Category: Podcast: The COO Roundtable

While Episode 89 clocks in at 43 minutes, you are going to want to allocate 86 minutes so you can listen to it twice! Livia Ramirez and Stephen de Man offer actionable advice that can be incorporated at your firm today. Both Regional Directors and Vice Presidents in Dimensional Fund Advisors’ practice management division, Livia [...]

With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater Advisors. JFG Family Office is headquartered in Denver, CO, with additional offices in Washington, DC, and Dallas, TX. The firm manages approximately $5 billion in client assets and has 62 employees, [...]

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 [...]

In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated Advisors Network. Mutual Group specializes in providing operational, strategic, and advisory support to financial service firms. Their goal is to help organizations optimize their processes, scale efficiently, and focus on what [...]

Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management, founded in 2010 out of an accounting business, recently celebrated its 15th anniversary. Today, the firm manages approximately $5 billion of client assets with a team of [...]

With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of Investments at Mercer Advisors. Pure Financial Advisors manages approximately $11 billion of client assets with a team of nearly 200 dedicated professionals. Mercer Advisors operates from over 100 offices nationwide, employing [...]

In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadership to drive scalable growth. LibertyFi empowers growth-oriented RIAs to drive revenue and scale with the Envestnet platform, enabling seamless outsourcing of [...]

In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Advisers, and Joe Walker, COO of Bradley, Foster & Sargent (BFS), headquartered in Hartford, Connecticut, with nine total office locations. Altair Advisers serves individuals, families, foundations, and endowments, offering investment management, financial planning, and client [...]

Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode 37 nearly four years ago. Randy, the former COO of Orion, brings decades of experience after spending 30 years building and scaling one of the industry’s leading organizations. Now, Jason and Randy [...]