Insights
May 8, 2024
The COO Roundtable: Episode 64
In Podcast: The COO Roundtable
Contributions from: Matt Sonnen
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 of client assets. Matt, Adrian, and Kailee discuss what it means to be an RIA Operations professional, the core focus on People, Process, and Technology, as well as:
- How to best promote a “Culture of Operations” at your RIA
- Tips for getting “buy in” from team members for the adoption of new technology tools
- The “Goldilocks” scenario of trying to hire new employees at “just the right time”
- Different approaches to building your firm’s technology roadmap
- Why everything seems to come back to Process
We hope you enjoy, share, and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
You can read the full transcript here.
Related Articles
March 31, 2026
The COO Roundtable: Episode 85
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 [...]
Contributions from: Matt Sonnen
March 3, 2026
The COO Roundtable: Episode 84
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 [...]
Contributions from: Matt Sonnen
February 4, 2026
The COO Roundtable: Episode 83
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 [...]
Contributions from: Matt Sonnen