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CFG Pension Plan
Citizens Securities was established in 1995 as a US wealth manager and registered investment adviser. It provides investment advisory services to individuals,...
CFG Pension Plan
Citizens Securities was established in 1995 as a US wealth manager and registered investment adviser. It provides investment advisory services to individuals, high net worth individuals, and various entities. These services include advisory, asset management, and portfolio management.
General information
Firm type
Pension Fund
Year founded
1995
Location
Region
North America
Country
United States
City
Johnston
Corporate office
One Citizens Bank Way, Johnston, RI, United States
Principals
Bruce Van Saun
Chairman and Chief Executive Officer of Citizens Financial Group
Brendan Coughlin
President of Citizens Financial Group
Aunoy Banerjee
Chief Financial Officer of Citizens Financial Group
Sector focus
Frequently asked questions
Who runs investment decisions at CFG Pension Plan?
Bruce Van Saun as Chairman and CEO of Citizens Financial Group sets overall direction. Brendan Coughlin and Aunoy Banerjee participate as President and CFO respectively.
Does CFG Pension Plan participate in fund commitments or only direct deals?
The plan holds limited partner interests in Blue Rock Capital, GMO, and Viking Asset Management alongside direct public equity positions.
What asset classes does CFG Pension Plan allocate to?
Allocations include corporate bonds, government obligations, common and collective equity funds, and selected public equities such as VOO and TSLA.
Where does the underlying wealth come from?
Capital originates from Citizens Financial Group, Inc. as the sponsoring employer of the pension plan.
How is CFG Pension Plan related to Citizens Financial Group?
Citizens Financial Group sponsors the plan and supplies its governance through the bank's executive team.
Does CFG Pension Plan maintain philanthropic structures?
Yes. The Citizens Charitable Foundation serves as the philanthropic arm with an annual giving level of approximately $1.1 million focused on education.
What investment stages or horizons does CFG Pension Plan target?
The plan maintains an investment horizon of five to twelve years and holds a mix of quarterly-liquid hedge fund exposures and longer-term private holdings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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