Peter S. Manzi, CFP®, CEPA®
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 35 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 Series 7 and 65 licensed and holds the CERTIFIED FINANCIAL PLANNER™ designation and is a Certified Exit Planning Advisor (CEPA) for business owners .
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 Second Degree Black Belt in the self-defense art of Jiu Jitsu.