Latest Episodes
46
EP 46 - Stacey McKinnon of Morton Wealth
The COO Roundtable Episode 46 By PFI Advisors Our latest episode of The COO Roundtable features a rare single-guest format. Stacey McKinnon of Morton...
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EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
The COO Roundtable Episode 45 By PFI Advisors Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs....
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EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group
In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM...
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EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire
In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President...
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EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista
In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of Operations...
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EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors
For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman,...