Bank / Credit Union

Citizens appoints head of wealth management

April 26, 2024

Citizens Financial Group Inc. announced that Paul Casey will serve as head of wealth management. Prior to joining Citizens, he served as managing director for Morgan Stanley's New York City Private Wealth Management office, according to a press release.

In this role, he will manage Citizens Wealth Management and Private Wealth Management, serving Citizen's affluent clients. He will report to Brendan Coughlin, vice chair and head of consumer banking.

"We've been on a journey to build a world-class Wealth Management business for several years and have generated solid momentum," Coughlin said in the release. "The launch of our new Private Bank supercharged Citizens' ability to scale our Wealth business, elevating our brand image and attracting some of the industry's top talent to our platform. I am confident Paul will help us realize the full potential we have in front of us."