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...
by COO Society | Nov 6, 2019 | Podcasts
EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory https://coosociety.com/wp-content/uploads/2020/05/Ep-11-2-Final.mp3 In the eleventh episode of The COO Roundtable, Matt welcomes Kelli Cruz, CEO of Cruz Consulting and Jim Regitz, Founding...
by COO Society | Oct 10, 2019 | Podcasts
EP 10 - Highlights: Episodes 1 - 9 https://coosociety.com/wp-content/uploads/2020/05/Ep-10-1-Final.mp3 In the tenth episode of The COO Roundtable, Matt takes some time to reflect on some of the highlights and biggest takeaways from the nine content-packed episodes...
