Visio Lending Appoints New CEO to Drive Continued Growth

Visio Financial Services Inc. (www.visiolending.com), recognized as the nation’s leading provider of investor-focused mortgage loans, has announced the appointment of Jenny Coupland as its new Chief Executive Officer (CEO). With a distinguished track record in both the financial and legal sectors, Coupland is set to lead Visio into a new era of growth and expansion. Drawing from her deep experience with hedge fund private investments, board-level expertise with Visio, and extensive knowledge of the financial industry, Coupland’s leadership is poised to steer the company toward achieving its ambitious future goals.

Coupland’s appointment marks the next chapter in Visio’s strategic evolution, especially after the recent retirements of founders Jeff Ball, the former CEO, and Matt Matza, the former President. Both Ball and Matza played pivotal roles in building Visio into the leading company it is today. Their transition out of the company opens the door for Coupland, whose wealth of experience in financial services and investor relations positions her as the ideal candidate to continue the company’s momentum and success.

“I’m honored to step into the role of CEO at Visio Financial Services,” said Jenny Coupland. “The company has built an incredible foundation, and I look forward to leading the team into the next phase of its journey. With a dedicated focus on real estate investors, we are uniquely positioned to continue delivering innovative mortgage loan solutions that meet the needs of this critical sector.”

A Visionary Leader with Diverse Experience

Coupland brings to Visio an impressive set of skills, with deep expertise in investment management, financial transactions, and corporate governance. Before taking on her new role at Visio, she served as Managing Director of Private Investments at Beach Point Capital Management, a renowned hedge fund based in Santa Monica, California. At Beach Point, Coupland was responsible for managing and optimizing the firm’s private investments portfolio. This role allowed her to gain extensive experience in managing high-stakes investments and balancing risk with growth, critical skills that will directly benefit Visio as it continues its growth trajectory.

Coupland’s tenure at Beach Point was also notable for her position on the board of directors for Visio, where she had a front-row seat to the company’s growth and success over the past several years. Her dual experience on the board of Visio and her investment management background gives her unique insight into the strategic decisions that have propelled Visio’s success. This blend of practical investment knowledge, leadership experience, and familiarity with Visio’s operations makes Coupland exceptionally well-prepared to take the reins as CEO.

Before her work at Beach Point, Coupland had an accomplished career in law, working for major law firms such as Winston & Strawn and Morgan, Lewis & Bockius LLP. As a seasoned attorney, she advised issuers and financial institutions on complex structured transactions, which gave her invaluable experience in navigating the intricacies of financial markets. Coupland’s legal background is particularly beneficial in the highly regulated mortgage lending space, where compliance, risk management, and legal expertise are paramount.

Coupland also spent several years specializing in correspondent lending, whole loan pricing, and trading at one of the largest mortgage lenders in the U.S. Her understanding of the mechanics of mortgage lending, as well as the broader mortgage market, has equipped her with the knowledge to lead Visio’s strategic initiatives and innovations within the real estate investment sector.

Leadership Transition and Company Milestones

Jenny Coupland takes over the leadership of Visio at a significant time in the company’s history. The company has experienced extraordinary growth over the past few years, culminating in record-breaking results for 2024. Under the leadership of Jeff Ball and Matt Matza, Visio built a solid foundation as the nation’s leader in investor-focused mortgage loans. Their commitment to real estate investors, combined with a customer-centric approach to loan products, has enabled Visio to establish a strong reputation in the mortgage lending market.

“Visio has achieved extraordinary growth over the past several years, culminating in record-breaking results for 2024,” said Jeff Ball, former CEO, in a statement about Coupland’s appointment. “We are confident that Jenny is the right leader to carry the company forward. She has demonstrated exceptional leadership and strategic vision in her past roles, and I am excited to see what the future holds under her leadership.”

Ball further emphasized Coupland’s ability to continue driving innovation across Visio’s products, business processes, technology, and training. He added, “Jenny’s expertise in investment management, combined with her legal background, makes her uniquely qualified to lead Visio into the next chapter. We believe she will continue to build on the foundation we’ve laid, further enhancing the success of our clients and broker partners.”

The Future of Visio: Innovation and Growth

As CEO, Coupland is focused on maintaining Visio’s leadership in the investor-focused mortgage loan sector while also embracing new opportunities for growth and innovation. “Real estate investors are a critical driver of our economy and play a key role in addressing the housing crisis,” she stated. “ has done an impressive job at focusing so heavily on loan products tailored to this vital group. I’m thrilled to join a company that is so committed to providing value and solutions to real estate investors, and I look forward to working alongside such an innovative and reputable team.”

Coupland’s approach to leadership will be rooted in the continued expansion of product offerings and services. The company plans to enhance its mortgage products, ensuring they remain aligned with the evolving needs of real estate investors. With a deep understanding of the challenges facing investors today, Coupland is committed to ensuring that continues to provide the financial tools and resources necessary to drive success in this dynamic market.

Coupland also intends to expand presence in key markets and continue developing cutting-edge technologies to streamline the lending process. By leveraging advancements in fintech and data analytics, aims to make its services more efficient, accessible, and scalable, further solidifying its position as an industry leader.

A Bright Future for Visio Financial Services

Jenny Coupland’s appointment as CEO marks an exciting new chapter for Visio Financial Services. The company is poised to continue its strong growth, building on its reputation as the nation’s leader in investor-focused mortgage loans. With a clear for the future, Coupland is committed to delivering innovative, high-quality products and services to clients, and ensuring the company remains at the forefront of the real estate investment sector.

The leadership transition from founders Jeff Ball and Matt Matza to Jenny Coupland represents a natural evolution for V, and the company’s continued success under her stewardship will be closely watched by investors, clients, and industry experts alike. With Coupland at the helm, well-positioned to maintain its momentum and achieve even greater heights in the years to come.

Read more: Visio Lending Appoints New CEO to Drive Continued Growth

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