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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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Matt Sonnen
Matt Sonnen

Latest Episodes

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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