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July 31, 2015 6:40 AM ET

Banks

Company Overview of Fieldpoint Private Bank & Trust, Inc.

Company Overview

Fieldpoint Private Bank & Trust, Inc. provides banking and investment advisory services to individuals and families, businesses, and foundations and endowments. It offers personal wealth planning, investment advisory, banking, and lending services; business lending, cash management, wealth and succession planning, and investment advisory services; and investment advisory, lending, and cash management services for institutional clients, including endowments, foundations, associations, and family offices. The company was founded in 2008 and is based in Greenwich, Connecticut.

100 Field Point Road

Greenwich, CT 06830

United States

Founded in 2008

Phone:

203-413-9300

Fax:

203-413-9396

Key Executives for Fieldpoint Private Bank & Trust, Inc.

Chief Executive Officer, Director, Member of Asset & Liability Committee, Member of Loan Committee and Member of Governance Committee
Age: 56
Co-Founder
Co-Founder
Age: 74
Co-Founder
Age: 74
Co-Founder
Compensation as of Fiscal Year 2015.

Fieldpoint Private Bank & Trust, Inc. Key Developments

Fieldpoint Private Appoints Thomas J. Haug as Managing Director and Senior Advisor

Fieldpoint Private announced that Thomas J. Haug has joined the firm as a Managing Director and Senior Advisor. His practice is based in Fieldpoint Private's New York City offices. Haug's decision follows a career at First Republic, where his advice encompassed wealth management, trust, banking, and lending to clients including family offices, hedge funds, private equity and venture capital firms. Mr. Haug began his private banking career at North Fork Bank.

Fieldpoint Private Names Andrew Heitner as Managing Director and Senior Advisor

Fieldpoint Private announced that Andrew Heitner has joined the firm as a Managing Director and Senior Advisor. Mr. Heitner was a vice president with Neuberger Berman's private wealth management group, based in Chicago.

Fieldpoint Private Announces Executive Changes

Fieldpoint Private announced the appointment of Timothy J. Tully as Chairman of the firm's Board of Directors. Mr. Tully succeeds Daniel Donahue, who retired from the chairmanship he held since co-founding the firm in 2008. Mr. Donahue continues as a member of the Board of Directors. Mr. Tully is Managing Partner of Tully Capital Partners and Tully Investment Fund. He has been a Fieldpoint Private Director since 2012, leading the Board's Compensation Committee, as well as serving on its Asset and Liability Committee and Loan Committee.

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Recent Private Companies Transactions

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Date
Target
No transactions available in the past 12 months.
 

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