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Citizens Private Wealth
In PWD coverage since August 26, 2026 · 1 story
+4Talent net · 12 months4 in · 0 out
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Katie Bickle
Aug 25 · team liftout
Arrivals
Rob Lunn
Aug 21 · from Morgan Stanley
Matt Newnham
Aug 14
Michael Yannell
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Departures
None tracked.
PWD coverage
Moves
Citizens adds a $1 billion Tampa team and keeps its name
The UHNW team keeps its name inside the bank, a recruiting signal as Citizens builds a private-wealth map one market at a time.