We found the following information about Bob Matthews at Fieldpoint Private, where Bob has worked as a Chief Executive Officer since 2010. Bob's total work experience is over 45 years, during which time Bob had at least six jobs at different companies to develop professional skills. Bob attended school at the Franklin & Marshall College from 1977 to 1981. Bob Matthews can be found in New York, New York – where this expert currently lives. You can search for the person's phone and email. We can also provide you with detailed contact information upon request.
Name variants:
Robert Matthews
Last updated Jul 05, 2024
Contact Information
Workplace
Chief Executive Officer
Greenwich, CT
Industry
Financial Services, Commercial Banking
Colleagues
Work History
Chief Executive Officer
100 Field Point Rd, Greenwich, CT 06830
Private Banking and Wealth Management solutions for families with significant financial positions.
Jun 2010 — Sep 2019
Executive Advisor
535 Madison Ave, New York, NY 10022
Private Equity firm investing solely in financial services
Jan 2009 — Jun 2010
Director of Global Wealth Advisory Services
Built and managed the wealth advisory platform for Citigroup Private Bank and Smith Barney globally including Private Bank Lending, Private Banking, Citi Family Office, Wealth Planning, Fina...
Oct 2006 — Jul 2008
Director of Wealth Management
1585 Broadway, New York, NY 10003
Director of Wealth Managment for Smith Barney. Built and managed the Wealth Management platform including Wealth Planning, Financial Planning, Citigroup Trust, Lending, Private Wealth Managm...
Aug 2004 — Sep 2006
Financial Advisor, Assistant Branch Manager, Branch Manager, Regional Manager, Divisional Manager
1585 Broadway, New York, NY 10003
Financial Advisor, Assistant Branch Manager, Branch Manager, Regional Manager, Divisional Manager
Oct 1983 — Aug 2004
Education
1977 — 1981
Occupations
Executive
Vice President
Chief Executive Officer
Accountant
Finance and Accounting Specialist
Chief Executive
Corporate Executive
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Loans
Investments
Wealth Management
Strategic Financial Planning
Hedge Funds
Wealth Management Services
Private Equity
Private Banking
Branch Banking
Wealth
Finance
Retirement Planning
Series 63
Capital
Series 7
Financial Advisory
Fixed Income
Portfolio Management
Alternative Investments
Financial Analysis
Investment Advisory
Financial Modeling
Management
Capital Markets
Financial Planning
Asset Allocation
Equities
Mutual Funds
Securities
Leadership
Investment Banking
Asset Management
Family Office