SOURCE: Fieldpoint Private Bank & Trust
GREENWICH, CT--(Marketwire - Sep 20, 2012) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced that Susan Hirshman has joined the firm as a Managing Director and Senior Advisor in the firm's New York City offices.
She joins Fieldpoint Private from the consulting firm SHE Ltd., where she served as President, focusing on enhancing the financial literacy of women globally, and on helping financial advisors and their clients work more effectively together. In 2010, she authored the book, Does this Make My Assets Look Fat? - A Women's Guide to Finding Financial Empowerment and Success (St. Martin's Press). She has been a frequent speaker at wealth management conferences throughout the country, and her insights have appeared in such venues as The Wall Street Journal, The New York Times, Forbes, CNN, CNBC, FOX and ABC.
Ms. Hirshman is a Certified Financial Analyst, Certified Financial Planner®, Certified Public Accountant, Certified Divorce Financial Analyst™, and holds a Master in Business Administration with a concentration in taxation. "She brings a rare combination of credentials to Fieldpoint Private," said Robert S. Matthews, Fieldpoint Private President and CEO. "Susan has broken new ground in financial advice for women, and her deep and diverse professional education has equipped her well to advise on even the most complex, interconnected needs of wealthy women and families."
"Fieldpoint Private is the kind of firm my clients have been asking for for years," Ms. Hirshman said. "It has the agility of a boutique, the capabilities of a giant, and the objectivity of a firm that stubbornly refuses to place any interests ahead of those of its clients."
Prior to SHE Ltd., Ms. Hirshman was Managing Director in J.P. Morgan's Private Wealth Management group, and served as a Wealth Strategist within the firm's Funds Management group. She came to J.P. Morgan from KPMG, where she counseled corporate executives, families and business owners on their tax and personal financial planning issues. She began her financial advisory career with American Express Financial Advisors (now Ameriprise).
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.