LinePoint Partners Introduces New Leadership for Growth
LinePoint Partners Welcomes New CMO and Executive Committee Members
The recent executive appointments at LinePoint Partners & Co. highlight the company's dedication to excellence and its aim to provide strategic insights to affiliates of its family office platform. The firm is excited to introduce new leaders into its executive team whose vast backgrounds and experiences will serve to strengthen the organization.
Introduction of Chief Marketing Officer
Lauren Colonna Joins as Chief Marketing Officer
Lauren Colonna has stepped into the role of Chief Marketing Officer and member of LinePoint's Executive Committee. With over 25 years of experience in marketing and branding within the financial services sector, she brings a wealth of knowledge from her tenure at prominent firms including Morgan Stanley and Sanctuary Wealth. In her new position, Lauren will oversee various aspects of marketing communications and digital engagement to elevate the LinePoint brand.
Notably, Lauren is also the Founder and Managing Partner of Ovis Creative, a strategic partner of LinePoint that is recognized for its impactful branding efforts among alternative asset managers and family offices. "LinePoint has set a new standard for advisors transitioning into independence, providing resources that help them thrive in a competitive market," Colonna remarked, expressing her enthusiasm for shaping the brand to reflect the unique offerings of the company.
Leadership and Strategic Vision
Cooper Rey Takes on Dual Role
Cooper Rey joins as Chairman of the Executive Committee, also serving as an Independent Member. With a robust background as Managing Director at Monroe Capital's Wealth Management Solutions group, he has extensive experience providing innovative investment solutions aimed at meeting the needs of high-net-worth clients. Rey’s arrival is poised to bring additional depth to the firm’s strategic direction.
Rey, who spent 17 years at Goldman Sachs, emphasized his belief in the uniqueness of LinePoint's platform. He stated, "The firm not only has broad capabilities but is also deeply specialized to address the vital needs of those managing significant client assets." His leadership is expected to enhance strategic partnerships crucial for attracting top-tier advisors.
Anton Marinchik Adds Valuable Insight
Anton Marinchik will also serve on the Executive Committee as an Independent Member, contributing as a Director of Business Development at Monroe Capital. His impressive background includes efforts to provide market access and investment solutions focused on independent wealth managers. He has previously held leadership positions that demonstrate his capacity to support firms through complex investment landscapes.
In his introduction to LinePoint, Marinchik remarked on the importance of genuine family office services. "While the term ‘family office’ is widely used, LinePoint exemplifies what it truly means to operate as one, offering unmatched credibility and resources for advisors navigating the wealth management space," he expressed.
Commitment to Advisory Excellence
Robertino Coury, Founder and CEO of LinePoint, expressed great enthusiasm about welcoming these new leaders, stating, "Their combination of institutional experience and entrepreneurial vision positions LinePoint to redefine standards in the industry. We're dedicated to building a world-class family office platform catered toward UHNW advisors and SFO executives, and our new executive team is instrumental in that mission."
The Executive Committee serves as a critical resource for advisors affiliated with LinePoint, providing guidance on navigating complexities in financial service challenges. Current members include Robertino Coury, Andrew Sternlight, Lauren Colonna, Cooper Rey, and Anton Marinchik, each bringing unique perspectives and insights necessary for growth and innovation.
About LinePoint Partners & Co.
Founded in 2024, LinePoint Partners & Co. is a trailblazing family office firm focused on revolutionizing how UHNW advisors and SFO executives operate. The firm provides an institutional-grade platform that empowers breakaway advisors to manage their client relationships autonomously while benefiting from a myriad of resources. Additionally, LinePoint offers tailored solutions to enhance financial efficiency and streamline complex operations for family office executives, ensuring that nomenclature seldom overshadows the authentic service they provide. With a commitment solely to its affiliates, LinePoint is positioned distinctively apart from traditional wealth management firms.
Frequently Asked Questions
What are the recent changes at LinePoint Partners?
LinePoint Partners has announced the appointment of new leaders to its executive team, including Lauren Colonna as Chief Marketing Officer, along with Cooper Rey and Anton Marinchik as independent members of the Executive Committee.
What roles will Lauren Colonna fulfill at LinePoint?
As Chief Marketing Officer, Lauren Colonna will lead marketing communications, brand development, and public relations strategies for LinePoint, aiming to elevate the firm’s presence in the financial services sector.
Why is Cooper Rey’s role significant?
Cooper Rey’s experience as Managing Director in wealth management enhances LinePoint’s strategic vision. His role as Chairman of the Executive Committee will facilitate the firm’s development of solutions for high-net-worth clients.
What expertise does Anton Marinchik bring to the team?
Anton Marinchik, with a background in business development at Monroe Capital, adds significant experience in delivering strategic investment solutions to independent wealth managers, enhancing LinePoint’s advisory offerings.
How does LinePoint differentiate itself from traditional firms?
LinePoint focuses solely on serving its affiliated advisors and SFO executives, offering a unique affiliation model that allows them to retain ownership of client relationships while accessing premier resources and support.
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