LinePoint Partners Strengthens Leadership with New Executive Appointments
LinePoint Partners & Co., a family office firm recognized for its innovative approach to serving ultra-high-net-worth (UHNW) clients, has recently announced exciting changes to its executive leadership. The appointments of Lauren Colonna as Chief Marketing Officer (CMO) and independent committee members Cooper Rey and Anton Marinchik mark a pivotal enhancement to the executive team aligned with LinePoint’s commitment to delivering operational excellence and specialized insights to its clients.
The Role of Lauren Colonna
Joining as CMO, Lauren Colonna is set to validate LinePoint's marketing communications and strengthen the brand's presence in the highly competitive financial services arena. With an impressive background spanning over 25 years in marketing and branding, specifically within high-stakes financial environments, Colonna is no stranger to the pressures and expectations that come with catering to UHNW clientele. She has collected a wealth of experience through positions at leading organizations such as Morgan Stanley and Prudential Financial, successfully transforming brands and building dynamic marketing strategies. Colonna is also the Founder and Managing Partner of Ovis Creative, a strategic partner to LinePoint, known for establishing strong brands among top alternative asset managers and financial service firms.
"I'm looking forward to using my expertise to bolster a brand that balances accessibility with sophistication, which is vital for breakaway advisors competing against larger institutions," Colonna stated in her acceptance. This strategic pivot towards a brand that encapsulates LinePoint's resources—its innovative family office infrastructure and affiliation model—signals a transformative step for the company and its affiliates.
Introducing Cooper Rey and Anton Marinchik
Cooper Rey joins as Chairman of the Executive Committee, bringing extensive experience from Monroe Capital’s Wealth Management Solutions group where he currently serves as Managing Director. His considerable history includes a 17-year tenure at Goldman Sachs, where he shaped the capital markets solutions that guided independent Registered Investment Advisors (RIAs) and family office clients. Rey expressed enthusiasm about LinePoint’s capabilities to support advisors transitioning to independence, acknowledging the organization's broad yet specialized offerings.
Anton Marinchik, now an independent member of the Executive Committee, carries substantial expertise in business development at Monroe Capital’s Wealth Management Solutions group, interacting with senior advisors and investment strategists. His previous experience at Goldman Sachs complements Rey's, having led initiatives providing institutional market access to independent wealth managers. Marinchik emphasized the authenticity of LinePoint's approach and its true alignment with the needs of wealthy clients, stating, “What distinguishes LinePoint is the genuine family office ethos, which nurtures credibility and community among affiliate advisors.”
The Vision for the Future
Robertino Coury, Founder and CEO of LinePoint, highlighted how the new committee brings together unmatched industry insight and entrepreneurial spirit, essential for crafting the future trajectory of LinePoint and its partners. The leadership changes underscore the firm's dedication to being a top-tier family office platform specifically designed for enhancing the autonomy of UHNW advisors and single family office executives. The enriched Executive Committee aims to serve as a crucial resource for affiliated advisors as they navigate the complexities of running their businesses and servicing high-caliber clientele.
Overall, these executive appointments epitomize a strategic step towards cementing LinePoint's position as a leading resource for financial advisors looking to optimize their service offerings while operating independently. As these professionals settle into their new roles, their extensive networks and expertise are anticipated to propel LinePoint further into the distinguished ranks of financial service providers catering to the elite segment of wealth management. For more information about LinePoint's innovative affiliation model, visit their official website at www.linepointpartners.com.
The Role of Lauren Colonna
Joining as CMO, Lauren Colonna is set to validate LinePoint's marketing communications and strengthen the brand's presence in the highly competitive financial services arena. With an impressive background spanning over 25 years in marketing and branding, specifically within high-stakes financial environments, Colonna is no stranger to the pressures and expectations that come with catering to UHNW clientele. She has collected a wealth of experience through positions at leading organizations such as Morgan Stanley and Prudential Financial, successfully transforming brands and building dynamic marketing strategies. Colonna is also the Founder and Managing Partner of Ovis Creative, a strategic partner to LinePoint, known for establishing strong brands among top alternative asset managers and financial service firms.
"I'm looking forward to using my expertise to bolster a brand that balances accessibility with sophistication, which is vital for breakaway advisors competing against larger institutions," Colonna stated in her acceptance. This strategic pivot towards a brand that encapsulates LinePoint's resources—its innovative family office infrastructure and affiliation model—signals a transformative step for the company and its affiliates.
Introducing Cooper Rey and Anton Marinchik
Cooper Rey joins as Chairman of the Executive Committee, bringing extensive experience from Monroe Capital’s Wealth Management Solutions group where he currently serves as Managing Director. His considerable history includes a 17-year tenure at Goldman Sachs, where he shaped the capital markets solutions that guided independent Registered Investment Advisors (RIAs) and family office clients. Rey expressed enthusiasm about LinePoint’s capabilities to support advisors transitioning to independence, acknowledging the organization's broad yet specialized offerings.
Anton Marinchik, now an independent member of the Executive Committee, carries substantial expertise in business development at Monroe Capital’s Wealth Management Solutions group, interacting with senior advisors and investment strategists. His previous experience at Goldman Sachs complements Rey's, having led initiatives providing institutional market access to independent wealth managers. Marinchik emphasized the authenticity of LinePoint's approach and its true alignment with the needs of wealthy clients, stating, “What distinguishes LinePoint is the genuine family office ethos, which nurtures credibility and community among affiliate advisors.”
The Vision for the Future
Robertino Coury, Founder and CEO of LinePoint, highlighted how the new committee brings together unmatched industry insight and entrepreneurial spirit, essential for crafting the future trajectory of LinePoint and its partners. The leadership changes underscore the firm's dedication to being a top-tier family office platform specifically designed for enhancing the autonomy of UHNW advisors and single family office executives. The enriched Executive Committee aims to serve as a crucial resource for affiliated advisors as they navigate the complexities of running their businesses and servicing high-caliber clientele.
Overall, these executive appointments epitomize a strategic step towards cementing LinePoint's position as a leading resource for financial advisors looking to optimize their service offerings while operating independently. As these professionals settle into their new roles, their extensive networks and expertise are anticipated to propel LinePoint further into the distinguished ranks of financial service providers catering to the elite segment of wealth management. For more information about LinePoint's innovative affiliation model, visit their official website at www.linepointpartners.com.
Topics Consumer Products & Retail）
【About Using Articles】
You can freely use the title and article content by linking to the page where the article is posted.
※ Images cannot be used.
【About Links】
Links are free to use.