US-based wealth advisory firm Fieldpoint Private has named Johnny Gibson as its new CIO, replacing Bill Kennedy who quit the firm last year.
Gibson has been working at the firm since this January, joining as managing director/senior adviser.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
As the CIO of Fieldpoint Private, he will manage investment framework and publishing, research, strategy, as well as asset allocation.
Gibson said that revenue at the firm’s wealth management business is up 54% over the last two years, despite the Covid-19 crisis.
“To me, that is what a boutique looks like, purposefully remaining intimate and close to clients’ lives, even as it continues to grow,” he said.
Other roles
Formerly, Gibson worked at Bank of America Private Wealth (previously U.S. Trust) for 15 years.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataAt this firm, he served as a managing director and portfolio manager.
He also had a five-year stint at Charles Schwab as an investment consultant.
Besides, he co-chaired the CMT Association’s Orlando Chapter.
He was also the president and board member of the CFA Society of Orlando.
Fieldpoint Private Securities president and CEO Christopher DeLaura said: “An important ingredient in the Fieldpoint culture is keeping the firm’s leadership close to the firm’s Advisers, 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.”
DeLaura said that Gibson’s new role is an expansion of existing responsibilities, where he directly works alongside his longtime client families, and his Orlando-based team partners Marc Angle, Stacey Cole and Tara Pioli.
Company details
Fieldpoint Private provides wealth management, family office, private banking and business banking services.
The Greenwich, Connecticut-based business was set up in 2008.
Last month, Earl “Tripp” Moore joined the firm’s Greenwich base as a commercial banker.
Moore most recently worked at Stamford, Connecticut-based Patriot Bank as a commercial banking team leader.
