The COO Roundtable: Episode 87

In this episode, Matt welcomes two dynamic operations leaders: Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, and Vince Nauheimer, Chief Operating Officer of OnePoint BFG Wealth Partners. Brighton Jones, headquartered in Seattle, WA, was founded in 1999 and recently celebrated its 25th anniversary. Today, the firm manages approximately $30 billion in client assets across 22 offices nationwide. OnePoint BFG Wealth Partners traces its roots to the mid-1980s, when it was focused on insurance. The firm launched its RIA in 2015 with approximately $3 billion in client assets and has since grown to nearly $16 billion across 20 offices nationwide. Grace, Vince, and Matt enjoy a wide-ranging conversation that includes:

• Both guests’ professional backgrounds, including Grace’s recent pivot from the tech industry
• How they intentionally maintain an “outsider’s perspective” to drive innovative solutions at their organizations
• Tips for leading change successfully within large, complex firms
• How to “scale with soul” and maintain a culture you’re proud of as you grow and expand
• How both firms are approaching AI and the tools they’ve already implemented
• Why “consistent and repeatable” tasks are the safest to centralize when driving scale and efficiency

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You can read the full transcript here.

The views and opinions expressed by guests on The COO Roundtable are their own and do not necessarily reflect the views of Coldstream Wealth Management. Guest statements regarding their firms, including assets under management and business performance, have not been independently verified by Coldstream.