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 4 de 5

EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company 02/09/2020
EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove 04/08/2020
EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors 30/06/2020
EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset 03/06/2020
EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management 05/05/2020
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management 07/04/2020
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant 03/03/2020
EP 14 - Industry Spotlight: M&A Landscape for RIAs 07/02/2020
EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod 07/01/2020
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing 03/12/2019
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory 07/11/2019
EP 10 - Highlights: Episodes 1 - 9 10/10/2019
EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean 09/09/2019
EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions 03/08/2019
EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon 12/07/2019
EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners 05/06/2019
EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management 01/05/2019
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management 02/04/2019
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group 06/03/2019
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray 31/01/2019
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