Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced it has surpassed the $1 billion threshold in total bank assets, and $5 billion in total wealth management assets.
The Miami Foundation recently singled out Fieldpoint Private’s Joseph Fernandez for his service as interim President and CEO as well as the Chair of the search committee that unanimously selected Rebecca Fishman Lipsey to lead the Foundation.
Investment publication, Barron’s, has named Fieldpoint Private Securities LLC, to its 2020 list of the top 100 RIA firms in America.
The Miami area-based advisory team of Joe Fernandez, Christina Hudson and Johanna Arbelaez-Perez has joined Fieldpoint Private Securities, LLC.
Today, as a consequence of the Coronavirus and the resulting market and policy responses, we are seeing both. Here we will share the effects of this on some common planning techniques.
The team, which previously oversaw $1.2 billion at Bank of America Private Bank, found something better than starting their own independent firm: join someone who already did it.
Now at Fieldpoint Private, the team will advise on all aspects of wealth planning, investment policy and asset management, banking, credit, and governance. The group will be based in Winter Park, an Orlando suburb.
Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high net worth families and institutions, today announced that Christopher DeLaura, CFP®, has joined the firm as Managing Director and Senior Advisor.