Welcome to Hoffmeister Lundman & Co
Hoffmeister Lundman & Co delivers strategic clarity where marketing, leadership, and business building intersect.
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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
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.
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.
Stacie Hoffmeister
Stacie Hoffmeister is an enterprise operating executive with 20+ years of experience across wealth management, consumer brands, and advisory businesses. As President and Founder of Hoffmeister Lundman & Co., she advises companies navigating growth and transformation, with particular expertise in women and wealth. Previously, she was a Managing Director at Morgan Stanley Wealth Management and held leadership roles at Coty and LVMH.
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.