SOURCE: Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust

June 25, 2012 14:23 ET

David Zoll Departs Barclays Wealth for Fieldpoint Private

Ultra High Net Worth Advisor Leads Rapidly Growing Practice

GREENWICH, CT--(Marketwire - Jun 25, 2012) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced that David Zoll has joined the firm as a Managing Director. Mr. Zoll comes to Fieldpoint Private from Barclays Wealth, where he managed a broad and integrated scope of investment and banking needs on behalf of 40 ultra high net worth families.

Mr. Zoll said that he has had his eye on Fieldpoint Private from its start in 2008. "I think it is a model that ultra high net worth clients find unique," he said. "The notion of remarkable service combined with customized, unconflicted wealth advice sounds simple on its face, but I have not found a firm that is able to deliver on it quite like Fieldpoint."

"David is very serious about putting the client first," said Robert S. Matthews, President and CEO of Fieldpoint Private. "To him, client service is defined not by transactions, but by having the intellectual wherewithal to advise clients on any piece of their wealth picture, based on a knowledge of the whole." Mr. Matthews believes Mr. Zoll's practice bears a strong resemblance to Fieldpoint Private. "David's practice is one of the fastest growing that I've seen, but he is determined that it never outgrow his highly custom approach -- his business looks a lot like ours."

In moving to Fieldpoint, Mr. Zoll is joined by Sarah Kechejian, who was most recently an analyst at Barclays Wealth, and served previously at Lehman Brothers, also as an analyst.

Prior to Barclays Wealth, Mr. Zoll spent 18 years with UBS and its predecessor company, PaineWebber. There, he served as Regional Director of New York, and also in a succession of senior management roles including Director of National Sales and Head of Market Strategy and Development. He was a member of the UBS Wealth Management Executive Committee. Before joining PaineWebber, he was a financial advisor with E.F. Hutton, which he joined after graduating magna cum laude and Phi Beta Kappa from Clark University. A resident of New Jersey, Zoll will be based in Fieldpoint Private's New York City location.

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.

Contact Information

  • Media Contacts:
    Robert S. Matthews
    President & CEO
    Fieldpoint Private
    Email Contact

    Chet Dalzell
    866.482.0288, ext. 180
    or 917.608.2251
    Email Contact