The COO Roundtable

The COO Roundtable Episode 55

Powered by Coldstream Wealth Management

Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN.  Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, is the firm’s Operations Manager. Waddell & Associates was fo...

The COO Roundtable Episode 54

Powered by Coldstream Wealth Management

In Episode 54, Matt is joined by two operations professionals he has worked with in the past.  Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT.  Angie Tower is Managing Director and COO at Prairie Capital Management, located in Kansas City, MO.  Sepio Capital manages approximately $7 billio...

The COO Roundtable Episode 53

Powered by Coldstream Wealth Management

With episode 53, Matt welcomes two guests that both take a very measured approach to Operations at their firms:  Julie Higgins, Chief Operating Officer at Geometric Wealth Advisors and Kevin Galvin, Executive Vice President and Senior Advisor with Hopwood Financial Services.  Geometric Wealth provides comprehensive financial planning for executives and ...

The COO Roundtable Episode 52

Powered by Coldstream Wealth Management

In episode 52, Matt assures our listeners that no major changes will occur with the podcast moving forward, despite its new sponsor (and Matt’s new employer), Coldstream Wealth Management.  As of May 1, 2023, Matt has taken the role of Chief Operating Officer at Coldstream, headquartered in Bellevue, WA.  The firm employs 135 people and manages ro...

The COO Roundtable Episode 51

By PFI Advisors

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 of Paces Ferry Wealth Advisors. Flower City Capital was founded in 2016 and is located in Rochester, New York. They are currently a team of 5 and manage roughly $200M in AUM.  Paces Ferr...

The COO Roundtable Episode 50

By PFI Advisors

For our milestone 50^th 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 Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates.  Celebrating their 30^th anniversary, Cassaday & Co was ...

The COO Roundtable Episode 49

By PFI Advisors

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 of Byron Financial.  Tobias Financial Advisors is based in Florida and has a strong foundation in tax planning.  They were founded in 1980 as a CPA firm and currently manage about ...

The COO Roundtable Episode 48

By PFI Advisors

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 and Chief Operating Officer of Edge Capital Group. Sowell Management is headquartered in North Little Rock, Arkansas.  Founded as a TAMP, they recently celebrated 20 years i...

The COO Roundtable Episode 47

By PFI Advisors

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 Operating Office of Vance Wealth.  FirstWave Financial began as a CPA firm in 1995 with a strong family foundation aimed to help its clients “deal with the complexity that weal...

The COO Roundtable Episode 46

By PFI Advisors

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 Philip Palaveev of the Ensemble Practice.  Matt and Stacey discuss the paper by turning the spotlight inward and instead of focusing on how listeners can help their firm...

The COO Roundtable Episode 45

By PFI Advisors

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 and Ben Gurley, Director of Heartwood Wealth Advisors.  Omnia Family Wealth was launched in 2015 and started with a team of 5 members. Currently headquartered in Aventura, Florida, they ...

 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 Creekmore, and returning guest Gary Bonner, COO of Southwestern Investment Group.  SYM Financial Advisors is headquartered in Winona Lake Indiana and has 5 offices across Indiana and Michigan. Founded in 1968, they are cur...

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 Wealthspire.  Moneta is headquartered in St Louis and has offices in Kansas City, Denver, and Boston and currently manages $32.8B in AUM with 440 employees. Wealthspire is headquartered in New York City and has 19 offices around the country....

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 in banking and credit unions led her to wealth management where she found her true passion – leading teams and developing people to their full potential.  Melissa brings a history of project management consulting, ...

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, and Partner and Chief Operating Officer, Brad Quick. Vestia has offices in Fort Wayne, IN, Indianapolis, IN, Los Angeles, CA, and Omaha, NE. They currently manage $500M and specialize in serving physicians. Together, Matt, Lauren, T...

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 Financial Group, and Christine DeMao, Chief Operating Officer and Managing Partner of Gibson Capital.  JMG Financial Group is headquartered in Downers Grove, IL just outside of Chicago. They recently celebrated 38 years in business, have 86...

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 2019, Thrivent currently has 450 employees, and manages $6.5B in AUM.  Buckingham Wealth Partners, a well-known RIA founded in 1994, currently manages $65B in collective assets between Buckingham Strategic Wealth and Buckin...

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 Officer of 6 Meridian. Originally founded as a single family office, Tolleson Wealth Management currently has $10B in assets under oversight and is headquartered in Dallas, Texas.  6 Meridian, founded in 2016, is located in Wichita, Kan...

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 Brighton Jones.  Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM.  Brighton Jones was founded in 2000 and currently has 225 employees.  They...