10/28/2026

Citizens Expands Private Wealth Business with New Team in Southern California

PROVIDENCE, R.I., October 28, 2026 — Citizens Financial Group (NYSE: CFG) has added a new Private Wealth team based in Newport Beach, further strengthening its presence in Southern California. Led by Matt Webber and Chris Illiano, the team serves high-net-worth and ultra-high-net-worth individuals, families and business owners throughout the region. Prior to joining Citizens Private Wealth, the team served clients who held more than $1.2 billion in assets in total at the team’s prior institution.

The team is now operating as Webber Wealth Partners within Citizens Private Wealth, serving clients throughout Southern California. This addition brings deep expertise across investment management, wealth planning, and related advisory services.

Highlights

  • Citizens Private Wealth has added Webber Wealth Partners, a Newport Beach-based advisory team serving clients throughout Southern California.
  • The team is led by Matt Webber and Chris Illiano and serves high-net-worth and ultra-high-net-worth individuals, families and business owners.
  • Prior to joining Citizens, the team served clients who held more than $1.2 billion in assets at the team’s prior institution.
  • Clients can access Citizens Private Wealth capabilities, as well as capabilities available through Citizens Private Bank and its Commercial Bank.

"California remains an important growth market for Citizens, and this team brings deep experience serving clients on the West Coast with increasingly complex financial needs," said Paul Casey, Head of Wealth Management at Citizens. "We continue to grow our business by investing in exceptional talent and expanding our ability to provide holistic advice and high-touch service to help our clients achieve their long-term financial goals."

Expanding Client Service Across California

The new team adds to Citizens’ strong and growing California presence. Citizens Private Wealth has teams in Newport Beach, San Francisco and Los Angeles, and Citizens Private Bank has teams in San Francisco, Marin County, Menlo Park, Beverly Hills, Manhattan Beach, Newport Beach and San Diego. Together, these teams enable Citizens to provide California-based clients with coordinated access to wealth management and private banking services, based on their individual needs.

“Joining Citizens gives our team access to an integrated platform that seamlessly combines wealth management with private banking and commercial banking capabilities, creating a powerful advantage for clients with increasingly complex needs,” said Matt Webber, Managing Director, Citizens Private Wealth. “We look forward to leveraging this differentiated model to deliver deeply coordinated solutions, paired with the personalized advice our clients expect.”

The addition furthers Citizens Private Wealth’s national expansion. With Webber Wealth Partners, Citizens Private Wealth has added 13 teams across the United States since 2024. Together, these teams previously oversaw approximately $13.2 billion in client assets.

About Citizens Financial Group, Inc.

Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $234.5 billion in assets as of September 30, 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 & 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 on X, LinkedIn and Facebook.