Latest Episodes
12
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
In the 12th episode of The COO Roundtable, Matt welcomes Mark Tibergien and Karen Novak of BNY Mellon Pershing.* Mark, CEO, Advisor Solutions, BNY...
11
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding Partner and Senior Advisor...
10
EP 10 - Highlights: Episodes 1 - 9
In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the...
9
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean. Susan is the Chief Operating...
8
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
In the eighth episode of The COO Roundtable, Matt sat down with David Canter and Scott Slater of Fidelity Clearing & Custody Solutions. David...
7
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick...