Director of Advisor Banking Services
Ms. Pakula joined Fieldpoint Private in 2010 and has 14 years of industry experience. Effective summer 2022 she will serve as Director of Advisor Banking Services, responsible for understanding the unmet banking needs of independent RIAs and collaborating with them to furnish bespoke private banking services to their clients. Ms. Pakula currently oversees the firm’s strategic projects, from definition of requirements, through implementation, training and support. Previously, Ms. Pakula oversaw management of Fieldpoint Private’s wealth management platform, which includes performance reporting and account aggregation, portfolio management tools and financial planning applications.
Prior to Fieldpoint Private, Ms. Pakula was a relationship manager with Morgan Stanley Smith Barney. She earned her undergraduate degree from Babson College. Ms. Pakula resides in Darien, CT with her husband and three sons.