Steve Fernelis

Managing Director/Senior Private Banker

Mr. Fernelis understands the complexity of the lives and professional circumstances of those who have amassed significant assets, and he dedicates his practice to reducing the friction his clients’ experience in managing their financial lives. He believes he is not in the financial profession simply to provide products, but to deliver personalized advice and service to a purposefully limited number of clients, bringing to bear the full scope of the firm’s banking, lending, investment and wealth planning resources as appropriate for each family.

Mr. Fernelis joined Fieldpoint Private in 2021 after more than eight years with Citi Personal Wealth Management in Armonk, New York. Prior to Citigroup, Mr. Fernelis was with Wells Fargo Advisors as a Regional Private Banker, also in Armonk. While at Wells, he was recognized regionally for outstanding business performance. He began his wealth and banking career with J.P. Morgan Chase in Pleasantville, New York.

Mr. Fernelis earned his bachelor’s at Temple University and lives in White Plains, New York.

Check the background of this investment professional on FINRA’s BrokerCheck.

Contact Details


Office 203.413.9309

Fax 203.413.9209

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