Podcasts

For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane, COO, CCO and Partner of Flower City Capital and Zach Morris, Managing Partner and Founder...

With another batch of podcasts in the books and now four years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO...

For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing...

Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways - Edgar Collado of Tobias Financial Advisors and Alex Satterfield...

For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl Seaton, President at Sowell Management, and Barrett Karvis, Managing Director...

With another batch of podcasts in the books and now four years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The...

For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial and Chris Pelch, Chief...

Our latest episode of The COO Roundtable features a rare single-guest format.  Stacey McKinnon of Morton Wealth recently wrote an important paper titled, “Your Career is Up to You” which features...

Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth...

In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal...

In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of...

In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of Operations at AltruVista.  Kristie’s experience...

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...

For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman, Co-founder and board member, Tommy Martin,...

In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG...

This month’s episode features two incredible guests: Rob Ziliak, Chief Operating Officer at Buckingham Wealth Partners and Ryan Armock, Head of Operations at Thrivent Advisor Network.  Founded in...

For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating...

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of...

With another batch of podcasts in the books and almost three years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The COO...

For our special three-year anniversary episode, we put a twist to our regular format and Matt was joined by Karl Heckenberg, CEO and President of Emigrant Partners for a compelling conversation on...

In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join Matt to discuss all things RIA operations and change...

In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone Capital.  RegentAtlantic is headquartered in...

For the 32nd episode of The COO Roundtable, we wanted to pause from our regular interview format and answer some questions we have been receiving about our new digital consulting platform, The COO...

With another batch of podcasts in the books and more than two years of consistent, monthly episodes, we’d like to once again thank everyone who has listened, subscribed, and given feedback on The...

In the 31st episode of The COO Roundtable, Matt welcomes two operations professionals who have had a huge impact on their respective organizations, Natalie Wheeler, Chief Operating Officer at...

In the 30th episode of The COO Roundtable, Matt welcomes Michael Paley, Chief Operating Officer at Klingman & Associates and Kevin Hrdlicka, Chief Operating Officer at Savant Wealth Management. ...

In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony Group and Susan Korin, COO & CCO of Balasa...

In the 28th episode of The COO Roundtable, Matt welcomes two extremely experienced consultants from Charles Schwab Advisor Services’ Business Consulting & Education division, Tony Parkin and...

For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused on back of the house...

In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief Operating Officer and Partner of Telemus Financial Life Management, and Kelly Downs, Chief Operating...

  In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific Portfolio Consulting in Seattle, WA and Erica Farber, Partner at Balentine in Atlanta,...

In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests from Segall Bryant & Hamill: Chief Executive Officer Phil Hildebrandt and...

In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and Lynne Born, President of Wealth Architects.  Regimen Wealth is headquartered...

In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for...

In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President and Director of Business Services at Benjamin F. Edwards & Company and Doug Johnson, newly...

In the 20th episode of The COO Roundtable, Matt welcomes Diane Gabianelli, Co-President and Chief Financial Officer of Parallel Advisors and Cecilia Williams, Director of Investment Operations and...

In the 19th episode of The COO Roundtable, Matt welcomes Michelle Thetford, Chief Operations Officer of HighTower Advisors and Michael Reed, Chief Operating Officer of Dakota Wealth Management. ...

In the 18th episode of The COO Roundtable, Matt welcomes Steven Beals, Chief Administrative Officer of EP Wealth Advisors and Eric Hehman, Chief Executive Officer and Principal of Austin Asset.  EP...

In the 17th episode of The COO Roundtable, Matt welcomes Vibhaw Arya, Chief Operating Officer at Shufro Rose and Brandon McKerney, Partner and Director of Operations at Columbia Pacific Wealth...

In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers & Acquisitions at STA Wealth Management.  Prior to...

In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in…

With M&A activity at an all-time high and no sign of stopping anytime soon, we take a break from our usual interview format here in Episode 14 and Matt speaks directly to our listeners about the...

In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod.  After spending almost two decades in the aerospace industry,...

In the 12th episode of The COO Roundtable, Matt welcomes Mark Tibergien and Karen Novak of BNY Mellon Pershing.*  Mark, CEO, Advisor Solutions, BNY Mellon Pershing is a monumental figure in the RIA...

In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding Partner and Senior Advisor at…

In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes we’ve produced so far and he even...

  In the ninth episode of The COO Roundtable, Matt welcomed Susan Dickson and Suzanne Williamson, principals of Private Ocean.  Susan is the Chief Operating Officer of the firm, and Suzanne is...

In the eighth episode of The COO Roundtable, Matt sat down with David Canter and Scott Slater of Fidelity Clearing & Custody Solutions.  David is the Executive Vice President and Head of the RIA...

In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick Simon.  Heather is the COO, President, and Co-Founder of...

In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion!  Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners...

In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management.  SignatureFD,...

In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management.  Summit Trail Advisors manages about...

In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4...

In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray.  Also featured in our most recent white paper,...

In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors.  These two were gracious enough to be profiled in our latest white...

I am thrilled to announce the launch of The COO Roundtable, our latest endeavor in championing the role of operations…