05/05/2026
Citizens Expands Leadership Across Wealth and Private Bank to Enhance Client Experience
New Head of Family Office Solutions and Head of Platform Transformation Will Help Further Advance Capabilities and Scale
PROVIDENCE, RI -- May 05, 2026 – Underscoring the firm's continued investment in serving high- and ultra-high-net-worth clients, Citizens today announced the addition of two strategic hires: Joe Roberts as Head of Family Office Solutions within Citizens Wealth and Adam Devlin as Head of Platform Transformation across Citizens Private Bank and Citizens Wealth. Together, these appointments reflect Citizens' broader strategy to deepen advisory capabilities and invest in integrated platforms that enhance how clients are served across the organization.
"As the needs of high- and ultra-high-net-worth clients evolve, we are investing in capabilities and platforms that provide a more integrated client experience," said Paul Casey, Head of Wealth Management at Citizens. "Joe and Adam bring deep expertise that will enable us to deliver more sophisticated solutions, meet our clients at each stage of their financial journey, and position us for continued growth."
As Head of Family Office Solutions, Roberts will build and scale Citizens Wealth's new Family Office Solutions function to support high- and ultra-high-net-worth families, principals, and family office executives. He will lead the strategy, design, and execution of this function, partnering closely across Wealth and with the Private Bank to deliver a coordinated approach spanning estate planning, trust, tax planning, bill pay, and investment capabilities.
Roberts joins Citizens from Rockefeller Capital Management, where he developed and led national family office and advisory platforms and partnered with advisors to serve clients with highly bespoke, multidisciplinary solutions. With nearly 20 years of experience across Rockefeller, Wells Fargo, and PwC, his background includes deep expertise in estate structuring, governance, philanthropy, investment integration, and more, supported by his legal and tax credentials.
As Head of Platform Transformation for Citizens Private Bank and Citizens Wealth, Devlin will define and execute a multi-year roadmap to scale platforms, streamline processes, and enhance both client and colleague experience.
"As demand for our integrated banking and wealth management platform continues to soar, platform transformation remains one of our highest strategic priorities," said Sue deTray, Head of Citizens Private Bank. "We're at a defining moment in our growth journey and Adam's leadership will help ensure we are building scalable, innovative capabilities that support long-term success and the continued delivery of exceptional, seamless client experiences across our businesses."
Devlin brings more than 20 years of experience across consumer, commercial banking, and wealth management. He has held senior leadership roles at BlackRock, First Republic Bank, and JPMorgan Chase, where he led large-scale transformation initiatives, enterprise platform modernization efforts, and omnichannel strategies designed to enhance both client experience and operational efficiency.
Both Roberts and Devlin will join Citizens on May 11.
About Citizens Financial Group, Inc.
Citizens Financial Group, Inc. is one of the nation's oldest and largest financial institutions, with $227.9 billion in assets as of March 31, 2026. Headquartered in Providence, Rhode Island, Citizens offers a broad range of retail, private banking, wealth management 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 3,000 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. Consumer Banking includes Citizens Private Bank and Private Wealth, which integrate banking services and wealth management solutions to serve high- and ultra-high-net-worth individuals and families, as well as investors, entrepreneurs and businesses. 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.
