# CFG Pension Plan

CFG Pension Plan is a Pension Fund based in Johnston, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Johnston, United States
- **Region:** North America
- **Address:** One Citizens Bank Way, Johnston, RI, United States
- **Founded:** 1995
- **Assets under management:** 219938 (Altss estimate)
- **Website:** www.citizensbank.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Sectors

- Financial Services
- Wealth Management

## People

- 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

## 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.

### 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.

### 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.

## Related profiles

- [Teacher Retirement System of Texas](https://altss.com/profile/teacher-retirement-system-of-texas)
- [Mariner Investment Group](https://altss.com/profile/mariner-investment-group-mig)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cfg-pension-plan

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
