Rick Suarez to head $7.5 billion Clarfeld/Citizens Private Wealth

Rick Suarez to head $7.5 billion Clarfeld/Citizens Private Wealth
Suarez succeeds firm founder Rob Clarfeld, who becomes executive chairman
JAN 13, 2020

Rick Suarez has been named to succeed Rob Clarfeld as chief executive of Clarfeld/Citizens Private Wealth, which manages $7.5 billion in assets.

Mr. Suarez has been with the firm since 1996.

It was founded in 1981 by Mr. Clarfeld and acquired last year by Tarrytown, N.Y.-based Citizens Bank.

“To ensure continuity of culture and direction, Rob Clarfeld will remain with the firm he founded as executive chairman, focusing on strategic initiatives, brand stewardship and client service,” the company said in a release.

Latest News

Trio of advisors switch for 'Happier' times at LPL Financial
Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

Trump's tariff talk roils markets, political leaders
Trump's tariff talk roils markets, political leaders

Canada, China among nations to react to president-elect's comments.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound