The joiners are William E Christian, Tammi A Lauder, Michael J Lent and William T Lent. They are managing directors and senior advisors. Another joiner, an associate, is Steven Cangialosi, Fieldpoint said. 

The team’s roots date back more than 40 years and encompass two longstanding partnerships. Brothers Michael and William Lent began working together at Prescott, Ball and Turben in the 1970s. They moved to Smith Barney in 1993. That year, in a separate move, Lauder also joined Smith Barney, and in 1997 Mr Christian joined the firm. Lauder and Christian began their partnership the following year, and in 2002 they joined forces with the Lent brothers, forming the Landmark Group. In 2010 the team joined JP Morgan Securities in White Plains, New York.

At JP Morgan the team advised clients on over $700 million in assets. Their services encompass portfolio allocation and investments, asset protection, wealth transfer and philanthropic planning, family communication, cash flow planning and credit.

Headquartered in Greenwich, Fieldpoint was established in 2008 by 31 founders.