Citizens Private Bank

Following the Federal Reserve’s final meeting of the year, many people are wondering what’s next. Citizens Private Bank is here to help, providing a holistic view of your financial picture. To offer extraordinary service. To stay focused on your wealth, so you can stay focused on your world. Visit https://spr.ly/6045C83el to learn more.

We hosted an unforgettable evening at the SFMOMA San Francisco Museum of Modern Art, bringing together partners and friends for a night of culture, connection, and celebration. This holiday event was our way of showing our appreciation for your continued trust and partnership. Here’s to the season and to the incredible people who make it all possible.

When Altamont Capital Co-Founder and Managing Partner Jesse Rogers and his wife Mindy Rogers needed a team they could count on, they turned to Michael Franks and Gigi Garza. Our team proudly supports them personally and professionally by providing tailored financial solutions. https://spr.ly/60417naN7

With a dedicated team, Citizens Private Bank brings unparalleled clarity to your entire financial picture.

We’re excited to announce the grand opening of our Palm Beach Private Bank an exciting milestone in Citizens strategic expansion across South Florida to meet growing client demand. Alongside the grand opening, the Private Bank team also unveiled a corporate sponsorship of GLAZER HALL, a non-profit premier waterfront performing arts venue located in the heart of Palm Beach. These two milestones underscore the Private Bank’s deepening presence in the region and our ongoing commitment to both our clients and the broader community. We extend our sincere thanks to everyone who played a role in bringing this vision to life.

Last week, our Private Bank team was proud to take part in SF Tech Week—joining conversations and events that are shaping the future of technology and finance. A highlight of the week was hosting our thought leadership event at the Gotham Club in Oracle Park, where we brought together an incredible group of founders, developers, venture capitalists, and tech leaders. Moderated by Katie Roof the evening featured a dynamic panel with Chris Larsen, Edward Kim, K. Cyrus Sanandaji, and Mark Lehmann, exploring how the convergence of finance and technology is ushering in a new era for San Francisco. We’re excited to continue building meaningful connections while continuing to support innovation-driven clients and their momentum in the tech ecosystem. Thank you to everyone who joined us—we’re excited for what’s ahead.