Fieldpoint Private names MD and senior advisor

Greenwich, Conn-based financial firm Fieldpoint Private said Monday that it has hired Thomas J. Haug as a managing director and senior advisor. Previously, Haug worked at First Republic.

PRESS RELEASE

GREENWICH, CT–(Marketwired – Jun 23, 2014) – Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced that Thomas J. Haug has joined the firm as a Managing Director and Senior Advisor. His practice is based in Fieldpoint Private’s New York City offices.

Mr. Haug’s decision follows a career at First Republic, where his advice encompassed wealth management, trust, banking, and lending to clients including family offices, hedge funds, private equity and venture capital firms. Mr. Haug began his private banking career at North Fork Bank.

“Everything that I have heard from others about Fieldpoint Private, and more importantly everything that I have learned about it first-hand, has convinced me that this firm is the perfect home for my clients,” said Mr. Haug. “When you look at the quality of their leadership and intellectual capital, along with their scope of services and technology, you are simply stunned that they are delivering this in an intimate, client-first boutique environment. It is quite unique.”

“Tom’s clientele is a very special group, and I could tell within minutes of meeting him that Tom is an equally special professional,” said Robert Matthews, Fieldpoint Private President and CEO. “He has such a deep appreciation for what we are doing here. I’m proud to welcome him and I know that our newest Senior Advisor and our newest clients will do remarkable things here together.”

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.

Related Posts

Leave a Reply

PEHUB Community

Join the 12501 members of peHUB to make connections, share your opinion, and follow your favorite authors.

Join the Community

Look Who’s Tweeting

Psst! Got any hot tips?

  • This field is for validation purposes and should be left unchanged.

PE HUB News Briefs

RSS Feed Widget

Marketplace

VCJ Headlines (subscribers only)

RSS Feed Widget

Buyouts Headlines (subscribers only)

RSS Feed Widget

Reuters VC and PE feed

RSS Feed Widget