Latest Episodes
69
Episode 69: Jina Yi and Victoria Latham
We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has...
68
Episode 68 - Rachel Lebowitz
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted...
67
Episode 67 - Chrissy Lee & Meghan Martin
With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed...
66
Episode 66 - Carolyn Armitage
For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around...
Episode 65 - Rebecca Davis & Joe Klein
We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of...
Episode 64 - Adrian Chastain & Kailee Ostroski
In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages...