SOURCE: Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust

May 07, 2014 10:00 ET

Andrew Heitner Joins Fieldpoint Private as Managing Director and Senior Advisor

Neuberger Berman Becomes Tenth Organization to Lose an Advisor to the Fast-Growing Firm

GREENWICH, CT--(Marketwired - May 7, 2014) -  Fieldpoint Private today announced that Andrew Heitner has joined the firm as a Managing Director and Senior Advisor. Mr. Heitner's arrival from Neuberger Berman marks the tenth different firm to see one or more advisors depart for the fast-growing Greenwich CT-based wealth advisory and private banking firm.

Mr. Heitner was a vice president with Neuberger Berman's private wealth management group, based in Chicago and advising approximately 40 high net worth and ultra high net worth families and institutional clients. "What I see in Fieldpoint Private is a secure and unconflicted home for my clients' assets, with exceptionally strong investment research. Fieldpoint's client-centered philosophy and cutting-edge reporting technology make this firm a unique place, and the best fit for my clients."

"Andrew knows that of all the traits his clients value in him, the most important is his unvarnished objectivity," said Robert S. Matthews, Fieldpoint Private President and CEO. "So it was natural," Mr. Matthews added, "that Andrew found Fieldpoint. He knew his clients needed to be with a firm that is different. He knew that firm needed to share his belief in putting the client first, without exception. And in the end, he knew that would be Fieldpoint. We are proud to welcome him."

Mr. Heitner joined Neuberger Berman in 2004. Prior to that, he was with J.P. Morgan, first in Hong Kong trading Asian equities, then in New York trading U.S. equity derivatives, and ultimately in Geneva, Switzerland, where he advised ultra high net worth individuals and family offices based in the Middle East. He began his career with The Heitner Corporation, a family firm in St. Louis, MO. Mr. Heitner is a graduate of Colorado College and studied Mandarin at The Chinese University of Hong Kong.

Mr. Heitner's national practice is based in Fieldpoint Private's New York City offices.

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 Members 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 Member-oriented service approach offers a unique client experience custom crafted to each Member's financial needs.

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