GREENWICH, Conn., Sept. 08, 2020 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced that Adam Ercoli has joined the firm’s Greenwich, Connecticut, headquarters as a Commercial Banker.
The announcement follows Fieldpoint’s addition of commercial banker Tripp Moore on August 10. Both served previously with Stamford, Connecticut-based Patriot Bank.
Mr. Ercoli’s 15 years of financial services experience includes the past 11 years in commercial banking. At Patriot Bank, he served as a Commercial Banking Team Leader, managing commercial lending and branch staff, and working with entrepreneur clients to deliver commercial and industrial loans, leveraged finance and commercial real estate credit. Prior to that, he was a commercial banker with Greenwich, Connecticut-based Connecticut Community Bank. Mr. Ercoli began his commercial banking career in Florida, with Synovus Bank and Fifth Third Bank, in Sarasota.
“I could not be happier to be joining a firm whose beliefs and philosophy so closely match my own,” said Mr. Ercoli. “Here I can serve as a holistic concierge for my clients, with a level of customization and service they will find truly remarkable.”
“We are thrilled to welcome Adam to the firm,” said Tim Tully, Fieldpoint Private’s Chairman and CEO. “He embraces the connected nature of a business, its ownership, and its families, and I know he is excited to be part of a firm that shares his approach and has the platform to deliver on it.”
Mr. Ercoli is the firm’s fourth commercial banker in Greenwich, said H. Russell Holland, President and CEO of Fieldpoint’s banking unit. He added that the firm has a commercial banking presence in New York City, as well, with more additions planned.
“We are clearly seeing an appetite among entrepreneurs for private commercial banking relationships that deliver robust credit and deposit solutions, but also go beyond, to the broader financial picture for clients and families,” said Mr. Holland. “But we are also seeing a similar appetite among the banking professionals who serve these owners. Adam understands that the business is the most important investment of the entrepreneur’s life, and we are excited that he has chosen to come to a firm that fully embraces that.”
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.
Banking Services: Fieldpoint Private Bank & Trust
Registered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, SIPC.
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