Vision Point Capital is pleased to announce that Matt Stein has joined the firm as Head of Marketing. In this newly create role, Mr. Stein will lead Vision Point Capital’s brand development, go-to-market strategy, omni-channel marketing campaigns, events, public relations, client experience, and partner experience initiatives. He will report to Will Rodriguez, Vision Point Capital’s Founder and CEO.
“Matt is a highly-experienced marketer with a proven track record of helping corporate advisory firms connect with clients, partners, and prospects to drive growth and achieve optimal outcomes that extend far beyond just dollars and cents,” said Mr. Rodriguez. “With his prior experience leading brand development and revenue growth for investment firms, we’re beyond excited to welcome Matt to our team and look forward to his partnership as we continue our mission to help business owners realize their personal and financial goals.”
“I’m thrilled to be joining the Vision Point Capital team as we expand and scale our advisory with a focus on serving clients as the premier valuation, merger and acquisition, and ESOP advisory in our space,” said Mr. Stein. “With our comprehensive set of solutions and history of providing clients with accurate, independent, and trustworthy guidance, the firm is well positioned for our next level of growth. I look forward to helping Will and the entire Vision Point Capital team continue to build upon their success.”
About Matt Stein
With over 20 years of marketing leadership experience at investment firms and corporate advisories, Matt leads full-service marketing capabilities that deliver revenue growth from initial brand awareness to client acquisition and partner engagement. His marketing leadership has generated over $850m of top-line revenue growth, and he’s helped multiple companies become industry leaders in their verticals, as recognized by Forrester in their Wave reports and by Gartner in their Magic Quadrant reports. Matt has previously held marketing leadership positions at multiple middle-market private equity firms; PEAK6 Investments, a fin-tech focused investment firm; Kobie Marketing, a leading SaaS technology platform; Catalina Marketing, a data-driven direct marketing firm; and Wunderman, a global digital agency and member of the WPP Group. He currently lives in Tampa, Florida.
