Search for: Login Press Fieldpoint Private Earns Global Honor as Best Boutique Private Bank Global Finance’s Annual Awards Also Names Firm as Best Private Bank – Northeast Greenwich, CT – November 15, 2021 – Fieldpoint Private, the fast-growing wealth advisory and private bank serving successful families and institutions, received two honors from Global Finance magazine’s World’s Best Private Bank Awards, 2022. The firm was… 15 November 2021 TYPE: Press Fieldpoint Private to Sponsor CNN 9/11 Anniversary Remembrance ‘Shine a Light’ calls on Americans to express tribute and gratitude through service to one another. 10 September 2021 TYPE: Press Fieldpoint Private Names Directors of Commercial Banking Emmitt Smith, Jr. and Adam Ercoli will lead the firm’s efforts in the Southeast and Northeast. 03 September 2021 TYPE: Press Fieldpoint Private Unveils Its New Look Fieldpoint Private has unveiled a reimagined brand promise, corporate identity system and website. 03 September 2021 TYPE: Press Fieldpoint Private Surpasses Two Major Milestones Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced it has surpassed the $1 billion threshold in total bank assets, and $5 billion in total wealth management assets. 08 March 2021 TYPE: Press Miami Foundation Honors Joseph Fernandez for His Service The Miami Foundation recently singled out Fieldpoint Private’s Joseph Fernandez for his service as interim President and CEO as well as the Chair of the search committee that unanimously selected Rebecca Fishman Lipsey to lead the Foundation. 25 January 2021 TYPE: Press Fieldpoint Private Named to Barron’s List of Top 100 RIA Firms Investment publication, Barron’s, has named Fieldpoint Private Securities LLC, to its 2020 list of the top 100 RIA firms in America. 20 September 2020 TYPE: Press BNY Mellon Team Managing $900 Million Heads to Fieldpoint Private The Miami area-based advisory team of Joe Fernandez, Christina Hudson and Johanna Arbelaez-Perez has joined Fieldpoint Private Securities, LLC. 10 September 2020 TYPE: Press Fieldpoint Private Welcomes Adam Ercoli 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. 08 September 2020 TYPE: Press $1.2 Billion Team Departs Bank of America Private Bank for Fieldpoint Private Now at Fieldpoint Private, the team will advise on all aspects of wealth planning, investment policy and asset management, banking, credit, and governance. The group will be based in Winter Park, an Orlando suburb. 30 January 2020 TYPE: Press Contact Fieldpoint Private provides clients access to products and services offered through bank and non-bank affiliates. Banking services offered through Fieldpoint Private Bank and Trust Member FDIC – Equal Housing Lender. NMLS 408942. Securities and Registered Investment Advisory Services offered through Fieldpoint Private Securities, LLC, an SEC registered investment advisor and broker-dealer. Member, FINRA, MSRB and SIPC. Securities, brokerage, investment advisory and other non-deposit investment products: Are not FDIC insured—Are Not Bank- Guaranteed— May Lose Value, Including The Principal Invested. Neither Fieldpoint Private Bank and Trust nor Fieldpoint Private Securities, LLC provide tax or legal advice. Check the background of Fieldpoint Private and our investment professionals on FINRA’s Broker Check. Terms of Use Business Continuity Privacy Policy and Security Email Disclaimer Consumer Protection System Requirements Accessibility Fieldpoint Private Securities Disclosures CRS Disclosure