Board of Directors

Mark J. Casella

Mr. Casella is a retired Senior Partner of PricewaterhouseCoopers LLP (PwC). During his career he served as Global Engagement Partner leading numerous of the firm’s largest audit clients globally. He had 40 years of experience with the firm, including 26+ as a partner. His tenure included 16+ years in a variety of leadership functions spanning industry, technical, global and national roles, including being the Managing Partner overseeing PwC’s U.S. Financial Services Practice, and leading the firm’s U.S. Alternative Investments Practice. Mr. Casella’s expertise encompasses strategy, planning and implementation, crisis management, corporate governance, regulatory management and process automation. Additionally, Mr. Casella has over 26 years of directorship experience serving on professional and civic boards. He currently serves as a member of the University of Chicago Dean’s Parent and Family Counsel, and is a past member of the Board of Advisors of the Georgetown University McDonough School of Business, the Board of Directors of the East Harlem Tutorial Program and the Boards of Trustees of the Melrose School in Brewster, New York, and the North Salem Central School District. He earned his bachelor’s degree from Georgetown University.

 

Gerry Cuddy

Mr. Cuddy is an accomplished leader with almost 40 years of experience in the banking and financial services industry, and serves as Fieldpoint Private’s Chairman of the Board. He was the President and CEO of Beneficial Bank from 2007 until 2019. During his tenure, Mr. Cuddy saw Beneficial through its public offering, substantial organic growth and several key acquisitions. Prior to joining Beneficial he held senior lending positions at Bank of America and Citicorp. Additionally, Mr. Cuddy serves on the Boards of the Penn Mutual Life Insurance Company, Asset-Map and PatientFi. He earned an undergraduate degree from Villanova University and an MBA from St. Joseph’s University.

 

James Deutsch

Mr. Deutsch has been a managing partner at Patriot Financial Partners, L.P. (“Patriot”), a private equity firm focused on investing in community banks, thrifts and financial services related companies throughout the United States, since 2012. Prior to 2012, Mr. Deutsch was a commercial banker with his most recent position as founder, President and CEO of Team Capital Bank. In addition to Fieldpoint Private, Mr. Deutsch currently serves on the boards of directors of FirstCapital Bank of Texas, Georgia Banking Company and First National Bank of America. Mr. Deutsch previously served on the boards of  Pacific Mercantile Bancorp, Cape Bank, Sterling Bank, Monroe Bank and Trust, Avenue Bank, Los Alamos National Bank, Enterprise Bank and Trust, and Atlantic Community Bankers Bank. He also has served on numerous not-for-profit companies including his current post as past president for the Minsi Trails Council of the Boy Scouts of America. Mr. Deutsch has a B.S. in Finance and a M.B.A. from Lehigh University. Mr. Deutsch has experience in financial services and a perspective as both an investor and operator of banks. He has over 35 years of banking experience and brings a breadth of knowledge to the Board in investment banking, commercial lending and corporate finance.

 

H. Russell Holland

Mr. Holland brings over 30 years’ banking experience to Fieldpoint Private leading the bank as President & CEO, a Director of the Board and a member of Fieldpoint Private Trust, LLC, Board of Managers. Prior to Fieldpoint, he served as EVP, Chief Credit Officer at SouthCrest Bank in Atlanta, where he led the bank’s commercial, consumer and residential lending functions. Previously, Mr. Holland held several leadership roles at Seacoast Bank in Florida, including Chief Lending Officer and Chief Banking Officer. Before joining Seacoast, he was Market President for Union Bank of Florida (now BB&T) in the Palm Beach County and Treasure Coast markets, responsible for expanding that bank’s presence throughout the region. He also served as Union’s Chief Lending Officer. Mr. Holland held numerous senior level credit positions at Barnett Bank and Bank of America, including leadership roles in real estate capital markets and financial services. Mr. Holland was Chief Financial Officer at a private REIT in Miami, and began his career with KPMG Peat Marwick in Stamford, CT, Miami, FL and Charlotte, NC. Mr. Holland holds a B.S. in accountancy from Wake Forest University.

