Andrew Heitner joins Fieldpoint Private

Andrew Heitner has joined Fieldpoint Private as a managing director and senior advisor. Mr. Heitner’s arrival from Neuberger Berman marks the tenth different firm to see one or more advisors depart for the fast-growing Greenwich-based wealth advisory and private banking firm.

Mr. Heitner was previously a vice president with Neuberger Berman’s private wealth management group in Chicago, where he worked for a decade advising approximately 40 high net worth and ultra high net worth families and institutional clients.

“What I see in Fieldpoint Private is a secure and unconflicted home for my clients’ assets, with exceptionally strong investment research. Fieldpoint’s client-centered philosophy and cutting-edge reporting technology make this firm a unique place, and the best fit for my clients,” said Mr. Heitner.

“Andrew knows that of all the traits his clients value in him, the most important is his unvarnished objectivity,” said Robert S. Matthews, Fieldpoint Private President and CEO. “So it was natural that Andrew found Fieldpoint. He knew his clients needed to be with a firm that is different. He knew that firm needed to share his belief in putting the client first, without exception. And in the end, he knew that would be Fieldpoint. We are proud to welcome him.”

Prior to his job at Neuberger Berman, Mr. Heitner worked at J.P. Morgan, first in Hong Kong trading Asian equities, then in New York trading U.S. equity derivatives, and ultimately in Geneva, Switzerland, where he advised ultra high net worth individuals and family offices based in the Middle East. He began his career with The Heitner Corporation, a family firm in St. Louis, Mo.

Mr. Heitner is a graduate of Colorado College and studied Mandarin at The Chinese University of Hong Kong.

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