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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 mutual respect of Mark Tibergien, and how the Chief Operating Officer impacts her 5 Truths:

  1. Create a resilient enterprise
  2. Focus on your employee experience
  3. Prioritize education and lifelong learning
  4. Grow the organization
  5. Don’t just invest with the herd

It was a fantastic conversation with one of our industry’s leading proponents of the COO role.  You can view the full interview below: