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Leadership Board of Directors Bankers Advisors Associates
Location:
  • Greenwich
  • New York
  • Orlando
  • Miami
  • Atlanta

Timothy Tully

Executive Chairman

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H. Russell Holland

President and CEO Fieldpoint Private Bank & Trust

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Gina Omolon

Chief Financial Officer

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Ian McMahon

Chief Financial Officer, emeritus

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Brent Yamaato

Chief Operating Officer

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David E. Achzet

Chief Compliance Officer, Fieldpoint Private Securities, LLC

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Keith Avant

Chief Credit Officer

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Nicholas Bertha

Director of Wealth and Trust Planning

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Amanda Price

Chief Risk Officer

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Michael Stearns

Chief Digital Officer

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Michael White

Chief Brand and Talent Officer

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Johanna Arbelaez-Perez

Associate Advisor

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Paz Criado

Managing Director/Senior Commercial Banker

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Willie Daniely

Director of Services and Operations

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John W. Davis

Director of Operational Strategy & Execution

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Tas Denman

Managing Director/Senior Private Banker

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Joe Fernandez

Managing Director/ Senior Advisor

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Viviana Frias-Diaz

Managing Director/Senior Private Banker

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Despina Geleris

Managing Director/Senior Commercial Banker

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Derek Grayson

Managing Director/Senior Commercial Banker

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Carlos Halley

Managing Director/Senior Commercial Banker

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Jaclyn Green

Managing Director/ Senior Advisor

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Christina Hudson

Managing Director/ Senior Advisor

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Dara Johnson

Managing Director/ Senior Advisor

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David Jonker

Managing Director/ Senior Advisor

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Lisa Muccioli

VP, Associate Advisor

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Ivan Munoz

Commercial Banker

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Kevin O’Hanlon

Managing Director/Senior Commercial Banker

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Vid Persaud

Managing Director/Private Banker

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Robert Pirson

Managing Director/Commercial Banker

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Ted Reagan

Director of Information Technology

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Greg Reidy

Managing Director/ Director of Alternative Investments

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Jeffrey Ruden

Managing Director/Senior Commercial Banker

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Joanne Schwind

VP, Associate Advisor

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Bobby Castellow

Director of Program Management

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Adam Ercoli

Director of Commercial Banking

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Cathy Mayberry

SVP, Director of Operations, Fieldpoint Private Securities, LLC

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Mikayla Pakula

Director of Advisor Banking Services

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Emmitt Smith, Jr.

Director of Private Banking

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Nicholas Zukowski

Managing Director/Senior Private Banker

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Tax Alert: Here We Go Again?

As readers of these Tax Alerts are aware, many tax proposals and “scares” emanate from Washington which cause much consternation, sometimes prophylactic, proactive tax planning, and yet in the end do not come to fruition. The current poster child being last year’s tax law legislation that continues to flounder on…

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Nicholas Bertha
Fieldpoint Private Trust, President

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