{"id":944092,"date":"2026-10-28T15:40:09","date_gmt":"2026-10-28T15:40:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/944092\/"},"modified":"2026-10-28T15:40:09","modified_gmt":"2026-10-28T15:40:09","slug":"citizens-adds-1-2b-newport-beach-team-from-ameriprise","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/944092\/","title":{"rendered":"Citizens Adds $1.2B Newport Beach Team From Ameriprise"},"content":{"rendered":"<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">A team of advisors in Newport Beach, Calif., has joined Citizens Financial Group, now operating as Webber Wealth Partners within Citizens Private Wealth. The team, led by advisors Matt Webber and Chris Illiano, previously managed more than $1.2 billion in total assets at Ameriprise Financial.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Webber Wealth Partners serves high-net-worth and ultra-high-net-worth individuals, and the move expands Citizens\u2019 presence in California. Citizens Private Wealth has teams in Newport Beach, San Francisco and Los Angeles, while the private bank has teams in San Francisco, Marin County, Menlo Park, Beverly Hills, Manhattan Beach, Newport Beach and San Diego.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Citizens has been pushing to expand its private wealth advisor headcount and assets under management, particularly in Southern California. Last year, the financial services firm <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/citizens-snags-800m-california-duo-in-ongoing-wealth-push\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">added Bradley Wealth Partners<\/a>, an $880 million team in Newport Beach led by Eric Bradley, formerly of Citi Private Alternatives. The firm also <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/career-moves\/deals-moves-clearstead-names-board-head-procyon-adds-investment-expertise\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">acquired a team<\/a> from Bank of America\u2019s Merrill Lynch, also based in Newport Beach, as well as a nine-person team<a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" rel=\"noreferrer nofollow noopener\" target=\"_blank\" href=\"https:\/\/investor.citizensbank.com\/about-us\/newsroom\/latest-news\/2025\/2025-10-29.aspx\"> in Beverly Hills<\/a>.<\/p>\n<p data-component=\"related-article\" class=\"RelatedArticle\">Related:<a class=\"RelatedArticle-RelatedContent\" href=\"https:\/\/www.wealthmanagement.com\/ibd-news\/raymond-james-recruits-700m-advisor-team-from-truist\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Raymond James Recruits $700M Advisor Team from Truist<\/a><\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cCalifornia remains an important growth market for Citizens, and this team brings deep experience serving clients on the West Coast with increasingly complex financial needs,\u201d said Paul Casey, head of wealth management at Citizens, in a statement.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">Citizens has recruited 13 teams representing $13.2 billion in client assets to its Private Wealth division in the last two years. That included a <a class=\"ContentText-BodyTextChunk ContentText-BodyTextChunk_link\" href=\"https:\/\/www.wealthmanagement.com\/ria-news\/deals-moves-citizens-snags-1b-tampa-team-as-it-grows-wealth-footprint\" target=\"_self\" data-discover=\"true\" rel=\"nofollow noopener\">Tampa-based advisory team<\/a> that previously served clients holding more than $1 billion in assets for Northern Trust.<\/p>\n<p class=\"ContentParagraph ContentParagraph_align_left\" data-testid=\"content-paragraph\">\u201cJoining Citizens gives our team access to an integrated platform that seamlessly combines wealth management with private banking and commercial banking capabilities, creating a powerful advantage for clients with increasingly complex needs,\u201d Webber said in a statement.<\/p>\n","protected":false},"excerpt":{"rendered":"A team of advisors in Newport Beach, Calif., has joined Citizens Financial Group, now operating as Webber Wealth&hellip;\n","protected":false},"author":2,"featured_media":944093,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":["post-944092","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/944092","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=944092"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/944092\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/944093"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=944092"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=944092"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=944092"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}