Tamara Pepe
Managing Director, Private Bank Relationship Manager @ Citizens Private Bank
About
I've spent nearly two decades in private banking helping executives, investors, founders, individuals and families simplify their financial lives so they can focus on what they do best - building, leading and living fully. Today, I work with clients across industries to design tailored banking solutions that support both their professional and personal goals. Whether it's day-to-day banking, strategic capital planning, or structuring complex entity relationships, I'm the single point of contact who connects all the moving parts and players. I partner closely with specialists in lending, wealth management and capital markets - bringing in the right expertise at the right time - while maintaining the client relationship from the first conversation through every stage of growth. At my core, I'm a seeker, finder, connector, and closer. I build trust quickly, deliver with precision, and stay deeply involved to ensure each client's banking experience evolves alongside their ambitions. If you're growing something impactful - a business, a family or a mission - or simply ready for a more thoughtful, elevated relationship-based approach to private banking, let's connect.
United States
Boston
Financial Services
Private Banking, Relationship Management, Strategic Banking Solutions, High-Net-Worth Client Management, Emotional Intelligence
Experience
Tamara Pepe's Contact Information
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