GREENWICH, CT--(Marketwired - July 07, 2016) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high net worth families and institutions, today announced that Clay Skurdal has joined the firm as Managing Director and Senior Advisor.
The hire marks a significant geographic expansion for the company, which, during its eight-year history, has operated from offices in Greenwich, Connecticut and New York City. Mr. Skurdal will be based in Eugene, Oregon, with a clientele of families and entrepreneurs that extends from California to Washington state, and eastward across the northern Rockies and plains to the oil shale lands of North Dakota.
Robert Matthews, Fieldpoint Private's President and CEO, said that the addition of Mr. Skurdal will introduce the firm to clients looking for a fresh alternative to the traditional wirehouses and private banks. "Clay's experience and outstanding reputation will make him a valuable presence in parts of the country where we feel the Fieldpoint story will really resonate," he said.
"My decision to come to Fieldpoint came after a great deal of soul searching, and it has already wildly exceeded my expectations," said Mr. Skurdal. "The reaction of my clients has been particularly gratifying. They immediately appreciate this firm's commitment to objectivity, to advising the whole client, and to delivering to them a remarkably high caliber of investment research and wealth planning talent."
Mr. Skurdal joins Fieldpoint Private from Great Northern Advisors, an independent affiliate of Lebenthal Wealth Advisors. Prior to that, he spent nearly 30 years with Morgan Stanley Smith Barney and its predecessor firms including Smith Barney, Shearson Lehman and E.F. Hutton.
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.