Fieldpoint Private is a financial services company providing wealth advisory services.

Consulting

Finance

Fieldpoint Private

Fieldpoint Private's headquarters in New York, NY, United States

The Greenwich office focuses on loan servicing and commercial banking, supporting executive leadership and financial operations.

Greenwich

The West Palm Beach office focuses on compliance and regulatory support, enhancing banking operations in the region.

West Palm Beach

H. Russell Holland

John W. Davis

David Bagatelle

Sharon Henderson

Nicole Boutmy de Katzmann

Scott Hester

Tara Mulcahey

Jim Velez

Viviana Diaz

Joanne Schwind

Jennifer Chambers

Jeffrey Ruden

Caroline Corbett

Debra Huddleston

James Deutsch

Timothy J. Tully

Donald M. Ullmann

Scott MacKenzie

Mark A. Ricca

David M. Lukach

Mark J. Casella

Gerry Cuddy

The Board Members at Fieldpoint Private play a crucial role in guiding the strategic direction of the company, overseeing its governance, and ensuring alignment with its mission to provide exceptional wealth advisory services. They leverage their expertise to foster growth, enhance client relationships, and uphold the highest standards of ethical practice within the financial services industry.

Board Members

The Commercial Banking Team at Fieldpoint Private focuses on delivering tailored financial solutions to businesses, helping them navigate their growth and operational needs. This team works collaboratively to provide commercial loans, credit services, and expert advisory, ensuring clients receive personalized attention and strategic guidance to achieve their financial objectives.

Commercial Banking Team

The Leadership Team at Fieldpoint Private is responsible for setting the strategic direction and vision of the company, ensuring alignment across all departments to drive innovation and growth in wealth advisory services. This diverse group oversees critical functions such as financial management, risk assessment, and digital integration, fostering a collaborative environment to enhance client experiences and operational efficiency.

Leadership Team

The Technology Team at Fieldpoint Private is responsible for developing and maintaining the company's digital infrastructure and software solutions. They ensure seamless IT support for staff and clients, enhance digital integration for wealth advisory services, and drive innovation through technology to improve overall customer experience and operational efficiency.

Technology Team

The Banking and Financial Services team at Fieldpoint Private is dedicated to delivering personalized banking solutions and wealth management services to clients. This team, comprising experienced banking advisors and specialists, focuses on treasury management, private banking, and trust planning, ensuring clients receive tailored financial strategies to meet their unique needs and objectives. Their collaborative approach aims to enhance the overall client experience while optimizing financial performance and security.

Banking and Financial Services

The Banking Operations Team at Fieldpoint Private is responsible for overseeing the execution and management of private banking services, ensuring efficient loan processing and servicing. The team works closely with clients to provide tailored financial solutions while maintaining high standards of operational integrity and client satisfaction. They also support the executive leadership in strategic initiatives and day-to-day banking operations.

Fieldpoint Private

Org chart

Board & advisors

Teams

Board Members

Commercial Banking Team

Leadership Team

Technology Team

Banking and Financial Services

Banking Operations Team

Offices

Fieldpoint Private

Org chart

Board & advisors

Teams

Board Members

Commercial Banking Team

Leadership Team

Technology Team

Banking and Financial Services

Banking Operations Team

Offices

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