For Robert Matthews, it was a case of serendipity. Matthews, a 25-year executive with Citigroup and Smith Barney, had left the company in 2008 and was in the early stages of building a high-touch private banking boutique. That’s when he stumbled on a shortcut. He discovered Fieldpoint Private Bank & Trust, a two-year-old company that matched his vision, had deep pockets, and was looking for leadership.

“I was out trying to build a firm that looked like Fieldpoint when I happened to bump into Fieldpoint,” chuckled Matthews, who was recently named president and chief executive officer of the firm.

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