Family Office Platform LinePoint Adds Rockefeller Executive as COO/CCO

Published on July 9, 2025

James Chirdo joins LinePoint from Rockefeller Capital Management, where he was the head of wealth management operations.

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Modern Wealth Bolsters California Footprint, 401(k) Plan Focus with $1B Acquisition

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Modern Wealth’s fifth deal of 2025, and 17th since its founding in 2023, adds a firm in its home state and bolsters a workplace retirement plan division launched last year via acquisition.

Examining the 60/40 Portfolio With Brian Ullsperger

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In the latest Alternative Allocations, with guest Brian Ullsperger from Andersen, Tony Davidow examines the traditional 60/40 portfolio and how it can be expanded to include alternatives to meet clients’ needs.