James Chirdo

Strategic Advisor
James Chirdo is a Strategic Advisor to LinePoint Partners & Co., bringing deep experience in wealth management operations, platform development, and firm-wide scaling initiatives.  In his advisory capacity, James provides strategic perspective informed by his experience building and supporting large-scale wealth platforms.

Prior to serving as Chief Operating Officer to LinePoint, James served as Managing Director and Head of Wealth Management Operations at Rockefeller Capital Management, where he played a central role in building the firm’s national wealth platform. During his tenure, Rockefeller onboarded more than 135 advisor teams, grew to approximately $130 billion in assets, and expanded service delivery across 30 domestic offices.

Earlier in his career, James held senior leadership roles at Bank of America Merrill Lynch within the Broadcort division, where he worked closely with institutional broker-dealers to enhance onboarding, clearing operations, and risk controls.
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