Latest Episodes
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EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management
In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating...
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EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony Group...
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EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division,...
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EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused...
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief Operating Officer and Partner of Telemus Financial Life...
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EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica...