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Headquartered in Greenwich, Connecticut, Fieldpoint Private (www.fieldpointprivate.com) is a boutique financial firm providing the highest degree of personalized, confidential wealth planning and private banking services. Catering to highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients including: wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions, highly attentive/responsive service and concierge services. Fieldpoint Private was established in 2008 by 31 Founders with a specific vision and purpose. These extraordinary leaders of industry and community recognized the opportunity to create a financial firm totally attuned to people`s individual circumstances. Our firm is built on a philosophy of exclusive membership and client-centricity. Working with a limited number of relationships gives every person the experience of belonging to an extremely selective group. The result is a new breed of institution established on the basis of personalization, responsiveness, and exclusivity, and an ensured commitment to impeccable service and consistently flawless execution. Our service approach offers a unique client experience custom crafted to each client`s financial needs.
Fremont Bank is one of the oldest locally owned banks in the San Francisco Bay Area. It was founded in 1964 and is based in Fremont, California. We know that community banking makes a difference to our customers, our business partners, and our employees. We believe that each success in our community improves the quality of life for us all. That is why we’ve held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none. Fremont Bank was selected as the fourth “Best Workplace in the Bay Area” in the large company category in 2011. We were also honored by the San Francisco Business Times as one of the “Top 65 Corporate Philanthropists in the Greater Bay Area” in 2011. The Bank has made it on the coveted list, which is based on total cash contributions paid by companies to Bay Area nonprofits, every year since it entered the survey in 2003.
First Community Bank, NA is a Sugar Land, TX-based company in the Financial Services sector.
Marathon Bank is a New York, NY-based company in the Financial Services sector.
We provide unique global equipment finance industry knowledge and insights that enable our clients to achieve their strategic and tactical imperatives. Our global advisors serve many of the worlds leading equipment leasing and asset finance companies--whether bank owned, captive or independent--as well as manufacturers, service providers, banks, investment firms and government organizations. Hear podcasts, see videos, read our blog at http://www.thealtagroup.com/blog. Our international network and extensive industry contacts at the highest levels mean Alta is exceptionally well placed to make introductions for mergers and acquisitions or provide actionable strategy for business development. We have management consultants in offices throughout North America; Latin America; Western, Central and Eastern Europe; Asia Pacific; and China. See also our practices: Digital Business Advisory, Mergers & Acquisitions, Strategy & Competitive Alignment, Professional Development, Asset Management, Legal Services and Business Quality Assurance. For more information visit http://www.thealtagroup.com