Our Advisors


Cari Schnipper

Managing Director and Senior Advisor

 

For nearly 25 years, Cari has been providing highly customized advice, investment solutions, and financial planning services to high net worth individuals, multi-generational families, and corporate executives in the New York City metro area and throughout the country.

Ms. Schnipper joined Fieldpoint Private in 2018 following a long career with Morgan Stanley and its predecessor firm, Smith Barney. She joined Smith Barney in 1989 as a financial planning analyst, and became a financial advisor in 1994. She began her financial career as a CPA, first as a senior auditor at Spicer and Oppenheimer, and later as an assistant controller at JAMIE Securities Company.

Ms. Schnipper is an alumnus of Ohio State University, with a bachelor’s in business administration, and earned her Certified Public Accountant (CPA) designation from New York State in 1985. She has been a Certified Financial Planner™ since 2008.

A native of New Rochelle, NY, Ms. Schnipper resides in Manhattan with her husband, Jeffrey.

cschnipper@fieldpointprivate.com
Office 212.365.7663
Fax 646.532.6563