by PFI Advisors | Aug 2, 2022 | Podcasts
EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire https://pfiadvisors.com/wp-content/uploads/2022/08/Ep-43-Final-2.mp3 In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta...
by PFI Advisors | Jul 5, 2022 | Podcasts
EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista https://pfiadvisors.com/wp-content/uploads/2022/07/Ep-42-Final.mp3 In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the...
by PFI Advisors | Jun 23, 2022 | Podcasts
With another batch of podcasts in the books and over three years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO Roundtable. We’ve enjoyed having these discussions and hearing your...
by PFI Advisors | May 17, 2022 | Podcasts
EP 41 - Lauren Oschman, Tommy Martin, and Brad Quick of Vestia Personal Wealth Advisors https://pfiadvisors.com/wp-content/uploads/2022/05/EP41_Final-2.mp3 For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth...
by PFI Advisors | May 11, 2022 | White Papers
PFI Advisors (“Promoting Financial Independence”) released today a new industry white paper on the complexities of reporting on alternative investments. This is the eleventh report in PFI’s continuing educational series. The white paper examines the increasing demand...