 

Debra Huddleston

Ms. Huddleston is a Managing Director at Brean Capital and currently serves as the Chairman of the Board of Directors of National Cooperative Bank, a congressionally chartered institution with more than $3 billion of assets. At NCB, she chairs the Compensation & Governance Committee and previously chaired the Finance Committee and served on the audit committee. She has extensive experience in real estate lending, capital markets and structured products, including overseeing issuance of more than 50 securitizations totaling in excess of $35 billion and providing strategic advice to major clients such as U.S. and European bank regulators, global asset managers and systemically important financial institutions on over $150 billion of fixed income assets. She started her career at Chemical Bank, now a part of JPMorgan Chase, and has since held increasingly senior roles at a number of premier financial institutions including Citibank, Credit Suisse, BlackRock and Perella Weinberg. Ms. Huddleston holds an MBA from The Wharton School at the University of Pennsylvania and a BA from Brown University.

 

David M. Lukach

Mr. Lukach is a retired Senior Partner of PricewaterhouseCoopers LLP (PwC). During his career of 40 years, he served the firm’s largest financial services clients (banks, investment banks, insurance companies, asset managers) and corporate clients. He held a leadership role in PwC’s capital markets advisory practice, which provides advice on the design and execution of debt, equity and securitization transactions, valuation of financial and derivative transactions, risk measurement and hedging, governance, monitoring and internal controls over financial products and transactions, and financial, tax and regulatory reporting.

 

Mark A. Ricca

Mr. Ricca has been a Director of the Bank since 2016 and was recently appointed to the Board of Managers for Fieldpoint Private Trust, LLC. He is a CPA who represents high-net-worth families by providing advisory and planning services to manage inter-generational wealth. During his time in practice spanning more than 40 years he has delivered strategic counsel in all areas of estate and wealth transfer, including trust formation and operation, as well as liquidity planning. He has worked closely with families in helping transition ideologies as well as wealth. Mr. Ricca is currently a resident of Fairfield County. He is a member of the AICPA, CSCPA, Florida Board of Accountancy and the Estate Planning Council of Fairfield County. He also serves as a Trustee and a Foundation board member for non-profit and family wealth clients.

 

Rudy Sahay

Mr. Sahay is the Founder and Managing Partner of Aquarian Holdings. In addition, he is Chairman of Investors Heritage Life Insurance Company. He is also Co-Founder of 54 Madison Partners, a real estate private equity investment firm. He was a founding member of the principal investments group and real estate private equity group at Guggenheim Partners, and served as Co-Head of Guggenheim’s venture-capital and growth-equity investment platform. Mr. Sahay joined Guggenheim from private equity firm H.I.G. Capital. He served as an adviser on emerging-markets investments to Albright Capital Management, the private investment fund of former Secretary of State Madeleine Albright, and as an investment professional at Jupiter Partners, a middle-market private equity firm. He began his career as a consultant for The Boston Consulting Group. He earned an MBA, with honors, from The Wharton School at the University of Pennsylvania and an AB, cum laude, from Harvard University.

 

Timothy J. Tully

Mr. Tully has been a Director of the Bank since 2012, served as Chairman of the Board from 2014-2022, served as Executive Chairman of Fieldpoint Private Holdings, Inc. since 2019, and was recently appointed to the Board of Managers for Fieldpoint Private Trust, LLC. He is a Founder and the Managing Partner of Tully Capital Partners, LLC and Tully Investment Fund, LLC. Tully Capital Partners was founded in 1997 and is primarily engaged in private equity investments; Tully Investment Fund was formed to hold assets with greater liquidity, such as public equity, hedge funds and managed accounts. A graduate of Boston College with a BS in Finance, Mr. Tully began his career as an Equity Options Specialist and Market Maker on the New York Options Exchange, where he served as a Floor Official. He then worked for several years in real estate investment before assuming his present management responsibilities. He has also served on the Board of Directors of companies listed on the NYSE and NASDAQ, serving on a variety of committees, and chairing the Compensation Committees.

 

Donald M. Ullmann

Mr. Ullmann has been a Director of the Bank since 2016. He is currently consulting in the financial services sector, concentrating on investment policy and balance sheet management. Past positions include Managing Director, Head of Product Development for the Fixed Income Group at Guggenheim Securities, Executive Vice President of Fixed Income at Keefe, Bruyette and Woods, Inc. and previously co-head of their Financial Strategies Group, and Head of Global Fixed Income Research at Merrill Lynch & Co. Mr. Ullmann started his career in the mortgage backed securities group at Salomon Brothers. He holds an MBA from the Kellogg School of Management at Northwestern University and a BA in Economics from Brown University. Mr. Ullmann currently serves on the board of the Northwestern Mutual Series Fund. He is on the Advisory Council of the Nature Conservancy of New Jersey, and is active with The Nature Conservancy of Florida. He is also a mentor with UnidosNow, which provides guidance to Latinx high school students who strive to be the first in their families to attend college.

 

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