Latest Episodes
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EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of...
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EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia...
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EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee...
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EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two...
Introducing The COO Roundtable Podcast
I am thrilled to announce the launch of The COO Roundtable, Powered by PFI Advisors; our latest endeavor in championing the role of operations...