12/03/2025
Citizens Strengthens Private Wealth Business with New 401(k) Advisory-Focused Team
PROVIDENCE, RI (December 3, 2025) — Building on the company’s continued momentum, Citizens Financial Group, Inc. (NYSE: CFG) is adding 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.
“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,” said Tom Metzger, Head of Citizens Private Wealth. “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.”
This will be the 10th team Citizens Private Wealth has integrated over 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 than $10 billion in client assets, reflecting Citizens’ ability to attract and successfully onboard some of the industry’s most accomplished advisors.
“We’re passionate about helping companies build stronger retirement programs for their employees,” said Greg Cantone, Managing Director, Citizens Private Wealth. “With Citizens’ integrated capabilities, we can collaborate across wealth, banking, and commercial services to deliver thoughtful, comprehensive 401(k) solutions for businesses nationwide.”
“Joining Citizens Private Wealth is an exciting opportunity to expand the impact we can have for our clients,” said Anthony Fella, Managing Director, Citizens Private Wealth. “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.”
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $222.7 billion in assets as of September 30, 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.
Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser - Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). CSI and CFA are affiliates of Citizens.
