Financial Services

A listing of some of our banking and financial services clients including hedge funds, commercial and community banks as well as private equity firms. 


A listing our non-profit clients that cover everything from social chage to educational reform.


A listing of our educational organizational clients from charter schools to educational reform institutions.

Fieldpoint Private Bank & Trust

Fieldpoint Private Bank & Trust offers clients access to a unique combination of customized private banking, highly responsive business banking, boutique investment management, innovative trust solutions and personalized family office services.

Fieldpoint Private Bank & TrustOur firm is built on a philosophy of exclusive Membership and client–centricity. Focusing on select relationships ensures a true commitment to impeccable service and consistently flawless execution. This Membership–oriented service approach provides an exceptional client experience crafted to your individual financial needs.

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