MENGENAI PODCAST INI 🔗
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.
Hos:
Kekerapan kemas kini:
monthly
Purata panjang audio:
44 minutes
Temu bual tetamu
Bahasa Inggeris
Amerika Syarikat
93 episod
sejak 11 Dis 2018
episodic
EPISOD TERKINI 🔗
With Episode 92, Matt welcomes Nicole Bonanno, ACC, Senior Managing Director and Director of Client Service at Peapack Private Bank & Trust, and Sean Conway, Director of Operations & Trading at Curi Capital. Peapack Private Bank & Trust is headquartered in Bedminster, NJ, and its wea ...
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EPISOD SEBELUMNYA 🔗
With Episode 91, Matt sits down with Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners, for a solo conversation that breaks from the show's usual two-guest format. Founded in 2009, Cerity Partners is a national RIA with approximately 1,800 team members managing roughly $ ...
With Episode 90, Matt welcomes Giselle Crout, COO at Corvus Wealth Advisors, and Brent Lee, Partner and COO at Dodds Wealth. Corvus Wealth Advisors is headquartered in San Luis Obispo, with a second office in Templeton, CA. The firm manages approximately $1 billion in client assets and has 20 em ...
While Episode 89 clocks in at 43 minutes, you are going to want to allocate 86 minutes so you can listen to it twice! Livia Ramirez and Stephen de Man offer actionable advice that can be incorporated at your firm today. Both Regional Directors and Vice Presidents in Dimensional Fund Advisors’ pr ...
With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater Advisors. JFG Family Office is headquartered in Denver, CO, with additional offices in Washington, DC, and Dallas, TX. The firm manages a ...
In this episode, Matt welcomes two dynamic operations leaders: Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, and Vince Nauheimer, Chief Operating Officer of OnePoint BFG Wealth Partners. Brighton Jones, headquartered in Seattle, WA, was founded in 1999 and ...
In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated Advisors Network. Mutual Group specializes in providing operational, strategic, and advisory support to financial service firms. Their goal i ...
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management, founded in 2010 out of an accounting business, recently celebrated its 15th ...
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of Investments at Mercer Advisors. Pure Financial Advisors manages approximately $11 billion of client assets with a team of nearly 200 dedicate ...
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth. LibertyFi empowers growth-oriented RIAs to drive ...
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