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Wells Fargo Team joins Fieldpoint Private

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Fieldpoint Private, a wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Jackie Green and Michael Kirkbride as Managing Directors and Senior Advisors.

Their practice is based in Fieldpoint Private’s New York City office.
 
Green and Kirkbride began serving ultra-high-net-worth clients together while at Bank of America’s US Trust unit in 2010, eventually totalling more than USD1 billion encompassing investments, loans and deposits. While there, the pair partnered to serve clients whose needs included custom investment portfolios, pre-sale planning for entrepreneurs, wealth transfer planning, trusteeship, and personal and institutional cash management.
 
After ten years with Bank of America, Green joined Wells Fargo in August 2016; Kirkbride joined her there in September. His  Trust career spanned 12 years, with a focus on portfolio management for many of the firm’s wealthiest client families, while also serving as the lead portfolio manager on  Trust’s Global Opportunities and International Focused Equity strategies.
 
According to Green and Kirkbride, their search for the “right next home” for their clients would prove arduous, noting their clients require the scope of services most people associate with only the giants of banking and wealth management. “Our clients need everything that the big global firms have to offer, but they need it all with more flexibility, nimbleness and, frankly, creativity than you see at the giant firms,” Kirkbride said. Green added, “Every day, every colleague at Fieldpoint focuses 100 percent on the needs of wealthy families. It’s not a department of a division of a subsidiary – it’s who they are. The closer we looked, the more obvious it became that Fieldpoint was – and is – the answer.”
 
To Fieldpoint Private President and CEO Robert Matthews, the team’s story parallels that of Fieldpoint Private’s 31 founders, who launched the firm in 2008 at the dawn of the financial crisis, in many cases motivated by their own frustrations with the financial firms with whom they had been working. “The irony,” Matthews says, “is that these were exceptionally wealthy people who had led companies like Merrill Lynch, The Home Depot and Gillette. They had every reason to expect the best our industry has to offer, and in too many cases they felt they weren’t getting it.
 
“All of us at Fieldpoint are so pleased that Michael and Jackie have found Fieldpoint. We know their clients will feel the same.”

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