by COO Society | Feb 16, 2021 | COO Best Practices
Matt had the opportunity to sit down with Stacey McKinnon, COO of Morton Capital, to discuss her recent paper, “5 Untold Truths of Acting in Your Client’s Best Interest.” During their conversation, they discussed the importance of professional management, their...
by COO Society | Feb 2, 2021 | Podcasts
EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management https://coosociety.com/wp-content/uploads/2021/02/EP-26-1-Final-1.mp3 In the 26th episode of The COO Roundtable, our host, Matt Sonnen, welcomes Matt Ran, Chief...
by COO Society | Jan 12, 2021 | Podcasts
EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine https://coosociety.com/wp-content/uploads/2021/01/EP-25-2-Final.mp3 In the 25th episode of The COO Roundtable, Matt welcomes Lisa Cook, the newly-appointed COO at Pacific...
by COO Society | Dec 8, 2020 | Podcasts
EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill https://coosociety.com/wp-content/uploads/2020/12/EP-24-1-Final.mp3 In the 24th episode of The COO Roundtable, which marks our podcast’s 2nd anniversary, Matt welcomes two prominent guests from...
by COO Society | Nov 10, 2020 | Podcasts
EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects https://coosociety.com/wp-content/uploads/2020/12/Ep-23-1-Final.mp3 In the 23rd episode of The COO Roundtable, Matt welcomes Aiki Altmets, COO and CCO of the newly-formed Regimen Wealth and...
