GREENWICH, Conn., Dec. 13, 2017 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, today announced that Brian Smith has joined the firm as Managing Director and Senior Advisor. His practice is based in Fieldpoint Private’s Palm Beach, Florida, office.
Mr. Smith had been with First Republic Bank since 2000, first in New York and later in Palm Beach, advising approximately 35 ultra-high-net-worth families on $1.2 billion in banking, lending and wealth management business. Prior to First Republic, Mr. Smith was a private banker with U.S. Trust and the Bank of New York.
Mr. Smith joins Fieldpoint Private, a firm that was founded in 2008 by a group of financial industry veterans including former Merrill Lynch chairmen David Komansky, Daniel Tully and William Schreyer; TD Ameritrade chairman Joseph Moglia; Paine Webber and UBS Americas chairman Joseph Grano; and Home Depot founders Bernard Marcus and Kenneth Langone. With roots in Greenwich, Connecticut, and New York City, the firm expanded to Palm Beach in 2016, and in its first decade has become the fastest growing new private bank in America.
“My clients are in Palm Beach, Connecticut and New York, and their financial lives are complex,” Mr. Smith said. “Given that footprint and their broad-ranging needs, I expected I would have to settle for one of the giant firms, rather than the boutique experience my clients are clearly looking for. And then I found Fieldpoint.”
“They [Fieldpoint] are where my clients are, and they have an answer for everything my clients need,” Mr. Smith added. “I know my clients are going to love it here.”
“What impresses me most about Brian,” said Robert Matthews, President and CEO of Fieldpoint Private, is that he doesn’t think of himself as advising on banking needs, or investments, or trusts. He thinks of himself as advising successful families and their businesses. The money is just a part of that.” Mr. Matthews added that the decision to change firms is as weighty as any choice an advisor makes in his or her career. “Brian is a perfect addition to our team, and I know his fellow Fieldpoint colleagues are very proud that he has chosen to join us,” said Mr. Matthews.
About Fieldpoint Private
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services.
Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people’s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client’s financial needs.
Media Contacts:
Michael White
Chief Marketing Officer
Fieldpoint Private
203.413.9340
mwhite@fieldpointprivate.com