Speaker - Robert Matthews

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Since joining Fieldpoint Private in 2010, Mr. Matthews has led the firm to wealth management asset growth of over 300%, and status as one of the most-watched new players in wealth management. Prior to joining Fieldpoint Private, he led Citigroup's Global Wealth Advisory Services, where he was responsible for a $120 billion balance sheet and served as a member of the firm's Executive Committee. There, he oversaw a global team of thousands of professionals, responsible for Global Lending, Global Wealth Planning, Financial Planning Services, Executive Financial Services, Domestic and International Trust and Middle Market Investment Banking.

Prior to his Global Wealth Advisory Services role, Mr. Matthews served in a series of positions for Smith Barney, including Divisional Manager for the Northeast Division, Regional Director for New England, and Branch Office Manager. He began his career as a Financial Advisor in 1981.

1 Program

The Big Shrink for Capital Markets and Investors

10.08.13 | 00:48:41 min | 0 comments