Fieldpoint Private, a Greenwich-headquartered wealth advisory and private banking firm, has hired a team from BNY Mellon that has managed approximately $900 million in client assets for roughly 75 families.
The advisory team of Joe Fernandez, Christina Hudson and Johanna Arbelaez-Perez will be based in the Miami-Coral Gables market, expanding Fieldpoint Private”™s Florida presence, which also includes teams in Orlando/Winter Park and Palm Beach.
Fernandez was previously Florida region president at BNY Mellon Wealth Management, while Hudson was a senior wealth manager with the company and Arbelaez-Perez was an associate wealth manager.
“Christina, Joe and Johanna are a significant presence in Florida and they had the opportunity to join any firm they wished,” said Christopher DeLaura, Fieldpoint”™s director of wealth management and president and CEO of Fieldpoint Private Securities. “We”™re honored that they chose Fieldpoint Private, and that they did it for the right reasons ”“ for their clients.”
