28 JAN 2025 / PEOPLE UPDATES

Anne Leal Appointed as Chief Administrative Officer at Springline Advisory

- MYCPE ONE Insights Team

Summary

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Springline Advisory has appointed Anne Leal, former partner and Chief Operating Officer at MarksNelson, as their new Chief Administrative Officer (CAO). This strategic move forms part of the company’s bid to drive operational efficiency and growth, with Leal being tasked with integrating founding firm members, managing program initiatives, and developing internal event strategies.

Springline Advisory has announced the appointment of Anne Leal as its new Chief Administrative Officer (CAO). Leal brings a distinguished record of operational excellence and leadership from her tenure as partner and Chief Operating Officer at MarksNelson, a founding firm of Springline.

In her role as CAO, Leal will oversee the integration of founding firm members, manage program initiatives, and develop internal event strategies. Additionally, she will serve as Springline's APS compliance officer.

This strategic appointment underscores Springline's commitment to strengthening its leadership team and enhancing operational efficiency as the firm continues to expand through recent partnerships, including the integration of Fiske Advisory earlier this month.

Until next time…

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Anne Leal Appointed as Chief Administrative Officer at Springline Advisory

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