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

36

December 01, 2021 00:39:23
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EP 36 – Karl Heckenberg of Emigrant Partners

For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President...

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35

November 02, 2021 00:38:35
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EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join...

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34

October 06, 2021 00:25:56
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EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone...

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33

September 08, 2021 00:37:40
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EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors

In the 33rd episode of The COO Roundtable, Matt welcomes two highly respected operations professionals: Jandy Rowe, Principal and Chief Operating Officer of Wipfli...

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32

August 05, 2021 00:19:30
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EP 32 - Overview of Our New Digital Consulting Platform

For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been...

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31

July 06, 2021 00:32:50
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EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management

In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge impact on their respective organizations, Natalie...

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