Key Takeaways
- • Visio Financial Services Inc. named Jenny Coupland as CEO, replacing founders CEO Jeff Ball and President Matt Matza, who have recently retired.
- • Coupland most recently served as managing director of private investments at Beach Point Capital Management, where she managed and optimized the hedge fund's private investments and sat on Visio's board.
- • Visio, founded in 2012 and based in Austin, Texas, describes itself as the nation's leader in investor-focused mortgage loans and manages one of the nation's largest investor-loan REITs.
- • The company reported record-breaking results for 2024, according to outgoing CEO Jeff Ball, and employs over 200 people while originating loans in 38 states.
Summary
Visio Financial Services Inc. has appointed Jenny Coupland as chief executive officer, according to a Business Wire announcement. Coupland succeeds founders CEO Jeff Ball and President Matt Matza, who have both recently retired. The company positioned the appointment as part of its next phase of expansion for its REIT and mortgage lending business.
Coupland comes to Visio from Beach Point Capital Management in Santa Monica, California, where she served as managing director of private investments. In that role she was responsible for managing and optimizing the hedge fund's private investments and sat on the board of directors of Visio. Before joining Beach Point, she was an attorney at Winston & Strawn and Morgan, Lewis & Bockius LLP, advising issuers and financial institutions on complex structured transactions. She also spent several years in correspondent lending, whole loan pricing and trading at one of the largest mortgage lenders in the country.
Jeff Ball credited Visio's growth over recent years with record-breaking results for 2024 and said Coupland would drive innovation across the company's products, business processes, technology and training. Coupland said real estate investors are a critical driver of the economy and that Visio has focused heavily on loan products for this group.
Visio was founded in 2012 and is headquartered in Austin, Texas. The company says it originates loans in 38 states, employs more than 200 people nationwide, and manages one of the nation's largest investor-loan Real Estate Investment Trusts. The announcement did not disclose financial details beyond the 2024 results described by Ball.
Coupland comes to Visio from Beach Point Capital Management in Santa Monica, California, where she served as managing director of private investments. In that role she was responsible for managing and optimizing the hedge fund's private investments and sat on the board of directors of Visio. Before joining Beach Point, she was an attorney at Winston & Strawn and Morgan, Lewis & Bockius LLP, advising issuers and financial institutions on complex structured transactions. She also spent several years in correspondent lending, whole loan pricing and trading at one of the largest mortgage lenders in the country.
Jeff Ball credited Visio's growth over recent years with record-breaking results for 2024 and said Coupland would drive innovation across the company's products, business processes, technology and training. Coupland said real estate investors are a critical driver of the economy and that Visio has focused heavily on loan products for this group.
Visio was founded in 2012 and is headquartered in Austin, Texas. The company says it originates loans in 38 states, employs more than 200 people nationwide, and manages one of the nation's largest investor-loan Real Estate Investment Trusts. The announcement did not disclose financial details beyond the 2024 results described by Ball.
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