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June 03, 2024 at 01:37 PM
Citizens Bank announced Monday the successful recruitment of a specialist ultra-high-net-worth advisor team in Boston led by Brian Nagle.
Nagle comes to Citizens Bank from JPMorgan, where he’s been working as a managing director since July 2023. Previously, he was a managing director at First Republic Private Wealth Management, where his practice was based for nearly a decade and grew to manage $1 billion in assets. (JPMorgan acquired most of First Republic Bank after it failed in 2023.)
According to Citizens Bank’s announcement, Nagle and his team specialize in design and management of equity and balanced portfolios for ultra-high-net-worth clients, trusts, endowments and foundations. The announcement also points out that Nagle has been named by Forbes as a Best-in-State Wealth Advisor since 2020.
“We are excited to add another nationally recognized wealth team to our growing Citizens Private Wealth portfolio, serving Boston’s ultra-high-net-worth clients,” said Tom Metzger, senior vice president of private wealth management. “Brian and his team have a proven reputation for delivering first-class service to help clients protect and grow their wealth.”
