Citizens Snags $800M California Duo In Ongoing Wealth Push [Yahoo! Finance]
Citizens Financial Group, Inc. (CFG)
Last citizens financial group, inc. earnings: 4/17 06:37 am
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investor.citizensbank.com/about-us/investor-relations.aspx
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Source: Yahoo! Finance
Citizens Financial Group, the Providence, R.I.-based parent of Citizens Bank with about $223 billion in assets, has expanded its private wealth business in Southern California with the addition of an $880 million team led by Eric Bradley, formerly of Citi Private Alternatives. Based in Newport Beach, Calif., Bradley Wealth Partners will focus on serving next-generation and ultra-high-net-worth clients on the West Coast. The team includes Bradley as wealth manager and Megan Dia as associate wealth manager, a duo that has worked together for eight years. They will continue to offer similar services, including financial planning, private banking and commercial banking. Citizens has been pushing to expand its private wealth advisor headcount and assets under management, particularly in Southern California. The financial services firm recently acquired a team from Bank of America's Merrill Lynch, also based in Newport Beach, as well as a nine-person team in Beverly Hills .
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- Inflation is still 'under control: Citizens CEO on the Fed [Yahoo! Finance Canada]Yahoo! Finance Canada
- Citizens Finanicial Group unveils AI software plan to aid with banking services [FOX Business Network]FOX Business Network
- Citizens Financial Group (NYSE:CFG) had its "buy" rating reaffirmed by analysts at Cowen Inc.MarketBeat
- Citizens Financial Group (NYSE:CFG) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- 3 Reasons CFG is Risky and 1 Stock to Buy Instead [Yahoo! Finance]Yahoo! Finance
CFG
Earnings
- 10/15/25 - Beat
CFG
Sec Filings
- 12/5/25 - Form 144
- 12/4/25 - Form 4
- 11/3/25 - Form 10-Q
- CFG's page on the SEC website