by COO Society | Apr 1, 2019 | Podcasts
EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management https://episodes.castos.com/pfiadvisors/Ep-4-0.mp3 In the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey...
by COO Society | Mar 4, 2019 | Podcasts
EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group https://episodes.castos.com/pfiadvisors/Ep-3-0.mp3 In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial...
by COO Society | Feb 28, 2019 | COO Best Practices, M&A, White Papers
As we announce our latest co-written white paper, we thought we would first share some background research and history put into this particular M&A thought leadership piece. While this is the first time we have formally partnered with another industry leader...
by COO Society | Jan 29, 2019 | Podcasts
EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray https://coosociety.com/wp-content/uploads/2020/05/Ep-2-1-Final.mp3 In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee...
by COO Society | Jan 22, 2019 | Podcasts
EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors https://coosociety.com/wp-content/uploads/2020/05/Ep-1-1-Final.mp3 In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand...
