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 a breadth of experience in strategy, planning, financial markets, and communications. Her passion for finance, people, and problem-solving drives 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 serves as a member of the Foundation for the Carolinas Professional Cabinet of Advisors, Queens Alumni Board, and Women's Impact Fund. She lives in Charlotte, NC.

Strengths

Strategic, Proactive, Empathetic, Perceptive, Dedicated

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