Latest Episodes
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EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President...
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EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is...
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EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards...
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EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia Williams, Director...
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EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of HighTower Advisors and Michael Reed, Chief Operating Officer...
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EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive...