Adding this team expands Fieldpoint's existing footprint in Florida.
Fieldpoint Private, the wealth advisory and private banking firm based in Greenwich, Connecticut, has recruited a Miami area-based advisory team which oversees about $900 million in client money.
The team is composed of Joe Fernandez, Christina Hudson and Johanna Arbelaez-Perez. Their arrival at Fieldpoint adds to the firm’s existing teams in Orlando/Winter Park and Palm Beach.
Fernandez spent 28 years with BNY Mellon Wealth Management, and for the last six years served as the firm’s Florida region president, and as a member of the firm’s senior leadership team. Hudson spent 22 years at BNY Mellon. Prior to that, she spent five years with SunTrust (now Truist) as a portfolio manager and asset/liability specialist.
Another joiner is Arbelaez-Perez, a long-time colleague and 20-year BNY veteran who will serve as the team’s associate.
Fieldpoint Private was established in 2008 by 31 founders.