Profile
Harold L.
Purkey is the founder of Fieldpoint Private Bank & Trust, which was founded in 2008.
He served as an Independent Director at Richardson Electronics Ltd.
from 2011 to 2013.
Mr. Purkey was a Senior Managing Director at Smith Barney, Inc. and a Managing Director at First Union Securities.
He also served as the President of Forum Capital Markets LLC in 2000.
Former positions of Harold L. Purkey
| Companies | Position | End |
|---|---|---|
| RICHARDSON ELECTRONICS, LTD. | Director/Board Member | 2013-07-29 |
| First Union Securities | Corporate Officer/Principal | - |
Forum Capital Markets LLC
 Forum Capital Markets LLC Investment Banks/BrokersFinance Part of Wells Fargo & Co., Forum Capital Markets LLC is a convertible securities boutique. The private company is based in Old Greenwich, CT. Forum Capital Markets was acquired by Wachovia Corp. on May 03, 2000. | President | 1999-12-31 |
Fieldpoint Private Bank & Trust
 Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Founder | - |
Smith Barney, Inc.
 Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Corporate Officer/Principal | - |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| RICHARDSON ELECTRONICS, LTD. | Electronic Technology |
| Private companies | 4 |
|---|---|
Forum Capital Markets LLC
Forum Capital Markets LLC Investment Banks/BrokersFinance Part of Wells Fargo & Co., Forum Capital Markets LLC is a convertible securities boutique. The private company is based in Old Greenwich, CT. Forum Capital Markets was acquired by Wachovia Corp. on May 03, 2000. | Finance |
Smith Barney, Inc.
Smith Barney, Inc. Investment Banks/BrokersFinance Smith Barney, Inc. is a broker/dealer located in New York City. The firm is a subsidiary of Citigroup Global Markets Holdings, Inc. and their ultimate parent is Citigroup, Inc. The firm provides an array of trading and execution services for their clients. They do not provide any internal research | Finance |
| First Union Securities | Finance |
Fieldpoint Private Bank & Trust
Fieldpoint Private Bank & Trust Regional BanksFinance Fieldpoint Private Bank & Trust provides wealth advisory and private banking services. Its services include wealth planning, investment advisory, personal banking and lending, commercial lending, business cash management, and wealth and succession planning. The company was founded in April 2008 and is headquartered in Greenwich, CT. | Finance |
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