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 Bankers Advisors Associates

Location:

Greenwich
New York
Orlando
Miami
Atlanta

Timothy Tully

Executive Chairman

Christopher DeLaura

President and CEO, Fieldpoint Private Securities, LLC

H. Russell Holland

President and CEO Fieldpoint Private Bank & Trust

Ian McMahon

Chief Financial Officer

Stephen Scott

Chief Operating Officer Fieldpoint Private Bank and Trust

David E. Achzet

Chief Compliance Officer, Fieldpoint Private Securities, LLC

Cameron Dawson

CFA®, Chief Market Strategist

Marc Angle

Managing Director/ Senior Advisor

Johanna Arbelaez-Perez

Associate Advisor

Nicole Boutmy de Katzmann

Managing Director/ Senior Advisor

Walker Brady

AVP, Senior Associate

Frazier Caner

Managing Director/ Senior Advisor

Steven Cangialosi

VP, Associate Advisor

William E. Christian

Managing Director/ Senior Advisor

Stacey Cole

Managing Director/ Senior Advisor

Paz Criado

Managing Director/Senior Commercial Banker

Joe Fernandez

Managing Director/ Senior Advisor

Christian Gallo

VP, Associate Advisor

Despina Geleris

Managing Director/Senior Commercial Banker

Carlos Halley

Managing Director/Senior Commercial Banker

Steve Fernelis

Managing Director/Senior Private Banker

Mariaelena Ferrer

Managing Director/ Senior Private Banker

Samuel Gilliland

Managing Director/ Senior Advisor

Taylor Gray

Managing Director/ Senior Advisor

Jaclyn Green

Managing Director/ Senior Advisor

Thomas J. Hakala

Managing Director/ Senior Advisor

Andrew W Heitner

Managing Director/ Senior Advisor

Christina Hudson

Managing Director/ Senior Advisor

Nelson Hernandez

Managing Director/ Senior Advisor

Al Jacobi

Managing Director/ Senior Advisor

Dara Johnson

Managing Director/ Senior Advisor

David Jonker

Managing Director/ Senior Advisor

Tammi Lauder

Managing Director/ Senior Advisor

Daysi Leiva

VP, Associate Advisor

Lisa Muccioli

VP, Associate Advisor

Ivan Munoz

Commercial Banker

Ronan O’Byrne

Managing Director/ Senior Advisor

Kevin O’Hanlon

Managing Director/Senior Commercial Banker

Vid Persaud

Managing Director/Private Banker

Tara Pioli

Associate Advisor

Andrew Randak

Managing Director/ Senior Advisor

Greg Reidy

Managing Director/ Director of Alternative Investments

Sean Reidy

Vice President/ Senior Advisor

Jeffrey Ruden

Managing Director/Senior Commercial Banker

Cari Schnipper

Managing Director/ Senior Advisor

Joanne Schwind

VP, Associate Advisor

Kristian Sedeño

VP, Associate Advisor

Karen B. Smith

Managing Director/Senior Commercial Banker

Stephen Steinthal

Managing Director/ Senior Advisor

Jacqueline Yantis

Managing Director/Senior Commercial Banker

Johnny Gibson

CFA®, CMT®, Chief Investment Officer

Nicholas Bertha

Director of Wealth and Trust Planning

Adam Ercoli

Director Commercial Banking, Northeast Region

Kelly Flaherty

SVP, Director of Operations and Onboarding Initiatives, Fieldpoint Private Securities, LLC

Cathy Mayberry

SVP, Director of Operations, Fieldpoint Private Securities, LLC

Lisa McDonnell

VP, Director of Commercial Sales and Treasury Management

Mikayla Pakula

Senior Vice President, Director of Digital Platform & Experience

Amanda Price

Chief Risk Officer

Emmitt Smith, Jr.

Director Commercial Banking, Southeast Region

Michael White

Chief Brand and Talent Officer

Nicholas Zukowski

Director Private Banking

Fieldpoints of View: Steve Ricchiuto, Chief Economist at Mizuho Securities USA

Understanding of historical demand, how greater supply in modern times has suppressed inflation, and how this relates to equity markets, securities, credit, and Federal Reserve policy.

Learn More

Cameron Dawson
CFA®, Chief Market Strategist

Johnny Gibson
CFA®, Chief Investment Officer