LinePoint’s leadership hire from Rockefeller, who’s taking a COO and CCO role at the firm, brings more than 20 years of industry experience.
Linepoint Partners and Washington Trust Wealth Management have announced key leadership additions as both firms continue to scale their platforms for high-net-worth and ultra-high-net-worth clients.
In Los Angeles, Linepoint Partners appointed James Chirdo as chief operating officer and chief compliance officer. Chirdo, who joins as a founding executive and partner, was previously managing director and head of wealth management operations at Rockefeller Capital Management, where he was also a founding member.
At Rockefeller, he oversaw the buildout of the firm’s wealth management broker-dealer and helped onboard more than 135 advisor teams.
Previous to that, Chirdo spent 17 years at Bank of America Merrill Lynch in its Broadcort division, where he managed a team supporting over 100 institutional broker-dealers.
The move is the latest in a string of hires since Linepoint launched its targeted family office affiliation model earlier this year. Led by CEO Robertino Coury and President and CIO Andrew Sternlight, it’s focused on attracting wirehouse breakaways and single-family office executives seeking a higher degree of independence and operational flexibility.
Founded in 2024, Linepoint’s model draws on the family legacy of Robert J. Coury, father to the company’s co-founders — Robertino, Santino, Andreo, and Juliano Coury. The firm’s leadership brings experience from both multibillion-dollar family offices and institutional asset management. Sternlight previously served as CEO and co-CIO of a fourth-generation single family office and as chief of staff to Ray Dalio, founder of Bridgewater Associates.
Linepoint has positioned itself with a co-sourcing model that combines in-house operational support with strategic partnerships in areas such as private banking, trust services, and investment advisory.
“From day one, our vision at LinePoint was to build something truly different—a platform that doesn’t just support UHNW advisors, but advances them,” said Robertino Coury, founder and CEO of LinePoint Partners.
Coury highlighted Chirdo’s “decades of deep operational, compliance, and platform development experience in the UHNW space” while describing the appointment as “not just a win for LinePoint, [but also] a key piece of the puzzle” in LinePoint’s strategy.
Meanwhile, Washington Trust Wealth Management has expanded its team with three new hires: J. Carson Coyle as director of client experience, Brian Davies as senior wealth advisor, and James Maynard as senior private client advisor. The three are all also taking vice president roles at the firm.
With more than $6.8 billion in assets under administration and trust services going back to 1904, Washington Trust Wealth Management continues to build on its longstanding reputation in New England. The firm, a division of The Washington Trust Company, offers financial planning, investment management, and trust services.
“The addition of Carson, Brian, and Jim underscores our commitment to providing a highly personalized, consultative experience that has defined our firm for generations,” said Kathleen Ryan, executive vice president and chief wealth management officer.
