by COO Society | Apr 6, 2020 | Podcasts
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management https://coosociety.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3 In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson,...
by COO Society | Mar 3, 2020 | Podcasts
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant https://coosociety.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3 In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO,...
by COO Society | Feb 7, 2020 | Podcasts
EP 14 - Industry Spotlight: M&A Landscape for RIAs https://coosociety.com/wp-content/uploads/2020/05/Ep-14-2-Final.mp3 With M&A activity at an all-time high and no sign of stopping anytime soon, we take a break from our usual interview format here in Episode...
by COO Society | Jan 7, 2020 | Podcasts
In the 13th episode of The COO Roundtable, Matt welcomes Kristi de Grys of Merriman Wealth Management and Larry Miles of AdvicePeriod. After spending almost two decades in the aerospace industry, Kristi de Grys brings an outside (and strongly analytical) perspective...
by COO Society | Dec 3, 2019 | Podcasts
EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing https://coosociety.com/wp-content/uploads/2020/05/Ep-12-3-Final.mp3 In the 12th episode of The COO Roundtable, Matt welcomes Mark Tibergien and Karen Novak of BNY Mellon Pershing.* Mark, CEO, Advisor...
