Fieldpoint Private, a Greenwich, Conn., based wealth advisory and private banking firm, announced Thursday that M. Thomas Conway has joined the firm as a managing director and senior advisor.
Conway joins Fieldpoint from Morgan Stanley Smith Barney, now Morgan Stanley Wealth Management, where he managed about $500 million in client assets. (Morgan Stanley renamed Morgan Stanley Smith Barney to Morgan Stanley Wealth Management on Tuesday, dropping the iconic 73-year old back half of its name.)
"I've come to Fieldpoint Private because its capabilities are the equal of any behemoth firm, but they are delivered in a customized boutique client experience, without so much as a hint of conflicting interests," Conway said.
For Conway, the move ends a 23-year career at Morgan Stanley, where his practice encompassed the full scope of wealth management for high net worth and ultra-high net worth clients, endowments, trusts, and customized 401(k) plans.
Already this year, Fieldpoint Private has also attracted advisors from J.P. Morgan Private Wealth Management, U.S. Trust and Wilmington Trust.
"Among our founders are several financial industry leaders who spent their careers at the major brokerages, including five who had served as chairman and chief executive of those firms," said Robert S. Matthews, President and CEO of Fieldpoint Private, who also spent more than two decades at MSSB. "They were compelled to create Fieldpoint Private because they had come to the realization that the kind of firm they needed for their own families simply didn't exist. Tom recognizes that uniqueness, and we couldn't be more pleased that he has chosen to join us."
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