Citizens Financial Group has added the 10th new advisory team to its private wealth business. Based in New York City and serving clients nationally, the addition of this new team, to be known as CF Retirement Solutions, also marks an expansion of Citizens’ capabilities to advise on corporate employer-sponsored retirement plans.
Led by Greg Cantone and Anthony Fella, the group brings deep experience in managing 401(k) plans, specializing in helping small and mid-sized businesses strengthen employee retirement benefits. Their addition creates new opportunities for Citizens to serve clients holistically across private wealth, private banking, commercial banking, and business banking.
This will be the 10th team Citizens Private Wealth has integrated during the past year and a half, bringing together expertise across wealth planning, investment management, banking, and now, 401(k) plan management for enterprises. Collectively, these teams have managed more thanÂ
