July 28, 2016 2:31 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 with an additional office in Palm Beach, Florida.

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, President, Director, Member of Governance Committee, Member of Asset & Liability Committee and Member of Loan Committee
Age: 57
Co-Founder
Co-Founder
Age: 75
Co-Founder
Age: 75
Co-Founder
Compensation as of Fiscal Year 2016.

Fieldpoint Private Bank & Trust, Inc. Key Developments

Fieldpoint Private Appoints Marc Halsema as Managing Director and Senior Advisor

Fieldpoint Private announced that Marc Halsema has joined the firm as Managing Director and Senior Advisor. His practice is based in Fieldpoint Private's New York City offices. Mr. Halsema works with family-led businesses and family offices around the world to provide intergenerational wealth transfer and business planning advice on issues including succession, estate planning, risk management and asset protection, as well as family office structure and governance, philanthropy and wealth education. Prior to joining Fieldpoint Private, he spent nearly two decades with Ernst & Young, most recently as Executive Director of its Global Family Office Services practice. Prior to that, he led Ernst & Young's family office practice in Moscow, Russia, as well as serving several years working with a boutique merchant bank in the Middle East.

Fieldpoint Private Enters into Palm Beach, Florida, Market, with A New Office; Announces Addition of Joseph McCool as Managing Director and Senior Advisor

Fieldpoint Private announced that it has entered the Palm Beach, Florida, market, with a new office. The company also announced the addition of Joseph McCool as Managing Director and Senior Advisor. Mr. McCool, a nearly 30 year wealth advisory veteran, joins the company following 13 years with Capital Group Private Client Services, where he advised families and business owners on approximately $450 million in investments as a Senior Vice President and investment counselor. Prior to that, Mr. McCool spent a decade with Sanford Bernstein as a principal, and served in corporate finance with Smith Barney.

Clay Skurdal Joins Fieldpoint Private as Managing Director and Senior Advisor

Fieldpoint Private announced that Clay Skurdal has joined the firm as Managing Director and Senior Advisor. Mr. Skurdal joins Fieldpoint Private from Great Northern Advisors, an independent affiliate of Liebenthal Wealth Advisors. Prior to that, he spent nearly 30 years with Morgan Stanley Smith Barney and its predecessor firms including Smith Barney, Shearson Lehman and E.F. Hutton.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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