Fieldpoint Private Welcomes New Managing Director
Greenwich, CT – July 5, 2016 – 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. His practice is based in Fieldpoint Private’s New York City offices.
Mr. DeLaura advises families across all aspects of wealth management, including cash flow, asset allocation, multi-generation family governance, insurance, credit, charitable planning and business planning. In addition to his role working with clients, he will serve as Chief Administrative Officer, Wealth Advisory, with operations responsibility for the firm’s broker-dealer and Registered Investment Advisor units.
Mr. DeLaura joins Fieldpoint Private from Westport Resources, headquartered in Westport, Connecticut, where he advised on approximately $200 million in client assets on behalf of more than 20 families, and served in a number of management capacities including Chief Operating Officer. Prior to that, he spent 11 years with UBS Financial Services in New York City and Weehawken, New Jersey, in a variety of roles including Financial Advisor and Director of the firm’s Emerging Affluent Program, which grew to advise more than 175,000 clients on approximately $4 billion in assets.
“The families I work with understand the role I play as an unbiased advocate who sits on the same side of the table with them,” said Mr. DeLaura. “In Fieldpoint Private, I’ve found a firm that, from the beginning, engineered itself to serve clients under this same philosophy. Its scope is holistic across all facets of wealth management, and its intellectual leadership is clearly world class.”
Robert Matthews, President and CEO of Fieldpoint Private, said that Mr. DeLaura is only the latest example of the broad scope of advisors who have found a home at the firm. “They are coming here from the large universal banks, independent RIAs, multi-family offices, private banks and trust companies — even from institutional trading backgrounds,” he said. “What they all have in common is a commitment to put the client first and to provide wealth advice that is uncolored by conflicting interests. We are proud that, once again, a professional of Chris’s caliber has elected to join us.”