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Fieldpoint Private
Fieldpoint Private operates as a commercial bank and trust company designed to sit alongside — rather than replace — the independent registered investment...
Fieldpoint Private
Fieldpoint Private operates as a commercial bank and trust company designed to sit alongside — rather than replace — the independent registered investment advisors and family offices that wealthy clients already retain. The firm maintains branch offices in Greenwich and at 300 Park Avenue in Manhattan, providing lending, depository, and trust services without a proprietary wealth-management division that would compete for advisory assets. The bank's credit book spans commercial mortgages for acquisition, development, and construction; working-capital and term loans; capital call lines of credit; letters of credit; and securities-backed facilities. On the deposit side, it offers checking, money markets, and CDs with the ability to structure FDIC insurance into the tens of millions through sweep networks. A residential mortgage platform and a recently launched co-branded credit-card program — issued in partnership with Pinnacle Bank of Tennessee — round out the personal-banking suite. Trust services, run through Fieldpoint Private Trust, LLC, include delegated and directed trusts with an emphasis on legacy continuity and tax-aware estate planning, including specialized strategies for fine art and collectibles. The leadership group sits with President and CEO Rodney Whitwell, Chief Banking Officer David Bagatelle, and Nicholas Bertha — who runs the trust company — alongside chiefs for credit, risk, innovation, and human resources. The bank does not publicly disclose total assets or a deposit base, though its lending book is built on balance-sheet capital rather than a brokered-deposit model. What distinguishes Fieldpoint Private is its structural decision to forgo an internal asset-management arm. The bank explicitly describes its role as coalescing private banking with a client's most trusted independent advisory relationships — a setup that appeals to families and institutions that want their advisor to remain the single point of contact while the bank provides the loan, the operating account, or the trust vehicle behind the scenes.
General information
Firm type
Bank / Wealth / Trust
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Greenwich
Corporate office
Greenwich, CT, United States
Additional offices
300 Park Avenue, New York, NY, United States
Principals
Rodney Whitwell
President & Chief Executive Officer
David Bagatelle
Chief Banking Officer
Nicholas Bertha
President, Fieldpoint Private Trust, LLC
Sector focus
Frequently asked questions
Who runs investment decisions at Fieldpoint Private?
Fieldpoint Private does not manage discretionary investment portfolios. The bank provides credit, banking, and trust services, and it deliberately structures those services to work alongside a client's existing independent registered investment advisor or family office. Investment decisions remain with the outside advisor.
How is Fieldpoint Private structured compared to a traditional private bank?
A traditional private bank typically houses asset management, wealth advisory, and lending under one roof, which can create a conflict when the bank's own products compete with an outside advisor. Fieldpoint Private removes the asset-management vertical, positioning itself as a credit and trust utility that supports the independent advisor the client already uses.
What lending capabilities does Fieldpoint Private offer?
The bank originates commercial mortgages — covering acquisition, development, and construction — working capital loans, term loans, capital call lines of credit, letters of credit, securities-backed loans, and residential mortgages. It also designs custom credit strategies for complex personal or business needs.
What trust services does Fieldpoint Private provide?
Through Fieldpoint Private Trust, LLC — led by Nicholas Bertha — the firm offers delegated and directed trusts focused on legacy continuity. The trust group also advises on charitable and estate planning strategies involving fine art and collectibles, integrating those assets into broader wealth-transfer structures.
Does Fieldpoint Private disclose its total assets or deposit base?
No. Fieldpoint Private does not publicly report total assets under administration, a deposit base, or a balance-sheet size. The credit portfolio is understood to be funded by the bank's own capital rather than brokered deposits, but no specific figure has been published.
Where are Fieldpoint Private's offices located?
The corporate office and a client-facing branch are in Greenwich, Connecticut, at 130 Mason Street and 3 Greenwich Office Park. A New York branch operates at 300 Park Avenue, Suite 2502. Teller services at both locations are available by appointment.
How does Fieldpoint Private manage FDIC insurance coverage for large deposits?
The bank structures depository accounts to extend FDIC insurance into the tens of millions of dollars, which implies the use of sweep networks or reciprocal deposit programs that distribute cash across multiple FDIC-insured institutions while maintaining a single point of contact for the client.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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