Mr. DeLaura is a deeply experienced advisor to successful families with complex financial lives. His advice encompasses financial planning, asset allocation and portfolio construction, multigenerational family governance, business planning, and wealth transfer including charitable and estate planning. His work often involves close collaboration with families’ tax professionals and attorneys.
Mr. DeLaura joined Fieldpoint Private in 2016 from Westport Resources Management, a Westport, CT-based wealth advisory firm, where he served in a variety of roles including Financial Planner, Portfolio Manager, and Chief Operating Officer. Prior to that, he spent 11 years with UBS in New York City and Weehawken, NJ. There, his roles included advising high net worth families as a Financial Advisor, and serving as Director of the firm’s Emerging Affluent Program, which advised over 175,000 clients on approximately $4 billion in assets.
He is an alumnus of New York University’s Stern School of Business. He is a Certified Financial Planner (CFP® ), and holds the Society of Trust and Estate Professionals’ (STEP) Advanced Certificate in Family Business Advising.