Milford, CT - November 22, 2024 – TrinityPoint Wealth, is pleased to announce the promotion of Jana L’Etoile from Chief Operating Officer (COO) to Chief Administrative Officer (CAO), effective immediately. In this new role, Jana will lead the firm’s administrative functions and further strengthen its operational excellence.
Since joining TrinityPoint Wealth at its inception in 2018, Jana has played a pivotal role in driving operational efficiencies and enhancing client services. As COO, she successfully implemented new technologies to streamline the onboarding and billing processes, while also managing the client services teams in both the Connecticut and North Carolina offices.
“Jana has been an integral part of our leadership team, and we are excited to see her take on this new challenge,” said James A. Betzig, CEO of TrinityPoint Wealth. “In the role of CAO, Jana will continue to advance our commitment to delivering exceptional service, while fostering a collaborative and innovative workplace culture.”
“I am truly honored to accept the position of Chief Administrative Officer. With over 25+ years of experience and coming from a family deeply engaged in the financial industry, this role feels like a natural continuation of my professional journey, stated L’Etoile. “I look forward to working closely with the remarkable team here and leveraging our collective strengths to enhance operational efficiency and drive meaningful growth. This role is both a privilege and a responsibility, and I am excited to contribute to the continued success of this organization.”
As CAO, Jana will oversee various administrative functions, including human resources, compliance, and facilities management, ensuring alignment with the firm’s strategic goals. She will also focus on enhancing employee engagement and supporting professional development initiatives. TrinityPoint Wealth remains dedicated to providing exceptional financial services tailored to the unique needs of its clients. With Jana in this key leadership position, the firm is well-positioned to continue its growth and innovation.
About TrinityPoint Wealth
TrinityPoint Wealth is an investment advisory firm based in Milford, CT and Charlotte, NC. Our independent investment firm is founded by a team of fiduciary advisors, who have more than 100 years of combined financial experience. No matter your goals or circumstances, we will work tirelessly on your behalf, providing value-added services, highly personalized attention and solutions customized for your unique objectives. For more information, please visit: www.TrinityPointWealth.com.
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