Fieldpoint Private, a US boutique financial firm, has appointed Andrew Heitner as the managing director and senior advisor, as part of its plan to offer improved, personalized, and confidential wealth planning and private banking services to customers.
Before joining Fieldpoint Private, Heitner worked with Greenwich-based wealth advisory and private banking firm Neuberger Berman.
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Based in Chicago, he was acting as a vice president with Neuberger Berman’s private wealth management group, and advising nearly 40 high net worth and ultra high net worth families and institutional clients.
"Fieldpoint’s client-centered philosophy and cutting-edge reporting technology make this firm a unique place, and the best fit for my clients."
Prior to joining Neuberger Berman in 2004, Heitner worked with JP Morgan, first in Hong Kong trading Asian equities, then in New York trading US equity derivatives, and ultimately in Geneva, Switzerland.
He started his career with The Heitner, a family firm in St Louis, Missouri.
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By GlobalDataFieldpoint Private delivers a mixture of wealth management and strategy, family office, private banking and business banking services to individuals, families, businesses and institutions.
