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Matthew Ruffalo, CFA, CFP®

Matthew Ruffalo, CFA, CFP®

Financial Analyst

Followers of Matthew Ruffalo, CFA, CFP®2000 followers
location of Matthew Ruffalo, CFA, CFP®Tarrytown, New York, United States

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  • Timeline

  • About me

    Head of Investment Solutions at Citizens Private Wealth

  • Education

    • University of Connecticut

      2004 - 2008
      Bachelor of Science (B.S.) Finance, General

  • Experience

    • Morgan Stanley

      Oct 2008 - Mar 2013
      Financial Analyst

    • J.P. Morgan

      Mar 2013 - Feb 2015
      Product Strategist

    • Citizens Private Wealth

      Feb 2015 - now

      Clarfeld is a leading wealth management firm and multi-family office offering industry-leading, innovative solutions designed for the complex needs of high-net-worth individuals, families and foundations. In January 2019, Clarfeld joined Citizens Bank resulting in the addition of banking, lending and mortgages to its broad array of high-end financial solutions. Clarfeld remains large enough to provide clients with critical mass in scope of services, expertise and research, while intimately focusing on each client’s unique circumstances. Show less

      • Head of Investment Solutions, Senior Managing Director

        Jun 2020 - now

      • Managing Director

        Feb 2015 - Jun 2020

  • Licenses & Certifications

    • Chartered Financial Analyst

      CFA Institute
      Aug 2014

    • Certified Financial Planner

      CFP Board
      Apr 2018