Fieldpoint Private, a Connecticut-based wealth advisory and private banking firm serving ultra-high-net-worth families and institutions, has appointed Clay Skurdal as its new managing director and senior advisor.
Skurdal will be based in Eugene, Oregon, advising families and entrepreneurs from California to Washington state, and eastward across the northern Rockies and plains to the oil shale lands of North Dakota.
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Skurdal most recently served at Great Northern Advisors, which is an independent affiliate of Liebenthal Wealth Advisors.
Before that, he served a spell of about 30 years at Morgan Stanley Smith Barney and its predecessor firms such as Smith Barney, Shearson Lehman and E.F. Hutton.
Fieldpoint Private president and CEO Robert Matthews said that the appointment will introduce the firm to clients seeking an alternative to conventional wirehouses and private banks.
"Clay’s experience and outstanding reputation will make him a valuable presence in parts of the country where we feel the Fieldpoint story will really resonate," Matthews stated.
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