Citizens Private Wealth announced a major expansion of its wealth management capabilities in New Jersey with the addition of a $700M team of wealth advisors based in Bergen County, led by Kieran Lynch, Jack Inserra and Craig Kaufman.
The new team brings more than 75 years of combined experience and industry recognition as they were named one of Forbes Best-in-State Wealth Management Teams for the past three years – resulting in strong client relationships.
“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,” Tom Metzger, head of Private Wealth Advisors at Citizens, said. “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.”
Lynch, Inserra and Kaufman also have extensive expertise in serving high-net-worth business owners, in addition to individuals and families. The trio have significant opportunity to offer clients integrated services in partnership with the Private Bank and Commercial Bank.
Citizens has become part of the state’s fabric and has established partnerships that expand economic opportunity, invest in workforce development and celebrate the spirit of New Jersey.
As the official bank of the Prudential Center, the New Jersey Devils and New York Giants and through collaborations with community organizations like Junior Achievement New Jersey, LISC, and New Jersey Business & Industry Association, Citizens says it is dedicated to helping create a stronger, more vibrant future for New Jersey.
