Fieldstone Family Advisors
New York, NY
We help families, private companies, and foundations from around the globe achieve their unique financial goals.
Fieldstone Family Advisors
New York, NY
Fieldstone Family Advisors
New York, NY
Fieldstone Family Advisors
New York, NY
Fieldstone Family Advisors
New York, NY
We specialize in complex families and institutions, regardless of where they are from.
We help families, private companies and foundations from around the globe achieve their unique financial goals. Our team has over three centuries of combined experience in wealth management, estate/financial planning, commercial banking and capital markets, and we apply that experience daily to both sides of our clients’ balance sheets, while reducing the conflicts of interest that are common in our industry.
Unlike most investment banks and wealth managers, we produce no products, have no inventory, and don’t engage in proprietary trading. Our clients – and only our clients – pay us. And they pay us predominantly for advising them on how to best achieve their financial goals, aligning our interests with the success of our clients’ portfolios. Our diverse set of skills, investment backgrounds and institutional experience is also rare in a boutique, client-centric firm.
We specialize in complex families and institutions, regardless of where they are from. Most of our clients have complex estate plans and ownership structures that span many jurisdictions, both in the United States and abroad. We provide trusted financial advice and services to clients across five continents and dozens of countries.
Recent Insight
Meet our Team
Larry Barocas, CPWA®, CRPS®
Senior Partner, Managing Director
Larry has been advising families and major corporations around the globe for almost four decades. Prior to wealth management, he was an attorney specializing in tax with a major New York City law firm and lived and Europe, Asia, and Central America. Larry was also a Senior Economic Advisor for the United Nations Economic Development Program. He joined Snowden Lane from Merrill Lynch and serves high net worth individuals, families and non-profits with specializations in concentrated stock positions, closely held businesses, philanthropy and complex generational and executive planning. Larry currently consults in the investment area of alternative investments and presents on alternative investment at industry conferences. He lives with his two children in San Antonio, Texas.
Nicole Boutmy de Katzmann
Managing Director and Partner
Nicole has over 25 years of experience advising families in Europe, Latin America and the United States, across a range of issues including multigenerational wealth planning, investments, philanthropy and gifting. She was raised in Uruguay and is fluent in Spanish and Italian.
Nicole’s career in global banking started at Republic National Bank of New York. With Republic, she served as an international private banker in Montevideo, Milan, London and New York. A few years after HSBC acquired Republic in 2000, Republic’s former senior executive team invited her to join them in forming a new firm, NuVerse Advisors, where she remained for over a decade. Nicole joined Fieldpoint Private in 2018 from Oppenheimer’s Private Client division.
nboutmy@snowdenlane.com
O: +1.646.490.3561
Nicole’s career in global banking started at Republic National Bank of New York. With Republic, she served as an international private banker in Montevideo, Milan, London and New York. A few years after HSBC acquired Republic in 2000, Republic’s former senior executive team invited her to join them in forming a new firm, NuVerse Advisors, where she remained for over a decade. Nicole joined Fieldpoint Private in 2018 from Oppenheimer’s Private Client division.
nboutmy@snowdenlane.com
O: +1.646.490.3561
Tyler Catalano
Vice President
Tyler joined Snowden Lane Partners in April of 2022. Prior to joining Snowden Lane, he was employed at Fieldpoint Private, an RIA and private bank servicing UNHW, family office, and institutional clients, headquartered in Greenwich, CT. At Fieldpoint, Tyler helped oversee the firm’s investment platform and assisted the firm’s advisors with asset allocation and investment manager selection. At Fieldpoint, Tyler performed rigorous due diligence on third party investment managers and helped manage an internal investment portfolio. Additionally, Tyler developed and constructed robust investment portfolios for the firm’s current and prospective clients. Prior to joining Fieldpoint, Tyler was employed at Noble Group, a commodities trader based in Stamford, CT. Tyler graduated from the University of South Carolina with a bachelors degree in Finance from the Moore School of Business.
tcatalano@snowdenlane.com
O: +1.786.376.8516
tcatalano@snowdenlane.com
O: +1.786.376.8516
Tom Conway
Managing Director and Senior Partner- 33 years investment experience
- Fieldpoint Private
- Morgan Stanley
- Citibank
- Lehman Brothers
tconway@snowdenlane.com
O: +1.646.461.1203
Christian Gallo
Vice President
For over a decade, Christian has provided wealth management and private banking expertise to families and entrepreneurs in the United States and abroad. At Fieldpoint, he advocated successfully in advancing a policy for emerging fintech companies to onboard compliantly into the traditional finance and banking world. Currently at Snowden Lane he continues giving investment and financial advice to entrepreneurs and all generations of families. Since graduating from University of Miami in 2011, he has called New York City his home both professionally and personally.
cgallo@snowdenlane.com
O: +1.646.536.5656
cgallo@snowdenlane.com
O: +1.646.536.5656
Thomas J. Hakala
Managing Director and Partner
Tom has over 40 years of experience providing personal financial planning, estate planning, and wealth management advice to senior executives, business owners, professionals, and prominent family groups. He has been recognized as among the top financial planning advisors in the U.S. He has served in senior advisory roles as a Director at Price Waterhouse Coopers (formerly Coopers and Lybrand), a Tax Partner at KPMG, an Executive Director of the UBS Private Bank and Director of the UBS Trust Company, a Managing Director at Wilmington Trust, and, most recently, as a Managing Director and Senior Private Client Advisor at Fieldpoint Private Bank and Trust Company.
