GREENWICH, CT--(Marketwired - November 02, 2016) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, today announced that Catherine Zieman has joined the firm as Managing Director and Senior Advisor.
Ms. Zieman advises high net-worth clients, family offices and institutions on asset allocation, investment selection, wealth planning and wealth transfer strategies. Her practice is based in Fieldpoint Private's Palm Beach, Florida offices.
Fieldpoint Private announced its expansion to Palm Beach in June of this year. The firm was established by a group of 31 business leaders, including current or former heads of Merrill Lynch, The Home Depot, TD Ameritrade, Gillette, UBS Americas, Nabisco and Time Inc. "A number of our founders and their families make their homes in and near Palm Beach," said Robert Matthews, Fieldpoint Private's President and CEO. "When they conceived of Fieldpoint, I believe they had people like Catherine in mind -- impeccably credentialed professionals who provide unconflicted advice that takes into account the client's entire financial life."
Ms. Zieman said that she was attracted by the firm's philosophy, which shuns in-house investment product and the revenue-sharing arrangements often offered by investment managers eager for access to wealth management firms' clientele. "These practices are almost universal in this industry, so when I heard about Fieldpoint's approach, I thought, 'At last!'" said Ms. Zieman. "I knew I had found a place where the advisor sits, unequivocally, on the same side of the table as the client."
Ms. Zieman, a frequent speaker on issues relating to women and finance, has more than 20 years' experience serving successful Floridians. Prior to Fieldpoint Private, she served as a wealth advisor with Neuberger Berman in West Palm Beach, and as a wealth strategist with Northern Trust in Boca Raton. She began her investment career with Dean Witter (now Morgan Stanley). She has earned the CIMA® (Certified Investment Manager Analyst) designation, as well as the CFP® (Certified Financial Planner), CAP® (Chartered Advisor in Philanthropy), and Private Family Wealth certifications.
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 clients 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 service approach offers a unique client experience custom crafted to each client's financial needs.