The COO Roundtable  Episode 20

The COO Roundtable
Episode 20

EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove https://pfiadvisors.com/wp-content/uploads/2020/08/Ep-20-1-Final.mp3 In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial...
The COO Roundtable  Episode 19

The COO Roundtable
Episode 19

EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors https://pfiadvisors.com/wp-content/uploads/2020/06/Ep-19-1-Final.mp3 In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of...
The New  RIA Workplace

The New
RIA Workplace

PFI Advisors is proud to announce we have partnered with Stacey McKinnon, COO of Morton Capital for an industry research piece, “The New RIA Workplace.”  While some RIAs were caught flat-footed when widespread stay-at-home orders were instituted across the...
The COO Roundtable  Episode 18

The COO Roundtable
Episode 18

EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset https://pfiadvisors.com/wp-content/uploads/2020/06/Ep-18-1-Final.mp3 In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors...