Citizens names Joe Roberts head of family office solutions within wealth unit

Citizens Financial Group, Inc.

Citizens Financial Group, Inc.

CFG

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  • Citizens Financial Group named Joe Roberts head of Family Office Solutions within Citizens Wealth, effective May 11.
  • Roberts will build and scale a new family office function for high- and ultra-high-net-worth clients, aiming to deepen advisory capabilities across wealth and private bank offerings.
  • He joins from Rockefeller Capital Management, where he developed and led national family office and advisory platforms; he has nearly 20 years of experience spanning Rockefeller, Wells Fargo, and PwC.
  • Citizens also appointed Adam Devlin head of Platform Transformation across Citizens Private Bank and Citizens Wealth, effective May 11.
  • Devlin previously held senior roles at BlackRock, First Republic Bank, and JPMorgan Chase, leading large-scale transformation and platform modernization programs.


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