The COO Roundtable

Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs ...more

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Latest Episodes

5

May 01, 2019 00:53:58
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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...

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4

April 02, 2019 00:53:10
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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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3

March 06, 2019 00:53:00
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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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2

January 31, 2019 00:40:04
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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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1

January 17, 2019 00:42:06
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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...

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December 11, 2018 00:05:29
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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...

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