Bringing you live news and features since 2006 

Ultra high net worth team joins Fieldpoint Private


Thomas J Hakala, Al Jacobi, CFA, and Joanne Schwind have joined Fieldpoint Private, a private bank & wealth advisory firm serving ultra high net worth families and institutions, following more than a decade at Wilmington Trust.

While at Wilmington Trust, the New York City-based team managed financial relationships with 75 wealthy individuals and families, and close to USD1 billion in assets. The team is based in Fieldpoint Private’s new offices at 400 Park Avenue, which were announced last week.

"Our team’s priority over the years has been to provide wealth management advice across the full spectrum of our clients’ financial lives, and to do it with complete objectivity and an extraordinary level of customisation," says Hakala, who is now a Fieldpoint Private Managing Director.

His partner, Al Jacobi, also a Managing Director, says: "We take this priority very seriously, and we’ve come to Fieldpoint Private because we need to be sure our practice resides within the firm whose values and resources best match that objective."

Robert S Matthews (pictured), President and CEO of Fieldpoint Private, says that the team represents the best of what the firm’s founders – which include four retired Chairmen of Merrill Lynch & Co and UBS Americas – envisioned. "They built this firm not only as a business, but as a source of objective advice for themselves, their families and the institutions they care about most,” he says. “When you see people like Tom, Al and Joanne choosing to bring their practices here, it suggests that we are proving to be a home for like-minded professionals," Matthews said. "We’re proud to welcome them as colleagues."


Latest News

Franklin Templeton launches the firm’s first multi-asset ETF, Franklin Income Focus ETF, on NYSE Arca under the ticker INCM. INCM..
Digitial asset and fintech business Fineqia International has announced that its analysis of global ETPs with digital assets as underlying..
SESAMm, a provider of big data and artificial intelligence solutions for investment professionals, and Compass Financial Technologies, the Swiss-based independent..
Representatives of the European financial and insurance sector, AMICE, EACB, EAPB, EBF, EFAMA, ESBG, EUSIPA, Insurance Europe have commented on..

Related Articles

Ryan McCormack, Invesco
Invesco’s Nasdaq 100 ETF, QQQM, is enjoying quite the run of success in terms of asset inflows, with USD2.9 billion...
The European thematic fund market presents interesting opportunities for asset managers and ETF issuers, particularly in the passive sphere, according...
Stephanie Miller Pierce, BNY Mellon
The three-year anniversary of BNY Mellon Investment Management’s launch of ETFs was marked by the quarter one growth of 172...
South Korea Flag
The overall trend in retail subscriptions to mutual funds in Korea is shifting gradually toward ETFs, as exchange-traded offerings have...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by