SOURCE: Fieldpoint Private Bank & Trust
GREENWICH, CT--(Marketwire - Sep 27, 2012) - Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra high net worth families and institutions, today announced that M. Thomas Conway has joined the firm as a Managing Director and Senior Advisor. Mr. Conway's move to Fieldpoint Private ends a 23-year career at Morgan Stanley Smith Barney (MSSB) and its predecessor firms. There, he advised on assets approaching $500 million in the firm's Florham Park, NJ, branch.
Mr. Conway said that in years past he could not have imagined leaving his long-time firm. "There was a time when advisors who valued financial strength, full investment capabilities and high-end intellectual capital had to be at a firm like MSSB," he said. "Those days are behind us. I've come to Fieldpoint Private because its capabilities are the equal of any behemoth firm, but they are delivered in a customized boutique client experience, without so much as a hint of conflicting interests."
Robert S. Matthews, President and CEO of Fieldpoint Private, also spent more than two decades at the firms that eventually became MSSB. "Among our founders are several financial industry leaders who spent their careers at the major brokerages, including five who had served as chairman and chief executive of those firms," Matthews said. "They were compelled to create Fieldpoint Private because they had come to the realization that the kind of firm they needed for their own families simply didn't exist," Matthews added. "Tom recognizes that uniqueness, and we couldn't be more pleased that he has chosen to join us."
Mr. Conway joined Shearson Lehman in 1989, growing his practice as the firm transitioned into Smith Barney, and later Salomon Smith Barney and Morgan Stanley Smith Barney. His practice encompasses the full scope of wealth management for high net worth and ultra high net worth clients, endowments, trusts, and customized 401(k) plans. A resident of Morristown, NJ, Mr. Conway will be based in Fieldpoint Private's Park Avenue offices in New York City.
In addition to Morgan Stanley Smith Barney, Fieldpoint Private has attracted advisors from J.P. Morgan Private Wealth Management, U.S. Trust and Wilmington Trust, thus far in 2012.
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.