SOURCE: Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust

December 16, 2010 10:02 ET

Fieldpoint Private Bank & Trust Adds Three Financial Advisors to Its Wealth Management Team

H. Frazier Caner & Samuel A. Gilliland, Jr., and David B. Rosenthal, Combined Gross Revenue of $2.6 Million; Join Fieldpoint Private Bank & Trust

GREENWICH, CT--(Marketwire - December 16, 2010) - Fieldpoint Private Bank & Trust recently recruited two financial advisor teams, the company announced today. H. Frazier Caner and Samuel A. Gilliland, Jr., managed more than $200 million AUM at Morgan Stanley Smith Barney, and David B. Rosenthal advised on $800 million of Institutional assets at Morgan Stanley Graystone Consulting.

The announcement was made by President & Chief Executive Officer Robert S. Matthews. Matthews noted that the three hires, all of whom will serve as Membership Executives, represent new priorities for growth and service at the boutique financial firm.

"David will lead our Institutional Advisory team encompassing the entire institutional spectrum. Frazier and Sam are partners adding significantly to the breadth of our Wealth Management expertise," Matthews said.

"Every Membership Executive is a Managing Director who serves select Members, understands both sides of each family's balance sheet, and views both business and personal services holistically," Matthews said. "Fieldpoint Private combines conflict-free investment and financial services, comprehensive wealth planning and discreet private banking all through one integrated deliverable, driven by one relationship executive. We adapt ourselves to the Member, rather than the other way around. That's the Fieldpoint Private difference."

All three Membership Executives work in the Greenwich, Connecticut, office of Fieldpoint Private. A New York City office expansion is planned in 2011.

H. Frazier Caner, CFP®
Membership Executive
Managing Director
Frazier joined Fieldpoint Private in December 2010 after being a partner on a wealth management team at Morgan Stanley Smith Barney for more than eight years. Frazier's experience includes positions with Bankers Trust Private Banking and FleetBoston's Private Bank. He has also structured lending and corporate finance strategies for small to medium-sized businesses and is a designated Certified Financial Planner®

Samuel A. Gilliland, Jr.
Membership Executive
Managing Director
Sam joined Fieldpoint Private in December 2010 after being a partner on a wealth management team at Morgan Stanley Smith Barney for more than eight years. Prior positions include Director at Deutsche Bank Alex Brown and an Investment Representative with both Bear Stearns & Co. and Oppenheimer & Co. Inc. 

David B. Rosenthal
Membership Executive
Managing Director
Institutional Advisory
As a Membership Executive at Fieldpoint Private, as well as Leader of the firm's Institutional Advisory team, David focuses on providing proactive investment guidance to the Investment Committees and Boards with whom he works. David's core premise of consulting is to ensure that client organizations construct portfolios designed to meet their specific spending, while focusing on the art of helping Investment Committees make consensus decisions in a timely and effective manner. Earlier in his career, David specialized in real estate and corporate law after his admission to the New York State Bar in 1985. In 1988, he entered the investment business and worked at Morgan Stanley Graystone Consulting and predecessor firms for more than 15 years. 

About Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust (www.fieldpointprivate.com), located in Greenwich, Connecticut, is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families and businesses, Fieldpoint Private offers a powerful combination of Wealth Management, 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 Bank & Trust 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:
    Kevin O'Hanlon
    EVP & COO
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    Chet Dalzell
    PR @ UMarketing for Fieldpoint Private
    866.482.0288, ext. 180, or 917.608.2251
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