Brian Nagle in

Brian Nagle

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Senior Managing Director at Citizens Private Wealth
📍 Boston, Massachusetts, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
32 Years
Current Role
Senior Managing Director
Job Level
Senior
Location
Boston, Massachusetts, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2024
Senior Managing Director
Citizens Private Wealth
8-2000 - 6-2024
Adjunct Professor Sawyer School of Management
Suffolk University
7-2023 - 5-2024
Managing Director, Wealth Partner
J.P. Morgan
8-2007 - 4-2024
Co-Founder
Family Business Association
9-2013 - 6-2023
Managing Director
First Republic Private Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
6-1999 - 6-1999
Program of Instruction For Lawyers
Harvard Law School
1993 - 1994
Master of Laws
Georgetown University Law Center
1993 - 1994
Certificate in Employee Benefits
Georgetown University Law Center
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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