Fieldpoint Private

  • Financial Services
  • Greenwich CT
  • 100 employees
  • Financial Services
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Company Overview

Headquarters
One Greenwich Plaza, Suite A, Second Floor, Greenwich CT
Website
fieldpointprivate.com
Phone
(203) 413-9300
Employees
100
Founded in
2008
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is Fieldpoint Private

Fieldpoint Private is a privately held financial institution based in Greenwich, Connecticut. With a team of 71 employees, the bank manages assets exceeding $1.4 billion. The bank provides a unique blend of private and commercial banking services tailored to meet the diverse needs of its clientele. Fieldpoint Private caters to a wide range of individuals and entities, including registered investment advisors, successful individuals and families, entrepreneurs, businesses, and institutions. Their comprehensive approach encompasses a range of services, from personal banking and wealth management to commercial lending and corporate banking. Fieldpoint Private distinguishes itself through its personalized service and commitment to understanding the unique financial circumstances of each client. The bank prides itself on offering unbiased advice and support, allowing clients to focus on their priorities while ensuring their financial well-being is expertly managed. For inquiries or to learn more about Fieldpoint Private's services, please visit their website at fieldpointprivate.com. Fieldpoint Private Bank & Trust is a member of the Federal Deposit Insurance Corporation (FDIC).

Company Leadership

H. Russell

PRESIDENT & CHIEF EXECUTIVE OFFICER Fieldpoint Private Bank & Trust

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Nicholas Bertha

President

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Ted Reagan

SVP IT Director

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Fieldpoint Private Industry Tags

Wealth Management
Private Banking
Commercial Banking
Trust and Estate Planning
B2B
Financial Services
Financial Advisory Services
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FAQ

What is the location of Fieldpoint Private's headquarters?
The headquarters of Fieldpoint Private are situated at One Greenwich Plaza, Suite A, Second Floor, Greenwich CT
What is Fieldpoint Private's phone number?
Fieldpoint Private's contact number is (203) 413-9300.
What is Fieldpoint Private's official website?
The official website of Fieldpoint Private can be found at fieldpointprivate.com.
What is Fieldpoint Private's current revenue?
As of November 2024, Fieldpoint Private's annual revenue reached $50B.
How many employees does Fieldpoint Private currently have?
Fieldpoint Private employs approximately 100+ people as of November 2024
Which industries is Fieldpoint Private primarily operating in?
Fieldpoint Private operates in the following industries: Finance, Credit
Who is the PRESIDENT & CHIEF EXECUTIVE OFFICER Fieldpoint Private Bank & Trust of Fieldpoint Private?
Fieldpoint Private's PRESIDENT & CHIEF EXECUTIVE OFFICER Fieldpoint Private Bank & Trust is H. Russell
What are Fieldpoint Private's industry tags?
Fieldpoint Private's industry tags include: Wealth Management, Private Banking, Commercial Banking
When was Fieldpoint Private founded?
Fieldpoint Private was founded in 2008.

Employee Directory

Key Employees

Russell Holland

President & Chief Executive Officer Fieldpoint Private Bank & Trust

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Julie Schultz

BSA Quality Control Analyst

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Daniel Donahue

Co-Founder and Lead Director

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Joseph Stangarone

Operations Support Specialist

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Aj Motta

IT Support Technician

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Ashley Taylor-Hull

Marketing & Communications Associate

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