Adviser duo managing $400 million exit Fieldpoint Private for Treasury Partners

Adviser duo managing $400 million exit Fieldpoint Private for Treasury Partners
David Zoll and Sarah Pifer join New York firm, which is a unit of HighTower.
MAY 01, 2019
David Zoll and Sarah Pifer, formerly advisers at Fieldpoint Private where they managed $400 million in assets, have joined Treasury Partners, a hybrid unit of HighTower in New York. (More: See more adviser moves in InvestmentNews' Adviser on the Move database.) Mr. Zoll began his career in 1983 at EF Hutton and moved to UBS in 1989. He was with Barclays Capital from 2009 to 2012, when he joined Fieldpoint Private. Ms. Pifer was with Barclays Capital from 2008 to 2012, when she also joined Fieldpoint Private.

Latest News

Hybrid RIA Wealth Consulting Group appoints Talley Léger as chief market strategist
Hybrid RIA Wealth Consulting Group appoints Talley Léger as chief market strategist

The 25-year veteran of the industry brings his experience from Raymond James, Invesco and Barclays to the Las Vegas, Nevada-based firm.

Bank of America taps BNY Wealth leader for Pittsburgh expansion
Bank of America taps BNY Wealth leader for Pittsburgh expansion

The financial industry veteran, supported by a team of wealth advisors, will drive the firm's private banking expansion in Pennsylvania

Helping advisors tackle margin compression
Helping advisors tackle margin compression

Advisor fees have remained relatively steady despite free compression across the industry. However, clients now expect more bang for their buck, says AssetMark's Matthew Matrisian

Prioritizing the human condition
Prioritizing the human condition

The good, the bad, and the ugly: How CEO connects the numbers to a client's life story.

Snowden Lane embraces move toward all-in-one platforms
Snowden Lane embraces move toward all-in-one platforms

Dig deeper into latest technology trends with our expert speakers at the upcoming RIA Activate event.

SPONSORED Destiny Wealth Partners: RIA Team of the Year shares keys to success

Discover the award-winning strategies behind Destiny Wealth Partners' client-centric approach.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success