
Insights
May 9, 2023
The COO Roundtable: Episode 52
In Podcast: The COO Roundtable

Contributions from: Matt Sonnen
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 roughly $6.5 billion of client assets, spread across 7 client service teams. Coldstream has three affiliated businesses (Fit Insurance, Ascent Capital, and Rainier Group) and has additional office locations in Portland, OR, Boise, ID, and Kenai, AK. During this monologue episode, Matt discusses why he’s excited to join Coldstream, what his major responsibilities will be as COO, and much more, including:
- Advice for any RIA operations professionals approaching a transition to a new firm
- How to approach change management at your firm
- While referencing several past episodes, he reminds listeners how to ensure their success when joining a new organization and mistakes to avoid
- The five common business situations leaders may find themselves moving into
- Why his passion for professional management across the RIA industry will propel both the COO Roundtable podcast and COO Society coaching platform into the future
- Each guests’ career path and how they became operations professionals
We hope you enjoy, share, and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
You can read the full transcript here.
Here is a link to Michael Watkins’ book, The First 90 Days
Related Articles

September 3, 2025
The COO Roundtable: Episode 78
Episode 78 dives deep into a challenge many COOs contend with on a daily basis: mastering M&A integration. Matt hosts a dynamic discussion with two former COOs who have recently stepped into groundbreaking roles focused exclusively on business integration: Eric Stephenson and Shelly Kapoor. Eric is Managing Director of Integration and Optimization at Pathstone, a [...]

Contributions from: Matt Sonnen

August 5, 2025
The COO Roundtable: Episode 77
Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, and collaboration in the wealth management industry. Brad is COO, CCO, and Partner at Diversified Portfolios, Inc., based in Bloomfield Hills, Michigan. The firm was founded in 1993 and has grown to approximately $1.8 [...]

May 21, 2025
The COO Roundtable: Episode 76
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we are interviewing an RIA who is actively searching for a Chief Operating Officer. In this episode, we delve into the responsibilities they envision for their new COO, once hired. Sage Mountain [...]

Contributions from: Matt Sonnen