Fieldpoint Private Names Johnny Gibson as Chief Investment Officer
GREENWICH, Conn., Sept. 17, 2020 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced that Johnny Gibson has been promoted to Chief Investment Officer.
GREENWICH, Conn., Sept. 17, 2020 (GLOBE NEWSWIRE) -- Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced that Johnny Gibson has been promoted to Chief Investment Officer. In that role, Mr. Gibson will oversee the firm’s investment framework and publishing, research, strategy, and asset allocation.
Mr. Gibson joined the firm in January 2020 as Managing Director/Senior Advisor, following a 15-year career with Bank of America Private Wealth (formerly U.S. Trust), where he was a managing director and portfolio manager, and five years as an investment consultant with Charles Schwab.
Christopher DeLaura, who leads Fieldpoint Private’s wealth management business as President and CEO of Fieldpoint Private Securities, said that the role is an expansion of Mr. Gibson’s current responsibilities working directly with his longtime client families, alongside his Orlando-based team partners Marc Angle, Stacey Cole and Tara Pioli.
“An important ingredient in the Fieldpoint culture is keeping the firm’s leadership close to the firm’s Advisors, and close to clients. Johnny joins a number of Fieldpoint business heads, myself included, in maintaining our longstanding relationships with our client families, while also leading our functions across the firm,” Mr. DeLaura said.
“Fieldpoint Private’s wealth management business, wealth planning, alternative investments and now investment strategy and research, are all led by professionals who meet with clients every day,” Mr. Gibson said. He noted the continued growth of the firm’s wealth management business – where revenue is up 54% over the last two years -- including the COVID-19 pandemic. “To me, that is what a boutique looks like, purposefully remaining intimate and close to clients’ lives, even as it continues to grow.”
Mr. Gibson assumes the role last held by Bill Kennedy, who departed the firm at the end of 2019. Mr. Gibson has earned both Chartered Financial Analyst (CFA®) and Chartered Market Technician (CMT®) designations, one of the first 250 professionals in the world to do so. He has served as the co-chair of the CMT Association’s Orlando Chapter, and is a past president and board member of the CFA Society of Orlando. An Indiana native, Mr. Gibson earned his bachelor’s in economics with honors from Ball State University.
About Fieldpoint Private
Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services.
Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people’s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client’s financial needs.
Banking Services: Fieldpoint Private Bank & Trust
Registered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, SIPC.
Media Contact: Michael White Chief Marketing Officer Fieldpoint Private 203.413.9340 [email protected]
