FineMark National Bank & Trust

Menu
- - About Us
    - - About FineMark
      - Vision, Mission & Values
        Our Vision, Mission & Values
        Our vision, mission and values were created to provide direction for our associates to follow. Designed to reflect the ideals naturally possessed by people who are civic-minded and care deeply about doing what is right, these principles emphasize acting with commitment, compassion, and service in everything we do.
        Learn More
      - Our Commitments
        Our Commitments
        Our vision, mission and values were built on one clear aspiration: to create a company with like-minded individuals—people who share an entrepreneurial spirit and care deeply about doing what is right—that would grow and prosper while remaining agile and dynamic.
        Learn More
      - Why FineMark?
        Why FineMark?
        Exceptional client service is our hallmark. Our advisors are always available to help coordinate the financial aspects of your life in one place, with one team.
        Learn More
      - Leadership
        Leadership
        At FineMark, our vision, mission and values drive everything we do. These principles define our culture and are upheld and exemplified by our executive leadership team and board members every day.
        Learn More
      - Client Testimonials
        Meet a few of our clients
        Learn More Here
      - Meet Our Associates
  - Our Services
    - - Wealth Management
        Wealth Management
        Knowing what brings meaning to your life and understanding why those things have value for you is the first step in effective wealth management. At FineMark, we focus on building authentic, lasting relationships with our clients—a practice that sets us apart.
        Learn More
      - Personal Banking
        Personal Banking
        FineMark provides personalized banking services, tailored to your goals, with convenient checking and deposit options.
        Learn More
      - Business Banking
        Business Banking
        We’ve designed our business banking services to help you take care of your commercial banking needs quickly and efficiently.
        Learn More
      - Lending
        Lending
        Our customized wealth management encompasses personal and business lending solutions tailored to your needs, from personal loans to complex business financing.
        Learn More
      - Investments
        Investments
        At FineMark, we understand that each of our clients is unique and no single investment strategy will work for every investor. That’s why we spend time getting to know you and discovering your goals, values, and charitable preferences.
        FineMark Internally Managed Strategies Investment Services
      - Trust & Estate
        Trust & Estate
        Under the best circumstances, the idea of estate planning can be uncomfortable, stressful and worrisome. That’s why we believe in partnering with our clients as soon as they’re ready—often early in their careers—to help ensure a plan is in place long before it’s needed.
        Learn More
      - Financial Planning
        Planning
        We believe that a strong financial plan provides a solid foundation for our clients to build their financial lives upon.
        Learn More
      - Sports Management
        FineMark Sports Management
        FineMark Sports Management provides highly personalized business management services to nearly 200 professional athletes.
        Learn More
  - Our Commitments
  - Resources & News
    - - News
        News
        From press releases, quarterly reports, and leader commentary to blogs and recipes from the chef at our headquarters’ kitchen, everything you need to know about FineMark can be found right here.
        Learn More
      - Our Experts Perspectives
        Perspective
        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.
        Learn More
      - Resource Videos
        Resource Videos
        In our video resource library, you will find detailed instructions on how to access and navigate your online accounts, and customize your banking platform to best suit your needs.
        Learn More
      - Recipes
        Recipes
        Check out FineMark’s Chefs latest recipes
        Learn More
      - Fraud Prevention
      - Kids & Finance
        Kids & Finance
        We believe in starting kids early with financial education to help establish healthy money habits later in life. Our resources for parents with kids in elementary through high school focus on fundamental financial principles through interactive methods.
        Learn More
      - FineMark Radio
        FineMark Radio
        Money stories, market commentary, business interviews and more from FineMark National Bank & Trust.
        Listen
  - Careers
  - Investor Relations
    - - Financial Information
        Quarterly Results
        Quarterly updates on FineMark’s financial performance, including key metrics like net income, AUMA and deposit and loan growth.
        Annual Reports
        Comprehensive overviews of FineMark’s yearly performance, strategy, and financial highlights, including insights from our Chairman & CEO.
        Financial Information
      - Corporate Governance
        Corporate Governance
        Meet the experienced professionals providing oversight, strategic guidance, and leadership to support FineMark’s mission and values.
        Learn More
      - Shareholder Information
        FNBT-FineMark Holdings, Inc.
        FineMark Holdings, Inc. (OTCQX: FNBT) trades on the OTCQX. View our stock information, including real-time quotes and financial disclosures here.
        Stock Price
        Shareholder Resources
        Access tools and information for managing your FineMark shares including Computershare login instructions, FAQs, and key forms and documents.
        Learn More
      - Contact Investor Relations
        Contact Investor Relations
        Reach out to FineMark’s Investor Relations team for assistance with shareholder inquiries and company information.
        Learn More

Martin M. Wasmer

Director

Martin M. Wasmer is a Managing Director at Schwab Asset Management. Previously the Founder and CEO of Wasmer Schroeder & Co, an investment management group, Schwab acquired Wasmer Schroeder in 2020.

Mr. Wasmer is a graduate of the University of Miami, FL. He serves on the Board of the Finance Corporation at FGCU, he is a Trustee of the Marieb Foundation and serves on various non profit committees within Collier County.

(Director since 2014, Governance Committee Chairman)

Board of Directors

Joe-Catti

Joseph R. Catti

Scott Edmonds

Scott A. Edmonds

Vice Chairman & Lead Director

Martin E. Adams

Martin E. Adams

Aurelia J. Bell

Aurelia J. Bell

Michael J. Carron, MD

Thomas D. Case, II

Brian J. Eagleston

Brian J. Eagleston

Tracey Galloway

Tracey U. Galloway

William N. Horowitz

Clive L. Lubner

Brian D. Lucas

Vito S. Manone

Alan D. Reynolds

Lee J. Seidler, PhD

Martin M. Wasmer

John F. Blais, Jr.

Director Emeritus

Hale S. Irwin

Director Emeritus

David H. Lucas

Director Emeritus

William H. Turner

Director Emeritus