other
Citizens Private Wealth
TARRYTOWN, NY
CRD: 106743
In PWD coverage since August 26, 2026 · 7 stories
$16.6BRegulatory AUMSEC Form ADV · Sep 18
214EmployeesForm ADV
-22Talent net · 12 months6 in · 28 out
Regulatory AUM · Aug 28 – Sep 18
Talent flow · 12 monthsOn the wire →
Net -22 · 6 arrivals · 28 departures
Katie Bickle
Aug 25 · team liftout
Arrivals
Chris MacLellan
Aug 26
Katie Bickle
Aug 26
Rob Lunn
Aug 21 · from Morgan Stanley
Michael Yannell
Aug 14
Adam Clark
Aug 14 · from JP Morgan
Matt Newnham
Aug 14
Departures
Advisor
Sep 19 · destination pending
Advisor
Sep 19 · destination pending
Advisor
Sep 19 · destination pending
Advisor
Sep 19 · destination pending
Advisor
Sep 19 · destination pending
Advisor
Sep 14 · destination pending
PWD coverage
The Close
The talent war's next front is inside the recordkeeper
MissionSquare is re-clearing its own sales force while the rest of the industry shops the recruiting market; the internal move is the tell for where the rollover fight goes next.