Hosted by Coldstream Wealth Managment · 🇺🇸 US · EN-US · 87 episodes
Established thought leaders with verified media credentials.
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work COOs perform on a day-to-day basis.
Coldstream Wealth Managment hosts The COO Roundtable, a business show with 87 episodes published.
In this episode, Matt welcomes two dynamic operations leaders: Grace Balestrieri, Senior Director of Client Experience Operations at Brighton Jones, and Vince Nauheimer, Chief Operating Officer of OnePoint BFG Wealth Par
In this episode, Matt is joined by Dawn Claussen, Chief Operating Officer at Mutual Group, and Michael Young, President and Managing Partner at Integrated Advisors Network. Mutual Group specializes in providing operation
Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management,
With Episode 84, Matt welcomes Ben Littman, Founding Member and Head of Corporate Development at Pure Financial Advisors, and Henry Lao, Vice President of Investments at Mercer Advisors. Pure Financial Advisors manages a
In this episode, Matt is joined by Alli Jordan, President at LibertyFi, and Emily Wilcox, COO at Practifi, for a discussion on how leading RIAs are using innovative technology, operational excellence, and smart leadershi
In Episode 82, Matt sits down with two well-accomplished RIA operators: Hannah Koch, Director of Strategic Initiatives at Chicago-based Altair Advisers, and Joe Walker, COO of Bradley, Foster & Sargent (BFS), headquarter
Matt is joined by industry veterans Jason Mirabella and Randy Lambert for Episode 81. Jason returns for his second appearance, having first joined Episode 37 nearly four years ago. Randy, the former COO of Orion, brings
In this episode, Matt sits down with Linda Bready, a renowned operations consultant to RIAs and author of the new book, The Exit Equation – M&A Strategies, Tools, and Insights for Financial Advisors. What started as a gu
In Episode 79, Matt welcomes two long-time friends and industry experts: Lisa Crafford and Morgan Bell of Constellation Wealth Capital (“CWC”). CWC is a Chicago-based private equity firm founded in 2023 that specializes
Episode 78 dives deep into a challenge many COOs contend with on a daily basis: mastering M&A integration. Matt hosts a dynamic discussion with two former COOs who have recently stepped into groundbreaking roles focused
Episode 77 finds Matt interviewing two seasoned RIA operators: Brad Cox and Michael Walliser, for an insightful conversation on growth, technology, and collaboration in the wealth management industry. Brad is COO, CCO, a
We are excited to return to our traditional interview format for Episode 76, but this time with a twist! For the first time, we are interviewing an RIA who is actively searching for a Chief Operating Officer. In this epi
In the midst of volatile markets and a bustling tax season, Matt faced a unique challenge for Episode 75: he was unable to secure guests for the show. Rather than skipping an episode, he opted for a second monologue in a
In Episode 74, Matt steps away from our usual interview format to share a vital message that could reshape how you approach your business. Drawing insights from his recent article in RIABiz, titled, How Fiduciary Duty Is
With Episode 73, Matt welcomes two thoughtful RIA operators to the podcast: Carrie King and Jay Tarno, CFP®. Carrie is Partner, Chief Compliance Officer, Director of Trading, and a Wealth Advisor at Ullmann Wealth Partne
We welcome Brittany Manning and Brian Habas for Episode 72! Brittany is the Chief Operating Officer at MCF Advisors, with offices in Covington, Lexington, and Louisville, Kentucky. The firm manages approximately $3.2 bil
Matt was joined by Amy Flourry, Director of Operations of Rehmann Wealth, and Maria Millner, Partner and Head of Operations of Transcend Capital Advisors. Rehmann Wealth is headquartered in Lansing, MI, with additional o
Matt was joined by Jeremy Massullo of Concurrent and Dr. Jordan Hutchison of RFG Advisory for Episode 70. Jeremy was Concurrent’s very first employee seven years ago, and currently serves as VP of Operations. The firm is
We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and
Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tend
Michael Young
Retired Chief Master Sergeant, U.S. Air Force, doctoral researcher in school safety · Integrated Advisors Network
1 appearance on this show
Joe Walker
former attorney turned mental health counselor · Larry H. Miller Senior Health
1 appearance on this show
Randy Lambert
Owner of Lambert Home Inspections · Intention.ly
1 appearance on this show
Brad Cox
Musician/Author/Podcaster · Diversified Portfolios, Inc.
1 appearance on this show
Rachel Lebowitz
Author and EOS Implementer · A Charlotte Mason Plenary
1 appearance on this show
Rebecca Davis
Author & Trauma-Informed Christian Book Coach · West Midlands Employers
1 appearance on this show
Joe Klein
Chief Operating Officer and Executive Director · The Bahnsen Group
1 appearance on this show
Janelle Anderson
Operations Manager and Chief Compliance Officer · Grand Wealth Management
1 appearance on this show
Cameron Herold
Author of The Second in Command: Unleash the Power of Your COO · COO Alliance
1 appearance on this show
Sean Chen
COO and CCO · Validus Capital
1 appearance on this show
Scott Brown
National Mass Timber Specialist · Historic West Bottoms Association
1 appearance on this show
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The COO Roundtable is hosted by Coldstream Wealth Managment. The show is categorised under business (education) and has published 87 episodes.
The COO Roundtable has published 87 episodes.
The COO Roundtable regularly covers business, education, arts. It sits in the business category, with a education focus.
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Episodes of The COO Roundtable average 43 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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