Press

Fieldpoint Private’s Banking Partnership Model Signals New Opportunities for the Independent Advisor Community

Fieldpoint’s collaboration with Summit Financial and Merchant Investment Management integrates private banking as a holistically advised, white-glove offering through independent advisors Greenwich, CT – January 14, 2022 – Fieldpoint Private’s Advisor Banking Services platform represents a new model that will enable independent advisors to deliver truly holistic wealth management services encompassing…

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Expansion

Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management Greenwich, CT – December 16, 2021 – Fieldpoint Private, the fast-growing private banking and wealth advisory firm serving entrepreneurs, families, and institutions, announced its expansion into the Atlanta, Georgia market. The full-service office, located in the heart of…

Fieldpoint Private Earns Global Honor as Best Boutique Private Bank

Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast Greenwich, CT – November 15, 2021 – Fieldpoint Private, the fast-growing wealth advisory and private bank serving successful families and institutions, received two honors from Global Finance magazine’s World’s Best Private Bank Awards, 2022. The firm was…

Fieldpoint Private Named ‘Best Private Bank’

Global Private Banker and The Digital Banker Recognize Firm as ‘Best Private Bank for Ultra High Net Worth Clients’   Greenwich, CT – August 5, 2021 – Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving successful families and institutions, has been recognized as the “Best Private Bank…

Fieldpoint Private Surpasses Two Major Milestones

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.

Miami Foundation Honors Joseph Fernandez for His Service

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.

Fieldpoint Private Welcomes Adam Ercoli

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.