Our Expert's Perspectives - FineMark National Bank & Trust

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Our Experts' Perspectives

Our highly experienced financial professionals are selected for their expertise, civil leadership and commitment to service. Working together as one dedicated team, they help ensure our clients’ financial success.

Here, our private wealth advisors and senior bankers share their knowledge on a variety of topics to help you stay informed and financially savvy. Check out the videos in our exclusive library to learn more!

2021 Third Quarter Review & Commentary

Christopher T. Battifarano

Chief Investment Officer

It was another strong quarter for markets, but that didn’t make Q3 2021 any less predictable. Executive Vice President & Chief Investment Officer Chris Battifarano shares FineMark’s perspective on the quarter overall and spotlights key elements – inflation, quantitative easing, anticipated tax increases, and more – to help you understand their impacts.

Investment

Discover our experts’ unique takes on what’s happening at home and abroad through Insights, FineMark’s investment video series. In this first set of videos, FineMark’s Chief Investment Officer (CIO), Chris Battifarano, answers your questions about worldwide markets and the global economy.

2021 Third Quarter Review & Commentary

Christopher T. Battifarano

Tapering and Rising Rates, and What it Means to Investors

Christopher T. Battifarano

Portfolio Actions You Can Take Today To Prepare For Higher Taxes Tomorrow

Chris Highmark

What is a QCD and How Does it Work?

Grace Gutierrez

Stay Long Gold

Christopher T. Battifarano

FineMark Insights: The Value of Portfolio Rebalancing

Christopher T. Battifarano

FineMark Insights: Inflation

Christopher T. Battifarano

FineMark Insights: Finding Opportunity in Opportunity Zones

Chris Highmark

FineMark Insights: Bitcoin

Andrew F. Potter

FineMark Insights: Gold, a Timeless Store of Value

Christopher T. Battifarano

Women’s Financial Series

The Aspire video series empowers, inspires and enables women by instilling confidence through financial education. Adria Starkey, Executive Vice President and President of FineMark National Bank & Trust (Collier County), has championed women’s financial education for decades and shares her knowledge in this special series.

Estate Planning Essentials

Adria D. Starkey

Planning Your Own Future

Adria D. Starkey

Our Past Doesn’t Have To Dictate Our Future

Adria D. Starkey

Why Women’s Financial Lives Are Different

Adria D. Starkey

5 Wishes

Adria D. Starkey

Technology

From the latest in banking technology to tips on how to protect your personal information and avoid sophisticated cyber scammers, FineMark’s senior bankers share our newest features and capabilities to safeguard your wealth.