Peter Manzi, Cfp® Cepa

Peter Manzi, Cfp® Cepa

Senior Vice President, Private Banking @ City National Bank

About Peter Manzi, Cfp® Cepa

Peter Manzi is a Senior Vice President of Private Banking at City National Bank, where he has worked since 2005. He has extensive experience in the banking sector, having previously held managerial and director roles at Citigroup for 18 years, and is actively involved in various charitable initiatives.

Work at City National Bank

Peter Manzi serves as the Senior Vice President of Private Banking at City National Bank, a position he has held since 2005. In this role, he has contributed significantly to the development and growth of the bank's private banking services. He played a pivotal role in establishing City National's Private Bank in New York, which is now integrated into RBC. His extensive experience in private banking enables him to provide tailored financial solutions to clients.

Previous Experience at Citigroup

Prior to his current role, Peter Manzi worked at Citigroup for a total of 18 years. He began as a Manager from 1987 to 1994, followed by a position as Director of Private Banking from 1994 to 2005. His tenure at Citigroup provided him with a solid foundation in banking and finance, which he has leveraged throughout his career.

Education and Expertise

Peter Manzi earned a Bachelor of Business Administration degree in Finance, Banking & Investments from Hofstra University, where he studied from 1985 to 1989. He also attended Holy Cross High School in Flushing, NY, from 1978 to 1982. His educational background has equipped him with the necessary skills and knowledge to excel in the financial services industry.

Professional Affiliations

Peter Manzi is an active member of the XPX Exit Planning Exchange, which focuses on exit planning strategies for business owners. Additionally, he serves as an Executive Board Member and Vice President of the Estate Planning Council of Long Island, contributing to discussions and initiatives related to estate planning in the region.

Community Involvement

Peter Manzi is committed to supporting charitable programs that benefit children with learning disabilities, families of fallen NYC firefighters, and U.S. military veterans. His involvement in these initiatives reflects his dedication to giving back to the community and supporting those in need.

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