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

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