For nearly 25 years, Cari has been providing highly customized advice, investment solutions, and financial planning services to high net worth individuals, multi-generational families, and corporate executives in the New York City metro area and throughout the country.

Ms. Schnipper joined Fieldpoint Private Securities, LLC in 2018 following a long career with Morgan Stanley and its predecessor firm, Smith Barney. She joined Smith Barney in 1989 as a financial planning analyst, and became a financial advisor in 1994. She began her financial career as a CPA, first as a senior auditor at Spicer and Oppenheimer, and later as an assistant controller at JAMIE Securities Company.

Ms. Schnipper is an alumnus of Ohio State University, with a bachelor’s in business administration, and earned her Certified Public Accountant (CPA) designation from New York State in 1985. She has been a Certified Financial Planner® since 2008.

A native of New Rochelle, NY, Ms. Schnipper resides in Manhattan with her husband, Jeffrey.

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