Latest Episodes
19
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...
18
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...
17
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...
16
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...
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...
14
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...