by COO Society | Mar 4, 2021 | Podcasts
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management https://coosociety.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3 For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s...
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...
by COO Society | Oct 6, 2020 | Podcasts
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office https://coosociety.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3 In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar...
