The COO Roundtable  Episode 23

The COO Roundtable
Episode 23

EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects https://pfiadvisors.com/wp-content/uploads/2020/11/Ep-23-1-Final-2.mp3   In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen...
The COO Roundtable  Episode 22

The COO Roundtable
Episode 22

EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://pfiadvisors.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum.  For those unfamiliar...
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...