March 29, 2017 12:56 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 and Director
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 Juan Castaneda as New Managing Director, Senior Advisor

Fieldpoint Private has appointed Juan Castaneda as managing director and senior advisor, based in New York City office. Prior to joining Fieldpoint, Castaneda served at UBS, where he was on various roles on behalf of Latin American families and institutions. At UBS, he most recently served as an executive director of emerging market credit sales and head of Latin America.

Fieldpoint Private Appoints Catherine Zieman as its Managing Director and Senior Adviser

Fieldpoint Private has appointed Catherine Zieman as its managing director and senior adviser. Based in the firm's Palm Beach, Florida offices, Zieman will be responsible for advising high net-worth clients, family offices and institutions on asset allocation, investment selection, wealth planning as well as wealth transfer strategies. Zieman has been advising Floridians on wealth issues for over two decades, and most recently was a wealth adviser at Neuberger Berman in West Palm Beach. She previously served as a wealth strategist at Northern Trust in Boca Raton, and also worked at Dean Witter.

Fieldpoint Private Appoints Richard Land as Managing Director and Senior Advisor

Fieldpoint Private announced that Richard Land has joined the firm as Managing Director and Senior Advisor. His practice is based in the company's Greenwich, Connecticut office. He joins the firm following 12 years with Citigroup. Most recently, he was with Citi Private Bank in Greenwich and Westport, Connecticut, where he worked with successful families and entrepreneurs on more than $300 million in investments, personal and business banking and credit.

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Recent Private Companies Transactions

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

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