Latest Episodes
15
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of...
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EP 14 - Industry Spotlight: M&A Landscape for RIAs
With M&A activity at an all-time high and no sign of stopping anytime soon, we take a break from our usual interview format here...
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EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod. After spending...
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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...
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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...
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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...