LinkedIn Profile

Access Fieldpoint Private historical Linkedin company profile data on number of followers, employee headcount and more
Ticker Symbol Entity Name As Of Date Company Name Followers Employees on Linkedin Link Industry Date Added Date Updated Description Website Specialities Logo HQ.Street HQ.City HQ.State HQ.Country HQ.Postal GICS Sector GICS Industry
private:fieldpointprivate-3 1432879 May 24th, 2019 12:00AM Fieldpoint Private 728 85.00 Open Financial Services May 24th, 2019 06:50PM May 24th, 2019 06:50PM We are a boutique private bank and wealth advisory firm established in the early days of the financial crisis by 31 individuals including former Chairman and CEOs of some of the most well known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative. It would be boutique by design. It would feature the intellectual capital of only highly experienced advisers and senior investment, wealth planning and banking professionals. It would reside not as a department within a large firm engaged in many other businesses, but as an independent firm built from the ground up to deliver highly customized, integrated wealth strategies for significant clients and institutions. It would recognize that the elements of families’ financial pictures are not discrete and disconnected, but interdependent and therefore worthy of advice and reporting that is thoroughly integrated across the balance sheet, regardless of where accounts reside. And it would decline to engage in proprietary trading, in-house investment products, and any form of compensation from outside investment managers. Fieldpoint Private has more than $3 billion in assets under administration, and 80+ colleagues across three offices, New York City, Palm Beach, and our headquarters in Greenwich, CT. Watch our story: http://www.fieldpointprivate.com/founders-video Readers please note that third-party posts do not reflect the views of our firm. Open Wealth Management, Private Banking, Commercial Banking, Trust and Estate Planning Open 100 Field Point Rd. Greenwich CT US 06830 Financial Services
private:fieldpointprivate-3 1432879 Nov 7th, 2017 12:00AM Fieldpoint Private 534 82.00 Open Financial Services Nov 7th, 2017 06:45PM Nov 7th, 2017 06:45PM We are a boutique private bank and wealth advisory firm established in the early days of the financial crisis by 31 individuals including former Chairman and CEOs of some of the most well known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative. It would be boutique by design. It would feature the intellectual capital of only highly experienced advisers and senior investment, wealth planning and banking professionals. It would reside not as a department within a large firm engaged in many other businesses, but as an independent firm built from the ground up to deliver highly customized, integrated wealth strategies for significant clients and institutions. It would recognize that the elements of families’ financial pictures are not discrete and disconnected, but interdependent and therefore worthy of advice and reporting that is thoroughly integrated across the balance sheet, regardless of where accounts reside. And it would decline to engage in proprietary trading, in-house investment products, and any form of compensation from outside investment managers. Fieldpoint Private has more than $3 billion in assets under administration, and 60+ employees across two offices, New York City, and our headquarters in Greenwich, CT. Watch our story: http://www.fieldpointprivate.com/founders-video Readers please note that third-party posts do not reflect the views of our firm. Financial Services
private:fieldpointprivate-3 1432879 Nov 1st, 2017 12:00AM Fieldpoint Private 533 81.00 Open Financial Services Nov 1st, 2017 06:17AM Nov 1st, 2017 06:17AM We are a boutique private bank and wealth advisory firm established in the early days of the financial crisis by 31 individuals including former Chairman and CEOs of some of the most well known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative. It would be boutique by design. It would feature the intellectual capital of only highly experienced advisers and senior investment, wealth planning and banking professionals. It would reside not as a department within a large firm engaged in many other businesses, but as an independent firm built from the ground up to deliver highly customized, integrated wealth strategies for significant clients and institutions. It would recognize that the elements of families’ financial pictures are not discrete and disconnected, but interdependent and therefore worthy of advice and reporting that is thoroughly integrated across the balance sheet, regardless of where accounts reside. And it would decline to engage in proprietary trading, in-house investment products, and any form of compensation from outside investment managers. Fieldpoint Private has more than $3 billion in assets under administration, and 60+ employees across two offices, New York City, and our headquarters in Greenwich, CT. Watch our story: http://www.fieldpointprivate.com/founders-video Readers please note that third-party posts do not reflect the views of our firm. Financial Services

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