Ferraro will be based in New York and he has joined from Bank of America’s US Trust unit, where he had advised on US$1.3 billion in assets that encompassed investments and banking for approximately 40 clients.
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Ferraro will be joined by member service associate, Caroline McGuire who is also a US Trust alumnus. Previously, he has worked with The Chase Manhattan Bank and also The Fleet Private Clients Group which, following its acquisition by Bank of America became part of US Trust.
Fieldpoint Private, headquartered in Greenwich, Connecticut, offers a combination of wealth management and strategy, family office, private banking and business banking services addressing every financial.
The services provided include 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.
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