Robert Matthews

Vorstandsvorsitzender bei

Fieldpoint Private Advisors, Inc.

Finance

Consumer Services

Profil

Robert Scott Matthews is currently the Chief Executive Officer at Fieldpoint Private Advisors, Inc. He previously held the position of President & Chief Executive Officer at Fieldpoint Private Bank & Trust in 2010 and Chief Executive Officer at Dominari Securities LLC from 2011 to 2019.
He was also the Chief Executive Officer at Dominari Securities LLC (Investment Management) from 2010 to 2019.
Prior to that, he worked at Citigroup, Inc. as the Head of Global Wealth Advisory Services.
Matthews received his undergraduate degree from Franklin & Marshall College in 1981.

Aktive Positionen von Robert Matthews

Unternehmen	Position	Beginn
Fieldpoint Private Advisors, Inc. Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides investment advice	Vorstandsvorsitzender	01.07.2010

Alle aktiven Positionen von Robert Matthews

Ehemalige bekannte Positionen von Robert Matthews

Unternehmen	Position	Ende
Dominari Securities LLC Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Vorstandsvorsitzender	18.10.2019
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Vorstandsvorsitzender	01.09.2019
CITIGROUP INC.	Corporate Officer/Principal	-
Fieldpoint Private Bank & Trust Fieldpoint Private Bank & Trust Regional BanksFinance Provides commercial banking and wealth advisory services	Vorstandsvorsitzender	-

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Unternehmensverbindungen

Private Unternehmen	6
Citigroup, Inc. Citigroup, Inc. Major BanksFinance Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services	Finance
Fieldpoint Private Advisors, Inc. Fieldpoint Private Advisors, Inc. Investment ManagersFinance Provides investment advice	Finance
Franklin & Marshall College Franklin & Marshall College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fieldpoint Private Bank & Trust Fieldpoint Private Bank & Trust Regional BanksFinance Provides commercial banking and wealth advisory services	Finance
Dominari Securities LLC Dominari Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Dominari Securities LLC (Investment Management) Dominari Securities LLC (Investment Management) Investment ManagersFinance DS-IM develops a volatility-targeted approach that determines the underlying recommendations, including the asset allocation and third-party manager selection, for each client’s goal. The volatility-targeted portfolio is also used to manage and monitor each client’s account and goals. Their primary approach is strategic asset allocation aimed at reducing over-all portfolio risk through diversification. The asset allocation aims to optimize the quantity and types of risk factors present in the portfolio.	Finance