The COO Roundtable

The COO Roundtable

Por: Coldstream Wealth Managment
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 perform on a day-to-day basis.
82 episodios disponibles

Latest episodes of the podcast The COO Roundtable

Mostrando página 3 de 5

EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors 18/05/2022
EP 40 - Yonhee Gordon of JMG Financial Group & Christine DeMao of Gibson Capital 05/04/2022
EP 39 - Rob Ziliak of Buckingham Wealth Partners and Ryan Armock of Thrivent Advisor Network 01/03/2022
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian 15/02/2022
EP 37 - Jason Mirabella of WealthSource Partners & Tom Preston of Brighton Jones 04/01/2022
EP 36 – Karl Heckenberg of Emigrant Partners 01/12/2021
EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management 02/11/2021
EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital 06/10/2021
EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors 08/09/2021
EP 32 - Overview of Our New Digital Consulting Platform 05/08/2021
EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management 06/07/2021
EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management 02/06/2021
EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz 04/05/2021
EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services 06/04/2021
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management 04/03/2021
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management 02/02/2021
EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine 12/01/2021
EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill 09/12/2020
EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects 10/11/2020
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office 06/10/2020
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