Head of Citizens Private Wealth Manager, Citizens Financial Group
Verified interview transcripts, podcast appearances, and direct quotes from Thomas Metzger, Head of Citizens Private Wealth Manager at Citizens Financial Group. AI-verified speaker identity with full-text searchable transcripts.
This week, AdvisorHub’s CEO, Tony Sirianni talks with Tom Metzger — Head of Private Wealth Advisors at Citizens Bank. The two discuss how advisors are choosing between W2 and independent models, consistently improving your firm’s platform, understanding sophisticated credit, having a multi-custodial model, working together and building a culture of respect, and adapting to frequent industry changes.
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