Tom attended Georgetown University (A.B.) and St. John’s University School of Law (J.D.). He also studied accounting at N.Y.U. Stern Graduate School of Business Administration. He is designated as a Personal Financial Specialist by the AICPA and is a licensed New York Life, Health, and Accident Insurance Agent.
thakala@snowdenlane.com
O: +1.646.350.1439
Tom attended Georgetown University (A.B.) and St. John’s University School of Law (J.D.). He also studied accounting at N.Y.U. Stern Graduate School of Business Administration. He is designated as a Personal Financial Specialist by the AICPA and is a licensed New York Life, Health, and Accident Insurance Agent.
thakala@snowdenlane.com
O: +1.646.350.1439
Andrew W. Heitner
Managing Director and Senior Partner- 30 years investment experience
- Fieldpoint Private
- Neuberger Berman
- JP Morgan Private Bank, Geneva Switzerland
- JP Morgan Securities, New York & Hong Kong
aheitner@snowdenlane.com
O: +1.312.436.1760
Allen Jacobi
Managing Director and Senior Partner
Al joined Snowden Lane after a two decades as Managing Director and senior investment advisor with Fieldpoint Private, L.L.C and Wilmington Trust. Prior to that he was a senior investment executive for a large national banking organization, heading a team of investment professionals focused on the needs of wealthy families, including trusts and estates, and private foundations. His expertise is to develop highly customized portfolios which in many cases spans multiple generations. He holds the Chartered Financial Analyst designation, an MBA, and is a member of the CFA society New York.
ajacobi@snowdenlane.com
O: +1.646.350.1413
ajacobi@snowdenlane.com
O: +1.646.350.1413
Andrew Randak
Managing Director and Senior Partner
Since 1994, Andrew has provided sophisticated and unbiased advice to successful businesspeople, their families and their companies. A Connecticut native residing in Old Lyme, he is a Chartered Financial Analyst, fluent in Spanish, and enjoys helping clients from around the globe tackle complex and dynamic issues.
Andrew began his career in private banking at The Chase Manhattan Bank. He spent two of his six years in Chase’s Santiago, Chile offices, where he managed the firm’s private client lending platform. In 2000 he joined Brown Brothers Harriman & Co. where he was responsible for wealth management and trust clients in South America. Andrew joined Fieldpoint Private in 2015 with a mandate to grow the firm’s wealth advisory and private banking business outside the United States. He joined Snowden Lane as a Senior Partner in 2022.
arandak@snowdenlane.com
O: +1.203.684.5031
Andrew began his career in private banking at The Chase Manhattan Bank. He spent two of his six years in Chase’s Santiago, Chile offices, where he managed the firm’s private client lending platform. In 2000 he joined Brown Brothers Harriman & Co. where he was responsible for wealth management and trust clients in South America. Andrew joined Fieldpoint Private in 2015 with a mandate to grow the firm’s wealth advisory and private banking business outside the United States. He joined Snowden Lane as a Senior Partner in 2022.
arandak@snowdenlane.com
O: +1.203.684.5031
Kristian Sedeño
Managing Director and Partner
For over a decade, Kris has provided wealth management and private banking services to families in the United States and abroad. Kris earned his bachelor of science in business administration from the University of Florida in 2007. He received his Master of Accountancy at Vanderbilt University in 2009.
Kris is a Certified Public Accountant and worked as an Audit Associate at PricewaterhouseCoopers (PwC) from 2009 to 2011. Following that, he joined Brown Brothers Harriman as an Associate, working with ultra-high net worth families in South America. Together with Andrew, Kris joined Fieldpoint Private in 2015 to help build firm’s wealth advisory and private banking business outside the United States.
ksedeno@snowdenlane.com
O: +1.786.709.9013
Kris is a Certified Public Accountant and worked as an Audit Associate at PricewaterhouseCoopers (PwC) from 2009 to 2011. Following that, he joined Brown Brothers Harriman as an Associate, working with ultra-high net worth families in South America. Together with Andrew, Kris joined Fieldpoint Private in 2015 to help build firm’s wealth advisory and private banking business outside the United States.
ksedeno@snowdenlane.com
O: +1.786.709.9013
Press
Fieldstone Family Advisors
540 Madison Avenue
9th Floor
New York, NY 10022
(203) 684-5031
1 Alhambra Plaza
Suite 1130
Coral Gables, FL 33134
(786) 709-9013