Fieldpoint Private, a US-based wealth advisory and private banking firm, has appointed Catherine Zieman as its managing director and senior adviser.
Based in the firm's Palm Beach, Florida offices, Zieman will be responsible for advising high net-worth clients, family offices and institutions on asset allocation, investment selection, wealth planning as well as wealth transfer strategies.
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Zieman has been advising Floridians on wealth issues for over two decades, and most recently was a wealth adviser at Neuberger Berman in West Palm Beach.
She previously served as a wealth strategist at Northern Trust in Boca Raton, and also worked at Dean Witter (now Morgan Stanley).
Fieldpoint Private president and CEO Robert Matthews said: "A number of our founders and their families make their homes in and near Palm Beach.
"When they conceived of Fieldpoint, I believe they had people like Catherine in mind — impeccably credentialed professionals who provide unconflicted advice that takes into account the client's entire financial life."
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