Citarell’s deep industry expertise and strong client relationships to bolster Easterly’s private wealth distribution network in the Northeast region
BEVERLY, Mass. (February 12, 2024) – Easterly Asset Management (“Easterly”), home to investment teams providing investors with a portfolio of solutions across alternatives, active equity, and active fixed income, today announced the appointment of Paul Citarell, CIMA® as Senior Vice President of Sales, Northeast. In this role, Citarell will be instrumental to Easterly’s distribution strategy in the Northeast, focusing on cultivating and managing client relationships across the firm’s mutual funds and private market offerings to RIAs, financial advisors, family offices, and high-net-worth individuals.
Citarell will report to Phil Juliano, Jr., Head of Sales at Easterly. He brings more than 30 years of investment product and capital markets sales experience with a cultivated private wealth network in the Northeast region. Citarell has an established track record of successfully developing and managing relationships, educating financial advisors on the benefits of diverse investment strategies across alternatives, fixed income, and equities, as well as a wide range of products, including mutual funds, separately managed accounts, and model portfolios.
“Paul’s deep expertise and established track record in building client relationships will be a valuable asset to our team, expanding access to our diverse portfolio of curated investment solutions that make portfolios better,” said Darrell Crate, Founder and Managing Principal at Easterly Asset Management. “We’re excited to have him join our team as we continue to expand our distribution network to financial advisors and RIAs throughout the Northeast.”
Citarell has served in senior sales and distribution roles for some of the world’s largest investment management firms. He joins Easterly having spent 18 years at John Hancock Investment Management, the U.S. subsidiary of Manulife Investment Management where he last served as Senior Vice President of Sales. Previously, Citarell served as a Vice President of Sales at Nuveen, and Fisher Investments, respectively, where he was responsible for developing and maintaining relationships with RIAs, family offices, and other independent advisor channels. He holds FINRA Series 7, 24, 63, and 65 licenses, alongside a Certified Investment Management Analyst (CIMA®) designation.
“Easterly is unique in that we provide investors with a carefully curated set of solutions that are often complementary to existing portfolios and designed to grow and protect wealth under a variety of market conditions,” said Phil Juliano, Jr., Head of Sales at Easterly Asset Management. “Paul coming on board will help us to both meet and extend the growing demand from RIAs and financial advisors for our solutions across public and private markets.”
About Easterly
Easterly Asset Management and its Strategic Partners provide private wealth and institutional investors with a portfolio of solutions across alternatives, active equity, and active fixed income. Founded in 2019, Easterly’s goal is to bring curated solutions to clients that make their portfolios better by partnering with trusted investment teams who have an established track record of delivering value to investors. Easterly enables high performing managers to operate at scale by delivering best-in-class resources, risk management, operational support, and infrastructure, as well as an institutional and wealth distribution team. As of September 30, 2024, Easterly and its Strategic Partners manage $60B of client assets. For more information, visit easterlyam.com.
Media Contacts
Jen Zeilman
jzeilman@easterlyam.com
Nneka Etoniru
easterly@avenuez.com
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