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Fieldpoint Private Bank & Trust recruits three financial advisers


Fieldpoint Private Bank & Trust has recruited two financial adviser teams.

H. Frazier Caner and Samuel A. Gilliland Jr. managed more than USD200m AUM at Morgan Stanley Smith Barney, and David B. Rosenthal advised on USD800m of institutional assets at Morgan Stanley Graystone Consulting.

President and chief executive officer Robert S. Matthews says: "David will lead our institutional advisory team encompassing the entire institutional spectrum. Frazier and Sam are partners adding significantly to the breadth of our wealth management expertise.

"Every membership executive is a managing director who serves select members, understands both sides of each family’s balance sheet, and views both business and personal services holistically."

All three membership executives work in the Greenwich, Connecticut, office of Fieldpoint Private. A New York City office expansion is planned in 2011.

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