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...
The COO Roundtable  Episode 15

The COO Roundtable
Episode 15

EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3 In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO,...
The COO Roundtable  Episode 14

The COO Roundtable
Episode 14

EP 14 - Industry Spotlight: M&A Landscape for RIAs https://pfiadvisors.com/wp-content/uploads/2020/05/Ep-14-2-Final.mp3 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...