The COO Roundtable  Episode 21

The COO Roundtable
Episode 21

EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company https://pfiadvisors.com/wp-content/uploads/2020/09/Ep-21-1-Final.mp3 In the 21st episode of The COO Roundtable, Matt welcomes Chris Keller, Executive Vice President...
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 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...
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...