Category: Podcast: The COO Roundtable

We welcome Brittany Manning and Brian Habas for Episode 72!  Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky.  The firm manages approximately $3.2 billion for both private clients and institutional clients and has 34 employees. Brian joined AlphaCore Wealth Advisory about six months ago as Chief [...]

With Episode 71, we are joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors.  Rehmann Wealth is headquartered in Lansing, MI, with additional offices in Ohio and Florida, and advises on approximately $4 billion across private client and retirement plan assets. Transcend [...]

Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70.  Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is headquartered in Tampa, FL, started as an OSJ on Raymond James’ platform, and currently has approximately $9.5 billion [...]

We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing [...]

Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? [...]

With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors.  Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT.  The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations.  Chrissy is the Chief Operating Officer [...]

For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses.  It was a real thrill for him to interview one of his most respected RIA leaders for this conversation.  As he states [...]

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65.  Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania.  The firm has 41 team members and manages approximately $6.8 billion.  Joe has the dual role [...]

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management.  Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA.  Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3 billion [...]