GREENWICH, Conn., Aug. 20, 2018 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving ultra-high-net-worth families and institutions, today announced that Nicole Boutmy de Katzmann has joined the firm’s New York City office as Managing Director and Senior Advisor.
Ms. Boutmy de Katzmann comes to Fieldpoint Private from Oppenheimer & Company’s Private Client division, where she advised approximately 40 families in Europe, Latin America and the United States, across a range of client needs including multigenerational wealth planning, investments, philanthropy and gifting.
She began her career with Republic National Bank of New York, serving as an international private banker in Montevideo, Milan, London and New York. In all, she spent 25 years with Republic and a pair of firms with Republic roots, HSBC Private Bank and NuVerse Advisors. She joined Oppenheimer in 2015.
Ms. Boutmy de Katzmann said that her choice of Fieldpoint Private came down to its boutique scale and the access this ensures to the firm’s senior leadership. “My clients view me as their advocate in the financial world,” she said. “At Fieldpoint, my clients and I have access to the CEO, the Chief Investment Officer, and the senior leadership across the wealth management, banking, lending and trust advisory services.” This, she adds, will pay dividends for her clients in terms of strategic guidance and decision making. “Fieldpoint reminds me of what Republic represented during its best years. It was an easy choice to come here.”
Robert Matthews, President and CEO of Fieldpoint Private, noted the global nature of Ms. Boutmy de Katzmann’s clientele. “She has command of five languages, and with families from around the world relying on her, she needs every one of them,” Mr. Matthews said. “Nicole’s commitment to serving the full scope of her clients’ needs, and doing so as the advocate of her clients – not simply of her firm – is not easily satisfied at the traditional firms. We were built for professionals like Nicole and we are proud that she chose Fieldpoint as her new home.”
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