Fieldpoint Private

Financial Services - Greenwich, CT, US

Fieldpoint Private Employees
Nina Caufield

Director of Strategic Initiatives

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Kelly Flaherty

SVP, Director of Wealth Management Administration

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Taylor Gray

Managing Director and Senior Advisor

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Lisa McDonnell

Director of Client Experience

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Ivan Munoz

Senior Credit Officer

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Fieldpoint Private Senior Management
Taylor Gray

Managing Director and Senior Advisor

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Jeffrey Ruden

Managing Director, Sr. Commercial Banker

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Mike White

Chief Marketing Officer

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Stephen Steinthal

Managing Director / Senior Advisor

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Stephen Scott

Chief Operating Officer

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Ray Escano

MD; Senior Commercial Banker

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David Jonker

Managing Director/Senior Advisor

Contact David Jonker

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Fieldpoint Private Details

Fieldpoint Private provides personalized, confidential wealth planning and private banking services. Headquartered in Greenwich, Connecticut, with offices in New York and throughout the southeast, the firm has more than $1 billion in bank assets and $5 billion in wealth management assets. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of wealth management and strategy, family office, private banking and business banking services. Though a comprehensive understanding of clients' individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time. Banking Services: Fieldpoint Private Bank & Trust, Member FDICRegistered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, MSRB, SIPC.

Fieldpoint Private logo, Fieldpoint Private contact details
Employees: 100 - 249
HQ: 203-413-9300
Location: Greenwich, CT, US
Revenue: 10 - 20 Million
Wealth Management Private Banking Commercial Banking Trust and Estate Planning B2B Financial Services Financial Advisory Services
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