Rob Clarfeld
Rob Clarfeld is Executive Chairman of Clarfeld Citizens Private Wealth, the private bank of Citizens Financial Group. Prior to merging with Citizens, he served as CEO of Clarfeld Financial Advisors, the New York wealth management firm he founded in 1981. He established Clarfeld Financial Advisors to offer innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. He led the firm in providing comprehensive financial and estate planning, sophisticated tax and compliance expertise, and investment management services. Rob speaks and writes about all aspects of wealth management and is actively involved in many community and philanthropic organizations.
Rob Clarfeld Professional Experience / Academic History
Professional Experience
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Executive Chairman
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Founder and CEO
Academic History
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Master of Business Administration
EARLY CAREER
Rob founded Clarfeld Financial Advisors, a leading wealth management firm and multi-family office.
Prior to its merger with Citizens, the firm had offices in Westchester, N.Y., and New York City that provided comprehensive financial and estate planning, sophisticated tax and compliance expertise, and investment management services.
He has been featured in numerous financial media outlets and publications including Forbes, The New York Times, Barron's, The Wall Street Journal, and InvestmentNews.
DESIGNATIONS
Personal Financial Specialist
COMMUNITY INVOLVEMENT