Latest Episodes
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EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at Shufro Rose and Brandon McKerney, Partner and Director...
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EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers...
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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...