Mr. Steinthal works with successful families and entrepreneurs to identify their aspirations and concerns, in both the short and long term. He then crafts customized plans and marshals the intellectual capital and resources of the firm to bring those plans to life. To do so, he works with a select number of clients, digging deep to understand their financial pictures on a holistic level, across generations, and well beyond investments alone.
Joined by his partner, Ronan O’Byrne, he joined Fieldpoint Private in 2014, with over two decades of financial markets experience. Previously, Mr. Steinthal was with Academy Securities, an investment banking and institutional trading firm, where he was Managing Director of Sales in the corporate services and buy-backs group.
Prior to that, he served for 25 years on the floor of the NYSE with Bank of America and its predecessor firms, including Fleet Bank and Quick & Reilly. His roles included supervising a team of traders as head of industrials trading, and working with CFO’s, investor relations departments, and technology teams to develop proprietary algorithms and trading strategies.
Mr. Steinthal is a graduate of Providence College and holds the Series 7, 24, 63, 66 licenses, and the life, accident and health insurance license.