Important Message for Our Clients

Our new Personal and Treasury Cash Management systems are live and ready.
To learn more: Personal | Business

Personalized Service from Industry Leaders

Our team of investment advisors and bankers work with you on custom portfolios and services to ensure your wealth is cared for and secure.

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

Timothy Tully

Executive Chairman

View Profile

H. Russell Holland

President and CEO Fieldpoint Private Bank & Trust

View Profile

Ian McMahon

Chief Financial Officer

View Profile

David E. Achzet

Chief Compliance Officer, Fieldpoint Private Securities, LLC

View Profile

View Profile

Johanna Arbelaez-Perez

Associate Advisor

View Profile

Paz Criado

Managing Director/Senior Commercial Banker

View Profile

Joe Fernandez

Managing Director/ Senior Advisor

View Profile

Despina Geleris

Managing Director/Senior Commercial Banker

View Profile

Carlos Halley

Managing Director/Senior Commercial Banker

View Profile

Steve Fernelis

Managing Director/Senior Private Banker

View Profile

Jaclyn Green

Managing Director/ Senior Advisor

View Profile

Thomas J. Hakala

Managing Director/ Senior Advisor

View Profile

Christina Hudson

Managing Director/ Senior Advisor

View Profile

View Profile

Al Jacobi

Managing Director/ Senior Advisor

View Profile

Dara Johnson

Managing Director/ Senior Advisor

View Profile

David Jonker

Managing Director/ Senior Advisor

View Profile

Daysi Leiva

VP, Associate Advisor

View Profile

Lisa Muccioli

VP, Associate Advisor

View Profile

Ivan Munoz

Commercial Banker

View Profile

Ronan O’Byrne

Managing Director/ Senior Advisor

View Profile

Kevin O’Hanlon

Managing Director/Senior Commercial Banker

View Profile

Vid Persaud

Managing Director/Private Banker

View Profile

Greg Reidy

Managing Director/ Director of Alternative Investments

View Profile

Jeffrey Ruden

Managing Director/Senior Commercial Banker

View Profile

Joanne Schwind

VP, Associate Advisor

View Profile

Nicholas Bertha

Director of Wealth and Trust Planning

View Profile

Keith Avant

Chief Credit Officer

View Profile

Bobby Castellow

Director of Client Experience & Head of Private Branch Banking

View Profile

Michael Stearns

Chief Digital Officer

View Profile

Adam Ercoli

Director Commercial Banking, Northeast Region

View Profile

Cathy Mayberry

SVP, Director of Operations, Fieldpoint Private Securities, LLC

View Profile

Mikayla Pakula

Senior Vice President, Director of Digital Platform & Experience

View Profile

Amanda Price

Chief Risk Officer

View Profile

Emmitt Smith, Jr.

Director Commercial Banking, Southeast Region

View Profile

Michael White

Chief Brand and Talent Officer

View Profile

Nicholas Zukowski

Director Private Banking

View Profile

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…

Learn More Read More Perspectives

Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC

Notice

You have reached a website outside of Fieldpoint Private.

If you would like to leave Fieldpoint Private, please confirm below.

Continue | Go Back