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.