank
In January 2020 Rick Suarez succeed firm founder Rob Clarfeld as Chief Executive Officer of Citizens Private Wealth, a subsidiary of Citizens Bank, one year after the successful acquisition of the firm (formerly known as Clarfeld) by Citizens Bank.
A longtime member of both Clarfeld's Executive Committee and Investment Policy Committee, as co-COO Suarez is responsible for building and managing all aspects of the firm's investment advisory service for both U.S. and offshore clients.
Suarez holds an MBA in Finance from Pace University's Lubin School of Business, and is a Certified Financial Planner. He serves as a director for The Boys & Girls Club of Northern Westchester.
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Citizens Bank
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At Citizens Bank, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey.