04/17/2025
Citizens Expands Private Wealth Business with Addition of $700M Advisor Team in North Jersey
PROVIDENCE, RI (April 17, 2025) – Citizens Financial Group, Inc. (NYSE: CFG) announced today that it is welcoming a seasoned wealth team led by Kieran Lynch, Jack Inserra and Craig Kaufman, based in Bergen County, N.J. The addition of these top-tier wealth advisors reinforces Citizens’ commitment to expanding wealth capabilities and expertise in key markets, including the larger Tri-State Metro area where Citizens has a strong and growing presence.
The team brings more than 75 years of combined experience in serving the complex wealth management needs of high-net-worth and ultra-high-net-worth individuals, families and businesses, having previously managed approximately $700 million in client assets. Forbes named the team one of their Best-in-State Wealth Management Teams for 2023, 2024 and 2025, highlighting the strong relationships built with successful clients, trusts, endowments, and foundations.
“We are excited to welcome a top Bergen County-based advisor team to Citizens Private Wealth to enhance our service of Tri-State Metro clients’ comprehensive needs with integrated solutions,” said Tom Metzger, Head of Private Wealth Advisors at Citizens. “The team has extensive expertise partnering with high-net-worth business owners and was attracted to Citizens for the opportunity to collaborate with our Commercial Bank and Private Bank to seamlessly deliver holistic banking and wealth management solutions.”
Since expanding into the Tri-State metro area in 2022, through the acquisitions of HSBC’s East Coast branches and New Jersey-based Investors Bank, Citizens has grown its presence in the market across business lines. The bank has 174 branches in the Tri-State Metro area and has seen top-quartile household and deposit growth in the most competitive market in the country. The new team will partner with both the Commercial Bank and Private Bank, which plans to open its first New York Private Banking office in June.
Citizens Private Wealth offers financial planning, investment management, deposits and lending, estate and trust planning, insurance and asset protection solutions, alternative investments and tax planning and preparation. As part of its ongoing wealth acceleration strategy, Citizens has strategically expanded its presence in critical markets nationwide over the last year with the addition of top industry advisory teams. The company is committed to attracting and retaining high-caliber talent, who are devoted to serving the unique needs of high-net-worth and ultra-high-net-worth individuals.
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $220.1 billion in assets as of March 31, 2025. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail and commercial banking products and services to individuals, small businesses, middle-market companies, large corporations and institutions. Citizens helps its customers reach their potential by listening to them and by understanding their needs in order to offer tailored advice, ideas and solutions. In Consumer Banking, Citizens provides an integrated experience that includes mobile and online banking, a full-service customer contact center and the convenience of approximately 3,100 ATMs and approximately 1,000 branches in 14 states and the District of Columbia. Consumer Banking products and services include a full range of banking, lending, savings, wealth management and small business offerings. In Commercial Banking, Citizens offers a broad complement of financial products and solutions, including lending and leasing, deposit and treasury management services, foreign exchange, interest rate and commodity risk management solutions, as well as loan syndication, corporate finance, merger and acquisition, and debt and equity capital markets capabilities. More information is available at www.citizensbank.com or visit us on X, LinkedIn or Facebook.
