James Chirdo Appointed COO and CCO at LinePoint Partners, Transforming Wealth Management Operations

New Leadership at LinePoint Partners

LinePoint Partners & Co., a prominent family office firm catering to ultra-high-net-worth (UHNW) clients, has recently announced the appointment of James Chirdo as its Chief Operating Officer (COO) and Chief Compliance Officer (CCO). With a rich history of service at Rockefeller and extensive experience in wealth management operations, Chirdo is set to invigorate LinePoint's mission of revolutionizing client relationships in the financial advisory space.

A Proven Track Record

James Chirdo's career spans over two decades, during which he has played pivotal roles in various leadership capacities within the wealth management sector. Most notably, he served as Managing Director and Head of Wealth Management Operations at Rockefeller Capital Management. There, he was instrumental in developing the operational foundation for Rockefeller Financial LLC, significantly contributing to the onboarding of over 135 financial advisory teams. His prior tenure at Bank of America Merrill Lynch further added to his extensive experience, where he led a team tasked with managing relationships across a wide network of institutional broker-dealers.

Joining LinePoint Partners

Chirdo's enthusiastic commitment to LinePoint is grounded in his belief that the firm's unique platform is tailored to meet the complexities of UHNW clients and family enterprises. He expresses that, "What drew me here isn't just the caliber of the people or the depth of the infrastructure; it’s that LinePoint embodies the next evolution in how high-performing advisors and their ultra-wealthy clientele will be served going forward."

As COO and CCO, he will be responsible for enhancing operational frameworks and ensuring regulatory compliance while focusing on delivering high-touch support to advisors. His approach centers on collaboration with advisors to achieve their goals while safeguarding client interests. Andrew Sternlight, President and Chief Investment Officer at LinePoint, underscores Chirdo's role in removing barriers within compliance processes, viewing compliance as a cornerstone of trust in client relationships.

LinePoint’s Vision

LinePoint Partners was established in 2024 with a mission to offer innovative service models that support UHNW advisors and single-family office executives. The firm’s structure allows financial advisors to maintain full ownership of their client relationships, providing access to leading infrastructure and strategic resources that empower them to elevate their practices. The company offers a unique affiliation model positioned to advance the capabilities of its financial advisors, reflecting a commitment to growth and innovation in the industry.

CEO Robertino Coury believes that attracting experienced professionals like Chirdo is essential, stating, "His wealth of knowledge in operational and compliance strategies enhances our capacity to redefine what's achievable for elite advisors and the families they support."

The Road Ahead

With Chirdo at the helm of operations, LinePoint is poised to accelerate its development and reinforce its platform’s integrity, positioning itself as a leader in family office services. As Chirdo joins this dynamic team, his insights and expertise will no doubt catalyze transformative changes at LinePoint Partners, ensuring it remains at the forefront of the wealth management landscape.

Conclusion

The wealth management industry continues to evolve, with firms seeking innovative leaders who can navigate complex operational landscapes. James Chirdo's appointment at LinePoint Partners signifies a strategic move towards enhancing the firm's operational capabilities and compliance infrastructure, promising an elevated standard of service for its UHNW clientele. As the company moves forward, Chirdo's leadership is anticipated to be pivotal in realizing its vision of serving elite advisors and the families they cater to with unprecedented excellence. Through this new direction, LinePoint is actively shaping the future of wealth management, created by a practice that truly understands the multifaceted needs of large family enterprises and ultra-high-net-worth families.