At a glance
- The teams include a $1.2 billion Newport Beach group from Ameriprise and an $880 million team around Eric Bradley from Citi Private Alternatives.
- Chris Illiano and Matt Webber moved from Comerica Bank with $1.2 billion in client assets.
- The liftouts take Citizens beyond brokerage books and into private bank and trust teams, giving advisors inside bank and trust departments another recruiting option.
Citizens Private Wealth added $3.28 billion in client assets by lifting three teams from Ameriprise, Citi Private Alternatives and Comerica Bank, according to Private Wealth Daily's Moves Wire and WealthManagement.com.
The teams include a $1.2 billion Newport Beach group from Ameriprise and an $880 million team around Eric Bradley from Citi Private Alternatives.
Chris Illiano and Matt Webber moved from Comerica Bank with $1.2 billion in client assets. WealthManagement.com first reported the Newport Beach hire, which is part of Citizens' 13-team recruiting effort over two years.
The liftouts take Citizens beyond brokerage books and into private bank and trust teams, giving advisors inside bank and trust departments another recruiting option.
Three liftouts added $3.28 billion in client assets
Client assets brought by each of the three lifted teams, in $B
- Newport Beach (Ameriprise)$1.2B
- Illiano/Webber (Comerica)$1.2B
- Bradley team (Citi)$0.88B
Show as table
| Item | Value ($B) |
|---|---|
| Newport Beach (Ameriprise) | $1.2B |
| Illiano/Webber (Comerica) | $1.2B |
| Bradley team (Citi) | $0.88B |
Reported by the Features desk from Private Wealth Daily's Moves Wire and WealthManagement.com. Published . Corrections