On Friday, Nov 4, Fieldpoint’s Nick Bertha, Director of Wealth and Trust Planning & President of Fieldpoint Trust, and Adam Ercoli, Director of Commercial Banking joined Eric Dye of the Enterprise Podcast Network for an interview to discuss the common threats that entrepreneurs face when they are approaching a valuation,…
The closer you get to the goal, the more concentrated the risk. Consider these concrete financial strategies to pave a path to the end zone.
Awards include global recognition as best boutique private bank.
Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.
Director of Wealth and Trust Planning, Nick Bertha, was interviewed by Tyler Gallagher of Authority Magazine as part of an ongoing interview series in which leaders and experts weigh in and share insights on understanding cryptocurrency.
The veteran financial services executive bolsters Fieldpoint Private’s management team.
Fieldpoint Private welcomes key industry hires in private and commercial banking.
Fieldpoint Private Trust leverages the benefits of America’s most progressive tax laws for clients.
Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast.
‘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.
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.