New York-based Treasury Partners announced on Wednesday the addition of an advisory team from Fieldpoint Private, which will bring in $400 million in client assets to the firm.
Advisors David Zoll, formerly managing director at Fieldpoint Private, and Sarah Pifer, previously an associate advisor at the same firm, are now part of Treasury Partner’s team of wealth management professionals.
Zoll becomes a managing director and partner with Treasury Partners. Prior to joining Fieldpoint he served at Barclays and UBS in various leadership roles and pursued multiple entrepreneurial endeavors.
Pifer joins Treasury Partners as an associate director. Prior to joining Fieldpoint, she served high-net-worth and ultra-high-net worth clients at Barclays Wealth.
“At Treasury Partners, we are dedicated to delivering intelligent investment solutions for our clients,” said Richard Saperstein, Treasury Partners managing director, principal and chief investment officer. “We are thrilled to welcome this talented and experienced advisor team who exemplify everything we value as a firm. David and Sarah will be a tremendous addition to our team.”
Treasury Partners, a subsidiary of HighTower, focuses on serving high-net-worth and ultra-high-net-worth individuals and families, as well as endowments and foundations.