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

Finance

Consulting

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

This department provides strategic oversight and direction for the organization's initiatives and operations.

Executive Leadership

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

This department focuses on managing client relationships and ensuring customer satisfaction through various support and communication strategies.

Client Services

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

This department oversees the management and compliance of Bank Secrecy Act (BSA) regulations and quality control processes.

BSA Operations

This department manages the administration and processing of loan agreements and related customer interactions.

Fieldpoint Private

Org chart

Board & advisors

Teams

Executive Leadership

Board Members

Client Services

Commercial Banking Team

BSA Operations

Loan Servicing

Offices

Fieldpoint Private

Org chart

Board & advisors

Teams

Executive Leadership

Board Members

Client Services

Commercial Banking Team

BSA Operations

Loan Servicing

Offices

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