Citizens Financial : Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team

About this update from Citizens Financial Group, Inc.

06/23/2026 Citizens Builds Private Wealth Momentum in Southern California with Sports and Entertainment-Focused Team PROVIDENCE, R.I. (June 23, 2026) - Citizens Financial Group, Inc. (NYSE: CFG) continues to build its Private Wealth business in Southern California with the addition of a Santa Monica-based advisory team that previously managed approximately $800 million in client assets. The move follows the recent addition of an insurance advisory team, underscoring Citizens' continued momentum in expanding both capabilities and talent across its wealth platform. Led by David Snyder, Darren Wald, and Trevor Wade, Snyder Wald Wealth Partners serve high-net-worth and ultra-high-net-worth individuals and entrepreneurs, with a specialized focus on athletes and entertainers. The group's experience with the sports and entertainment industries expands Citizens' capabilities to offer specialized advice and solutions for clients in these sectors. The team will work closely with colleagues in Citizens' Los Angeles Private Bank offices, extending these capabilities to clients in the region. "Southern California continues to be an important growth market for us, and this team builds on the strong foundation we've established in Newport Beach and Manhattan Beach," said Paul Casey, Head of Citizens Wealth Management. "Their deep experience working with athletes, entertainers, and other professionals is especially meaningful in a region where these industries are deeply embedded, and strengthens our ability to deliver highly tailored, thoughtful advice." The team brings a perspective shaped by years of advising clients in complex, fast-moving industries and takes a highly personalized approach, helping clients navigate complex financial decisions across investing, liquidity, and long-term wealth strategy. "We've built our practice around understanding the unique financial challenges our clients face, particularly in industries where careers and lifestyles can be more demanding and less predictable," said David Snyder, Wealth Manager, Citizens Private Wealth. "At Citizens, we have the opportunity to pair that experience with broader capabilities, working alongside Private Bank and Commercial Bank teams to deliver integrated, comprehensive advice." Citizens Private Wealth continues to expand in key markets like Southern California, bringing together experienced advisory t...

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