Citizens Financial Group has added its 10th new advisory team to its rapidly expanding Private Wealth business, introducing CF Retirement Solutions, a New York–based group focused on corporate employer-sponsored retirement plans. The move extends Citizens’ capabilities in 401(k) advisory services for small and mid-sized businesses nationwide.
The team is led by Managing Directors Greg Cantone and Anthony Fella, both of whom bring extensive experience helping companies strengthen employee retirement programs. Their addition supports Citizens’ strategy to deliver more holistic financial services across Private Wealth, Private Banking, Commercial Banking, and Business Banking.
Over the last 18 months, Citizens Private Wealth has integrated ten teams with expertise across wealth planning, investment management, banking, and enterprise retirement solutions. Collectively, these teams have managed more than $10 billion in client assets, underscoring Citizens’ momentum in attracting top-tier advisors and broadening its national footprint.
Tom Metzger, Head of Citizens Private Wealth, said the expansion reflects the company’s long-term commitment to specialized advice and integrated financial support for business clients.
CF Retirement Solutions will work with companies nationwide to develop comprehensive 401(k) plan strategies, leveraging Citizens’ platform to align retirement plan advisory services with broader wealth and banking solutions.
KEY QUOTES
“As Citizens Private Wealth continues to grow, we remain focused on building our national platform and offering specialized expertise to meet the financial needs of our clients. Welcoming this team is an important milestone in that journey, providing business clients access to the expertise and resources needed to help their employees thrive for years to come.”
Tom Metzger, Head of Citizens Private Wealth
“We’re passionate about helping companies build stronger retirement programs for their employees. With Citizens’ integrated capabilities, we can collaborate across wealth, banking, and commercial services to deliver thoughtful, comprehensive 401(k) solutions for businesses nationwide.”
Greg Cantone, Managing Director, Citizens Private Wealth
“Joining Citizens Private Wealth is an exciting opportunity to expand the impact we can have for our clients. By leveraging Citizens’ platform and collaborative approach, we’re able to deliver innovative retirement plan strategies that help businesses support their employees’ long-term financial well-being.”
Anthony Fella, Managing Director, Citizens Private Wealth
