Lenox Advisors and Matter Family Office are bolstering their leadership with significant C-suite appointments.
Lenox Advisors, a wealth management and insurance advisory firm affiliated with NFP, an Aon company, has promoted Kristi Vassak to chief operating officer.
Vassak, a decades-long veteran of the industry who joined Lenox in 2005, previously led its Business and Strategic Solutions division. As COO, she will oversee strategic initiatives and drive operational efficiencies to support the firm’s continued growth.
"This promotion reflects Kristi's exceptional leadership and her ability to drive better outcomes through collaboration, focus and accountability," Greg Large, president of Lenox Advisors, said in a statement.
"Kristi is a proven leader and operational expert, who has strong relationships inside and outside the company, and we are thrilled to leverage her capabilities and understanding of our business as we steer Lenox Advisors into its next phase," Large said.
Last June, Lenox announced it had expanded in the Mid-Atlantic wealth space with its acquisition of Martin/Wight & Company, a Baltimore, Maryland-based independent overseeing $800 million in AUM.
Meanwhile, Matter Family Office, which serves ultra-high-net-worth families, has announced an expanded role for Courtney Pullen, appointing him as its full-time chief learning officer.
Based in the firm’s Denver office, Pullen will lead its Culture and Learning practice, focusing on helping families navigate wealth across generations.
"Courtney has been an integral part of our team as a consultant for over a decade, helping to build and shape our Culture and Learning services," Kathy Lintz, partner and CEO at Matter Family Office, said Wednesday.
Pullen has worked extensively with affluent families to develop strategies for managing wealth while fostering healthy financial relationships. His transition to a full-time role comes as the firm looks to meet increasing client demand.
"With Courtney joining us full-time, we are poised to meet the growing demand from clients and prospects for these unique services, distinguishing Matter from others in the industry," Lintz said.
Both appointments reflect ongoing leadership shifts within the wealth management sector as firms adjust to evolving client needs and operational priorities.
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