SOURCE: Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust

January 30, 2014 12:42 ET

Fieldpoint Private Announces New Chairman

GREENWICH, CT--(Marketwired - Jan 30, 2014) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced the appointment of Timothy J. Tully as Chairman of the firm's Board of Directors.

Mr. Tully succeeds Daniel Donahue, who retired from the chairmanship he held since co-founding the firm in 2008. Mr. Donahue continues as a member of the Board of Directors.

Mr. Tully is Managing Partner of Tully Capital Partners and Tully Investment Fund, which are private investment partnerships. He has been a Fieldpoint Private Director since 2012, leading the Board's Compensation Committee, as well as serving on its Asset and Liability Committee and Loan Committee.

"Tim has a great understanding of what makes Fieldpoint Private such a special institution for our clients. To me, that is the single most important reason why he is the perfect choice," said Mr. Donahue. Robert Matthews, President and CEO of Fieldpoint Private, and one of the bank's Directors, added, "His ideas and leadership have been evident from the day he joined our Board. He is a true partner and we are so pleased that he has agreed to take on the Chairman role."

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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