Robert Matthews
Chief Executive Officer at Fieldpoint Private Advisors, Inc.
Robert Matthews active positions
Companies | Position | Start | End |
---|---|---|---|
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses | Chief Executive Officer | 01/07/2010 | - |
Career history of Robert Matthews
Former positions of Robert Matthews
Companies | Position | Start | End |
---|---|---|---|
Dominari Securities LLC
Dominari Securities LLC Investment Banks/BrokersFinance Dominari Securities LLC (DS) is a dually registered investment advisor and securities broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS typically acts as the introducing broker for transactions effected for clients’ advisory accounts. | Chief Executive Officer | 01/02/2011 | 18/10/2019 |
President | 01/02/2011 | 18/10/2019 | |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Chief Executive Officer | 01/01/2010 | 01/09/2019 |
Chairman | 01/01/2010 | 01/09/2019 | |
CITIGROUP INC. | Corporate Officer/Principal | - | - |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Director/Board Member | 01/01/2010 | - |
Chief Executive Officer | 20/09/2011 | - | |
President | 20/09/2011 | - |
Training of Robert Matthews
Franklin & Marshall College | Undergraduate Degree |
Statistics
International
United States | 7 |
Operational
Chief Executive Officer | 4 |
President | 2 |
Director/Board Member | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Listed companies | 1 |
---|---|
CITIGROUP INC. | Finance |
Private companies | 4 |
---|---|
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Finance |
Fieldpoint Private Advisors, Inc.
Fieldpoint Private Advisors, Inc. Investment ManagersFinance Founded in 2001, Fieldpoint Private Advisors, Inc. is a registered investment advisor located in New York City. The firm is a subsidiary of Fieldpoint Private Bank & Trust. They were previously known as Analytic Asset Management, Inc. Fieldpoint provides advisory services to the following types of clients: (1) individuals (2) high net-worth individuals (3) charitable organizations and (4) other corporations or other businesses | Finance |
Dominari Securities LLC
Dominari Securities LLC Investment Banks/BrokersFinance Dominari Securities LLC (DS) is a dually registered investment advisor and securities broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS typically acts as the introducing broker for transactions effected for clients’ advisory accounts. | Finance |
Dominari Securities LLC (Investment Management)
Dominari Securities LLC (Investment Management) Investment ManagersFinance Dominari Securities LLC (Investment Management) (DS-IM) is the investment management division of Dominari Securities LLC, a FINRA-registered broker-dealer headquartered in New York City. The firm was founded in 1986 and formerly known as Fieldpoint Private Securities LLC. They were acquired by Dominari Holdings, Inc. (NASDAQ: DOMH) in 2023. As a result of the ownership change the new name of the firm has been changed to Dominari Securities LLC, a subsidiary of Dominari Financial, Inc. DS-IM provides discretionary and non-discretionary investment management and advice to individuals and entities controlled by individuals, such as pension plans, IRAs and trusts. | Finance |
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