Steve’s breakdown: I smell money! Lots of it getting ready to talk rich people out of theirs. Seriously, this relatively new private bank just plunked down a bunch of cash for this new CMO. Get your leather-bound portfolio over there and pitch.
GREENWICH, CT: Michael White, whose work has helped shape the marketing efforts of Bank of America, Citigroup, and Morgan Stanley, has joined Fieldpoint Private Bank & Trust as its first Chief Marketing Officer, it was announced today by Robert S. Matthews, President & CEO of the firm. Mr. White, who will be based in the firm’s Greenwich, CT, headquarters, will oversee brand strategy and advertising, as well as corporate, Member and internal communications, reporting to Mr. Matthews.
Mr. White joins Fieldpoint Private from Morgan Stanley Smith Barney, where he served as Executive Director and Head of Product Marketing. Previously, Mr. White was Managing Director and Head of Marketing for Citi Global Wealth Management, with marketing responsibility for the firm’s Smith Barney and Citi Private Bank units.
“We could not be more pleased to have Mike join Fieldpoint Private,” said Mr. Matthews. “Over the past decade he has led some of the most important and effective brand communication efforts our industry has seen, and he will play an important role as we continue to introduce Fieldpoint Private,” Mr. Matthews said. “He has a keen understanding of what is on the minds of wealthy clients today, and a real talent for demonstrating the difference true wealth management can make in people’s lives.”
“I chose to join Fieldpoint Private because it is already one of the most important financial firms in the country, not because of its size but because of its belief system,” Mr. White said. “Its founders crafted it on the principles that service must be paramount, advice must be utterly unconflicted, and the firm’s offering should be so complete that its strategies can be delivered entirely free of bias,” he added. “As a communications person I can think of no better story to share.”
Before joining Citi, Mr. White spent 20 years in the advertising industry, with firms including J. Walter Thompson, BBDO, Bozell/Temerlin-McClain, and Arnold Worldwide. His work included the reintroduction of the Bank of America brand following its acquisition by Nationsbank, and marketing campaigns for Royal Bank of Scotland‘s Citizens Bank unit and Blue Cross Blue Shield, both of which were recognized by the American Marketing Association as the most effective of the year in their respective industries.
Mr. White is a graduate of the Marquette University College of Journalism.
About Fieldpoint Private Bank & Trust Fieldpoint Private Bank & Trust (www.fieldpointprivate.com), located in Greenwich, Connecticut, 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 Members 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 Bank & Trust 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 Member-oriented service approach offers a unique client experience custom crafted to each Member’s financial needs.