Fieldpoint Private Trust Appoints Shirley Posada as Senior Relationship Manager

GREENWICH, Conn.--(BUSINESS WIRE)--Fieldpoint Private Trust announced the appointment of Shirley Posada as Senior Relationship Manager, further strengthening the firm’s client advisory and fiduciary capabilities as it continues to expand its premier family office platform.

“Her ability to integrate investment, planning, and family dynamics makes her a trusted partner for the families we serve. We are delighted to welcome her to our team.”

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Ms. Posada brings more than 20 years of experience as a senior client advisor, most recently at Northern Trust, where she oversaw integrated wealth strategies for high-net-worth individuals and families. Her expertise spans investment management, financial and legacy planning, philanthropic structuring, and complex household management. She began her career in client servicing at Charles Schwab, gaining a strong foundation in wealth advisory and client experience.

“Shirley exemplifies the client-first mindset that defines Fieldpoint Private Trust,” said Nicholas Stonestreet, CEO of Fieldpoint Private Trust. “Her ability to integrate investment, planning, and family dynamics makes her a trusted partner for the families we serve. We are delighted to welcome her to our team.”

In her new role at Fieldpoint Private Trust, Posada will be responsible for leading client relationships and delivering holistic advisory support across trust, family office, and legacy planning services. She will work directly with families and their advisors to integrate wealth strategies, coordinate complex household needs, and ensure that Fieldpoint’s fiduciary and planning-first approach is tailored to each family’s long-term objectives.

In addition to her role as Senior Relationship Manager, Posada has also become an equity partner in Fieldpoint Private Trust, aligning her interests directly with the long-term success of the firm and its clients.

About Fieldpoint Private Trust

Fieldpoint Private Trust delivers more than traditional fiduciary services — combining directed, delegated, and discretionary trust solutions with a suite of comprehensive resources of a family office. The firm partners with families to provide advanced planning, governance, and wealth structuring designed to preserve, maintain, and grow capital and values across generations. With a planning-first approach and a commitment to collaboration, Fieldpoint helps clients transform complexity into clarity and build legacies that endure.