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

Former Wells Fargo exec Brendan Krebs emerges at PNC
Former Wells Fargo exec Brendan Krebs emerges at PNC

The 25-year industry veteran previously in charge of the Wall Street bank's advisor recruitment efforts is now fulfilling a similar role at a rival firm.

Trio of advisors switch for 'Happier' times at LPL Financial
Trio of advisors switch for 'Happier' times at LPL Financial

Former Northwestern Mutual advisors join firm for independence.

Indie $8B RIA adds further leadership talent amid growth drive
Indie $8B RIA adds further leadership talent amid growth drive

Executives from LPL Financial, Cresset Partners hired for key roles.

Stock volatility remained low despite risk events
Stock volatility remained low despite risk events

Geopolitical tension has been managed well by the markets.

Fed minutes to provide signals on rate cuts
Fed minutes to provide signals on rate cuts

December cut is still a possiblity.

SPONSORED The future of prospecting: Say goodbye to cold calls and hello to smart connections

Streamline your outreach with Aidentified's AI-driven solutions

SPONSORED A bumpy start to autumn but more positives ahead

This season’s market volatility: Positioning for rate relief, income growth and the AI rebound