Greg Cantone Email & Phone Number

Managing Director of Retirement Solutions, Wealth Manager @ Citizens Private Wealth

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Greg Cantone Location

New York, NY, US

Greg Cantone Work

2025 - now Managing Director of Retirement Solutions, Wealth Manager @ Citizens Private Wealth
2024 - 2026 Retirement Plan Advisor, Senior Vice President @ Flagstar Advisors
2023 - 2024 Retirement Plan Advisor, Vice President @ Flagstar Advisors
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2017 - 2023 Retirement Plan Advisor, Vice President @ Signature Bank
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2011 - 2017 Financial Advisor @ Merrill Lynch
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2007 - 2011 Office Manager and Title Closer @ Putnam Title Agency Corporation
2011 - 2011 Insurance Agent @ Northwestern Mutual
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2009 - 2010 Financial Planner @ Merrill Lynch
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Greg Cantone Education

Adelphi University
(Business Management, Communications, Human Resources)
2007 - 2011
Mahopac
High School Diploma
2004 - 2007

Greg Cantone Skills

Retirement Planning
Wealth Management
Strategic Financial Planning

Series 7
Uniform Combined State Law
Investments
Financial Analysis
Portfolio Management
Finance
Mutual Funds

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Greg Cantone Summary

Greg Cantone, based in New York, NY, US, is currently a Managing Director of Retirement Solutions, Wealth Manager at Citizens Private Wealth. Greg Cantone brings experience from previous roles at Flagstar Advisors, Signature Bank and Merrill Lynch. Greg Cantone holds a 2007 - 2011 Adelphi University. With a robust skill set that includes Retirement Planning, Wealth Management, Strategic Financial Planning, Series 7, Uniform Combined State Law and more. Greg Cantone has 2 emails and 1 mobile phone numbers on RocketReach.

Greg Cantone Emails

Found 2 emails

Greg Cantone Phone Numbers

Found 1 phone numbers

+1 845-821-XXXX

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Greg Cantone

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Greg Cantone

Managing Director of Retirement Solutions, Wealth Manager at Citizens Private Wealth

New York, NY, US
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Greg Cantone

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Top Citizens Private Wealth Employees

Rick Suarez

Chief Executive Officer at Citizens Private Wealth

New York, NY, US
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3
- +1 510-493-XXXX
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Mike Shayestehfar

Managing Director, Private Wealth Manager at Citizens Private Wealth

Los Angeles, CA, US
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Kristofer Reddaway

Managing Director, Private Wealth Manager at Citizens Private Wealth

United States
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Greg Cantone

Managing Director of Retirement Solutions, Wealth Manager at Citizens Private Wealth

New York, NY, US
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Drew Curto

Managing Director | Wealth Manager at Citizens Private Wealth

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- +1 925-640-XXXX
Michael Hans

Chief Investment Officer at Citizens Private Wealth

Tarrytown, NY, US
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Tara Corcelli

Vice President at Citizens Private Wealth

Providence, RI, US
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Joan Bozek

Chief Fiduciary Officer and Head of Wealth Trust at Citizens Private Wealth

Boston, MA, US
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Paul Hagen

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Philadelphia, PA, US
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Les Satlow

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Matthew Smith

Investment Manager, Vice President at Citizens Private Wealth

Boston, MA, US
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