FineMark Holdings, Inc.

About FineMark Holdings, Inc.

FineMark National Bank & Trust is dedicated to providing high-level service to clients through a comprehensive array of banking, trust, and investment offerings, while making a positive impact in the communities they serve. Their vision, mission, and values emphasize commitment, compassion, and exceptional client service.

Products & Services

Wealth Management:Focuses on building authentic, lasting relationships to understand and manage clients' financial values and goals.

Personal Banking:Offers personalized banking services with convenient checking and deposit options tailored to individual goals.

Business Banking:Designed to efficiently manage commercial banking needs for businesses.

Lending:Provides customized personal and business lending solutions, from personal loans to complex financing.

Investments:Tailored investment strategies based on individual client goals, values, and preferences.

Trust & Estate Services:Partners with clients for estate planning to ensure plans are in place early, reducing stress and uncertainty.

Financial Planning:Offers a strong foundation for clients to build their financial lives through comprehensive planning.

Sports Management:Provides personalized business management services to nearly 200 professional athletes.

Specialties

Wealth Management Personal and Business Banking Lending Solutions Investment Strategies Trust and Estate Planning Financial Planning Sports Management

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Preferred Stock Issuance T: - FT: Preferred Stock Issuance	A: 30000000 MR: - FA: $30 million FAN: 30000000	D: 2024-03-29 FD: 2024-03-29	-

Preferred Stock Issuance Latest

2024-03-29

$30.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Joseph R. Catti

Chairman and Chief Executive Officer

S

Scott A. Edmonds

Vice Chairman & Lead Director

M

Martin E. Adams

Director

A

Aurelia J. Bell

Director

M

Michael J. Carron

Director

T

Thomas D. Case

Director

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