‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another.
Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast.
Fieldpoint Private has unveiled a reimagined brand promise, corporate identity system and website.
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.
The announcement follows Fieldpoint’s addition of commercial banker Tripp Moore on August 10. Both served previously with Stamford, Connecticut-based Patriot Bank. Mr. Ercoli’s 15 years of financial services experience includes the past 11 years in commercial banking.
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.