The COO Roundtable

By PFI Advisors

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.

  1. 1.
    EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz
    44:05
  2. 2.
    EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services
    49:03
  3. 3.
    EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
    42:47
  4. 4.
    EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management
    43:55
  5. 5.
    EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine
    36:21
  6. 6.
    EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill
    34:41
  7. 7.
    EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects
    33:44
  8. 8.
    EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
    57:41
  1. 9.
    EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company
    33:07
  2. 10.
    EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove
    36:19
  3. 11.
    EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors
    41:53
  4. 12.
    EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset
    48:39
  5. 13.
    EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management
    42:03
  6. 14.
    EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
    47:49
  7. 15.
    EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
    52:14
  8. 16.
    EP 14 - Industry Spotlight: M&A Landscape for RIAs
    26:36
  9. 17.
    EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod
    48:41
  10. 18.
    EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing
    40:23
  11. 19.
    EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory
    42:23
  12. 20.
    EP 10 - Highlights: Episodes 1 - 9
    33:10
  13. 21.
    EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean
    38:33
  14. 22.
    EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions
    45:46
  15. 23.
    EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
    53:55
  16. 24.
    EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
    46:42
  17. 25.
    EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
    53:58
  18. 26.
    EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
    53:10
  19. 27.
    EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
    53:00
  20. 28.
    EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
    40:04
  21. 29.
    EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
    42:06
  22. 30.
    Introduction to COO Roundtable
    5:29

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