The COO Roundtable  Episode 17

The COO Roundtable
Episode 17

EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-17-1-Final-1.mp3 In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at...
The COO Roundtable  Episode 16

The COO Roundtable
Episode 16

EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3 In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim...
The COO Roundtable  Episode 15

The COO Roundtable
Episode 15

EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3 In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO,...