Rick Suarez has been named to succeed Rob Clarfeld as chief executive of Clarfeld/Citizens Private Wealth, which manages $7.5 billion in assets.
Mr. Suarez has been with the firm since 1996.
It was founded in 1981 by Mr. Clarfeld and acquired last year by Tarrytown, N.Y.-based Citizens Bank.
“To ensure continuity of culture and direction, Rob Clarfeld will remain with the firm he founded as executive chairman, focusing on strategic initiatives, brand stewardship and client service,” the company said in a release.
Elsewhere in Utah, Raymond James also welcomed another experienced advisor from D.A. Davidson.
A federal appeals court says UBS can’t force arbitration in a trustee lawsuit over alleged fiduciary breaches involving millions in charitable assets.
NorthRock Partners' second deal of 2025 expands its Bay Area presence with a planning practice for tech professionals, entrepreneurs, and business owners.
Rather than big projects and ambitious revamps, a few small but consequential tweaks could make all the difference while still leaving time for well-deserved days off.
Hadley, whose time at Goldman included working with newly appointed CEO Larry Restieri, will lead the firm's efforts at advisor engagement, growth initiatives, and practice management support.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
