Tamara Pepe

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.

Country

United States

City

Boston

Industry

Financial Services

Skill

Private Banking, Relationship Management, Strategic Banking Solutions, High-Net-Worth Client Management, Emotional Intelligence

Experience

Citizens Private Bank

Managing Director, Private Bank Relationship Manager

Citizens Private Bank

LinkedIn
2025-9 - Present · 1 yr

Boston, Massachusetts

J.P. Morgan

VP, Relationship Manager | The Atwood Group, Wealth Management

J.P. Morgan

LinkedIn
2024-3 - 2025-9 · 1 yr 7 mos

Boston, Massachusetts

JPMorganChase

VP, Commercial Banker

JPMorganChase

LinkedIn
2023-7 - 2024-3 · 9 mos

Boston, Massachusetts

First Republic

Director, Business Banker

First Republic

LinkedIn
2020-10 - 2023-7 · 2 yrs 10 mos

Boston, Massachusetts

First Republic

Preferred Banking Office Manager

First Republic

LinkedIn
2019-2 - 2020-10 · 1 yr 9 mos

Boston, Massachusetts

First Republic

Sales & Service Manager

First Republic

LinkedIn
2018-2 - 2019-2 · 1 yr 1 mo

Boston, Massachusetts

First Republic

Senior Preferred Banker

First Republic

LinkedIn
2017-4 - 2018-2 · 11 mos

Boston, Massachusetts

Webster Bank

AVP, Associate Relationship Manager, Private Banking

Webster Bank

LinkedIn
2012-4 - 2017-3 · 5 yrs

Hartford, CT

Webster Bank

Assistant Manager II

Webster Bank

LinkedIn
2010-10 - 2012-2 · 1 yr 5 mos

West Hartford, CT

Webster Bank

Customer Service Representative

Webster Bank

LinkedIn
2008-5 - 2010-10 · 2 yrs 6 mos

West Hartford, CT

Webster Bank

Teller I

Webster Bank

LinkedIn
2007-12 - 2008-5 · 6 mos

West Hartford, CT

Education

Central Connecticut State University

Central Connecticut State University

LinkedIn

Business Management

Johnson & Wales University

Johnson & Wales University

LinkedIn

Business Administration

Tamara Pepe's Contact Information

Email

******@***.com

Phone

(**) *** ****

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