Fund Fanatics

Brendan Coughlin: The Private Bank Playbook


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Fund Fanatics is back—and we’re kicking off the year with a powerhouse conversation.

This episode, Scott Aleali and Jeff Maier sit down with Brendan Coughlin, President of Citizens Financial Group, to unpack what it really takes to build and lead at the highest level in financial services. From launching Citizens Private Bank in the aftermath of the 2023 banking shakeup to scaling a service-led culture with over $13B in deposits, Brendan shares what he’s learned by winning by losing.

We dive into reimagining the future of banking, the massive generational wealth transfer reshaping the industry, how AI is changing the operating model and why trust, advice and people matter more than ever. Brendan also opens up about balancing ambition with family life, building side hustles inside big organizations and taking smart career risks without waiting for permission.

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Fund FanaticsBy Scott Aleali and Jeff Maier