I am proud to be the visionary Founder and President of Loyalty Alliance, Inc., a firm dedicated to providing the customized services and specialized financial solutions demanded by successful businesses and sophisticated individuals to grow, protect, and enjoy their wealth. 

With over 30 years of experience in the financial services industry, I've held key roles in merchant banking, venture capital, investment banking, and wealth advisory services at prestigious institutions such as Hamilton Robinson & Co., Wagner Stott & Co., and Donaldson, Lufkin & Jenrette. My expertise spans wealth preservation, risk management, investments, insurance, venture capital, private equity, and entrepreneurial empowerment.

In 2003, I founded Loyalty Alliance to redefine financial services by combining the personalized approach of traditional private banking with innovative solutions tailored to 21st-century business needs and contemporary lifestyles. The firm currently specializes in providing the insurance and lending solutions needed to protect client assets, finance needs, fuel ambitions and help build lasting legacies. 

I was given the title of "Business Fairy Godmother" because of my unique ability, pride and passion to help others achieve their dreams through strategic connections and innovative solutions. 

I hold an array of professional designations and academic qualifications that include the following: Certified Wealth Preservation Planner (CWPP); Certified Financial Planner™ (CFP®); Trusts and Estates Practitioner (TEP); Chartered Financial Consultant (ChFC); Registered Employee Benefits Consultant (REBC); Chartered Life Underwriter (CLU); Certified in Long-Term Care (CLTC); and, Registered Health Underwriter (RHU).

I earned a BA in History and an MA in Social Studies from the University at Albany, as well as an MBA in Finance from the NYU Stern School of Business. I also hold multiple insurance licenses that enable me to address diverse risk management needs worldwide.

A proud native New Yorker, I am deeply engaged in my community. I am a member of the National Arts Club and Penn Club and serve on the Executive Committee of the Foreign Press Association and the Board of Governors of the Foreign Press Foundation. Additionally, I hold the title of Special Advocate for the Major League Baseball Players Alumni Association (MLBPAA). A former competitive ballroom dancer, I continue to bring passion and precision to all my endeavors.

Reach me at E: cfields@loyaltyalliance.com or 212-570-1212