THE COO ROUNDTABLE

PODCAST

THE COO ROUNDTABLE WITH MATT SONNEN

PFI Advisors has launched a new podcast featuring COOs and operations leaders from large RIAs around the country.  With this podcast we will create an open discussion about operationaal and technology best practices, as well as general business strategy for the RIA industry. We hope to shed light on the trememdously important work COOs perform on a daily basis.  We believe no RIA can successfully execute an organic or inorganic growth stretegy without competent professional management in place.

Join host Matt Sonnen and a panel of COOs, as they share insight on M&A, HR, Technology, and much more.  Subscribe below to listen to our latest episode now!

 

The COO Roundtable  Episode 17

The COO Roundtable
Episode 17

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...

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The COO Roundtable  Episode 16

The COO Roundtable
Episode 16

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...

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The COO Roundtable  Episode 14

The COO Roundtable
Episode 14

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...

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The COO Roundtable  Episode 13

The COO Roundtable
Episode 13

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,...

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The COO Roundtable  Episode 12

The COO Roundtable
Episode 12

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...

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The COO Roundtable  Episode 10

The COO Roundtable
Episode 10

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...

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The COO Roundtable  Episode 9

The COO Roundtable
Episode 9

  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...

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The COO Roundtable  Episode 8

The COO Roundtable
Episode 8

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...

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The COO Roundtable  Episode 7

The COO Roundtable
Episode 7

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...

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The COO Roundtable  Episode 6

The COO Roundtable
Episode 6

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...

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The COO Roundtable  Episode 5

The COO Roundtable
Episode 5

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,...

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The COO Roundtable  Episode 4

The COO Roundtable
Episode 4

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...

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The COO Roundtable  Episode 3

The COO Roundtable
Episode 3

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...

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The COO Roundtable  Episode 2

The COO Roundtable
Episode 2

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,...

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The COO Roundtable  Episode 1

The COO Roundtable
Episode 1

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...

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COO WHITE PAPER

Download PFI’s COO White Paper released in 2018

PFI BLOG

Insights on operations, technology, HR, and more.