EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

Episode 50 March 15, 2023 01:01:26
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates
The COO Roundtable
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

Mar 15 2023 | 01:01:26

/

Hosted By

Matt Sonnen

Show Notes

The COO Roundtable Episode 50

By PFI Advisors

For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates.  Celebrating their 30th anniversary, Cassaday & Co was founded in 1993 and is a hybrid broker dealer and RIA.  They are located in McLean, Virginia, have 85 employees, and currently manage $4.5B in AUM.  Pinnacle Associates was founded in 1984 and has both an institutional and a wealth management component to their business model.  They are located in New York City, have 65 employees, and currently manage just over $7B in AUM.  Matt, Allison, and Scott discuss how the COO role impacts their teams internally, their firm holistically, and themselves personally, and much more including how each guest:

And don’t miss Scott’s Godfather impression at the top of the interview!

We hope you enjoy, share, and subscribe!

You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

Sign up here to be notified of new practice management content added to our blog on a regular basis.

Other Episodes

Episode

June 05, 2024 00:41:23
Episode Cover

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...

Listen

Episode 28

April 06, 2021 00:49:03
Episode Cover

EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services

In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division,...

Listen

Episode 35

November 02, 2021 00:38:35
Episode Cover

EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join...

Listen