Latest Episodes
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...
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EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky,...
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EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop...
4
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...
3
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...