Fieldpoint Private, the Greenwich-based private banking firm, has launched Fieldpoint Private Advisor Banking Services, a boutique private banking solution for select registered investment advisors (RIAs) and their clients.
The bank is moving away from direct wealth management services in order to tap into an unmet need for many independent financial advisors, its CEO said.
"It's a super hollow part of us, because they're our brothers and sisters out there. The world shut down after that for a good significant amount of time."