Latest Episodes
56
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors
The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA...
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Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors
The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee...
54
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management
The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with...
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EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services
The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach...
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EP 52 - Matt Sonnen of Coldstream Wealth Management
The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with...
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EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors
The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane,...