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 15^th anniversary. Today, the firm manages approximately $5 billion of client assets with a team of 70 employees. Family Management Corporation, based in New York City, began in 1989 as a family office for the two founders. Since then, it has grown to manage approximately $5 billion in client assets with a lean team of 23 professionals. After sharing their professional journeys and backgrounds, Josh, Aldo, and Matt explore a range of impactful topics, including:

• How a great COO can eliminate friction for advisors, enabling them to better serve clients
• The role Operations plays in shaping the client experience and driving firm success
• Leveraging technology to create efficiencies and improve workflows
• Lessons learned from mid-project pivots and how to adapt when things don’t go as planned
• The future of the RIA industry and how Operations teams can harness the current growth trends to increase their stature

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You can read the full transcript here.

The views and opinions expressed by guests on The COO Roundtable are their own and do not necessarily reflect the views of Coldstream Wealth Management. Guest statements regarding their firms, including assets under management and business performance, have not been independently verified by Coldstream.