Zoll joins Fieldpoint Private

Fieldpoint Private has welcomed a fresh face with the hiring of new Managing Director David Zoll.

Fieldpoint is a Greenwich-based wealth advisory and private banking firm serving ultra high net worth families and institutions. Mr. Zoll, a New Jersey resident, said he is excited to join the firm at its New York City location.

“I think it is a model that ultra high net worth clients find unique,” he said. “The notion of remarkable service combined with customized, unconflicted wealth advice sounds simple on its face, but I have not found a firm that is able to deliver on it quite like Fieldpoint.”

Mr. Zoll comes to the firm from Barclays Wealth, where he managed a broad and integrated scope of investment and banking needs on behalf of 40 ultra high net worth families, but said he’s had his eye on Fieldpoint Private from its inception in 2008.

“David is very serious about putting the client first,” said Robert S. Matthews, President and CEO of Fieldpoint Private. “To him, client service is defined not by transactions, but by having the intellectual wherewithal to advise clients on any piece of their wealth picture, based on a knowledge of the whole.”

 

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