Peter S. Manzi, CFP®
Peter advises private banking clients across the full spectrum of wealth planning and management, directing a relationship team of specialists to develop a custom roadmap from deep discovery to ongoing monitoring of recommended solutions. A professional for 30 years, his clientele includes wealthy individuals and families, successful professional service firms and not-for-profit organizations.
Peter was among the first advisors to join City National Bank’s expansion into New York in 2005. Previously he was a Director at Citigroup Private Bank where he started his career in 1987. He earned a B.B.A. in Finance from Hofstra University’s Frank Zarb School of Business. He is FINRA licensed and holds the CERTIFIED FINANCIAL PLANNER™ designation.
On a personal note Peter is married with two sons and resides in Bayville Long Island. Among his community and charitable interests are promoting literacy and programs that support U.S. veterans. He is a First Degree Black Belt in the self-defense art of Jiu Jitsu.