Relationship Manager
Laine Coplin

Laine’s career in finance started at Fortune 200 companies in corporate financial planning & analysis and investor relations – where she developed breadth of experience in strategy, planning, financial markets, and communications. Her passions for finance, people, and problem-solving drive her work at CAV_OK Family Office, where she integrates financial wisdom and meaningful connection with the families we serve.

Laine earned a bachelor’s degree in Business Administration with a concentration in Finance from Queens University of Charlotte, graduating summa cum laude. In addition, she completed a board-certified CFP® certification program at Wake Forest University.

Laine is energized by quality time with family and friends. She enjoys reading, travel, and the outdoors. Laine stays connected with her alma mater as a volunteer and mentor for undergraduate business students. She lives in Charlotte, NC.


Strategic, Proactive, Empathetic, Perceptive, Dedicated

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