Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs ...more
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Matt Sonnen has over 25 years of experience in the financial services industry and currently serves as Coldstream Wealth Management's Chief Operating Officer. Prior to joining Coldstream, he dedicated much of his time to consulting registered investment advisor (RIA) owners on best infrastructure and culture practices. Matt has been a thought-leader in our industry – publishing over 270 practice management articles, research papers, and podcasts. In June 2021, he launched The COO Society to create a community of RIAs centered around coaching operations professionals.
