Welcome to Hoffmeister Lundman & Co
Hoffmeister Lundman & Co delivers strategic clarity where marketing, leadership, and business building intersect.
Latest Insights from
Women's Wealth Coalition
About HL&Co
Hoffmeister Lundman & Co delivers strategic clarity at the intersection of marketing, leadership, and business growth. Founded by Stacie Hoffmeister, a former Morgan Stanley Managing Director and Global Marketing Director at LVMH and Coty, we bring uncommon perspective to transformation challenges in financial services and beyond.
Our dual lens, consumer marketing excellence combined with wealth management operations, enables us to help firms capture white space opportunities, guide executives through complex transitions, and advise entrepreneurs building sustainable ventures.
Services
Women's Wealth Education
Transform how your firm serves women clients. Through targeted advisor coaching, educational programming, and strategic client engagement, we help wealth management and fintech practices build deeper relationships, increase retention, and capture intergenerational wealth transfer opportunities.
Marketing Advisory
Increase your firm's value through effective brand management. We provide marketing expertise for C-suite leaders in financial services and mission-driven organizations. We identify white space opportunities and operationalize paths to desired outcomes. Services include (but are not limited to) brand architecture, messaging frameworks, client insights, agency partnership, and media management.
Strategy Advisory
Navigate complex growth challenges with clarity and confidence. We partner with entrepreneurs, corporate innovators, and founding teams on high-stakes ventures. Whether launching a startup, building a portfolio company, or establishing an independent practice, we provide strategic guidance on brand positioning, market entry, business model design, and growth infrastructure.
Stacie Hoffmeister
Stacie Hoffmeister is a strategic business leader with 20+ years driving growth across wealth management, luxury brands, and mission-driven initiatives. As President and Founder of Hoffmeister Lundman & Co., she brings operational discipline and cross-sector expertise to companies navigating complex transitions, with deep expertise in women and wealth.
As a Managing Director at Morgan Stanley Wealth Management, Stacie built the division's first corporate talent and learning function and launched enterprise-wide innovation programs. She built visibility, mentorship, and coaching programs that supported unprecedented rates of women promoted to Managing Director, demonstrating how intentional leadership development drives business results. Selected by McKinsey & Company as a women and wealth thought leader, she was a featured panelist at the London launch of their 2025 report on the $30T women-investor opportunity.
At LVMH and Coty, she led global brand strategy for Belvedere Vodka and ck Fragrances, driving double digit growth. As founder of executive coaching and leadership development firm Facts & Heresies, she scaled Fortune 500 client work across Google, Morgan Stanley, Dropbox, and JPMorgan.
Stacie earned an MBA in Marketing, Entrepreneurship, and Innovation from New York University's Stern School of Business and a BA in English Literature from Columbia College of Columbia University. She resides in the New York metro area.
Contact
Curious about working together? Meaningful conversations about growth, transformation, and opportunity are always welcome.