The COO Roundtable

73 Episodes

1. EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

   Published: 06/10/2021
2. EP 33 - Jandy Rowe of Wipfli Financial Advisors & Brad Hixson of Lido Advisors

   Published: 08/09/2021
3. EP 32 - Overview of Our New Digital Consulting Platform

   Published: 05/08/2021
4. EP 31 - Eric Stephenson of Align Impact & Natalie Wheeler of Berkshire Money Management

   Published: 06/07/2021
5. EP 30 - Michael Paley of Klingman & Associates and Kevin Hrdlicka of Savant Wealth Management

   Published: 02/06/2021
6. EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz

   Published: 04/05/2021
7. EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services

   Published: 06/04/2021
8. EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management

   Published: 04/03/2021
9. EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management

   Published: 02/02/2021
10. EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine

    Published: 12/01/2021
11. EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill

    Published: 09/12/2020
12. EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects

    Published: 10/11/2020
13. EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office

    Published: 06/10/2020
14. EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company

    Published: 02/09/2020
15. EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove

    Published: 04/08/2020
16. EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors

    Published: 30/06/2020
17. EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset

    Published: 03/06/2020
18. EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management

    Published: 05/05/2020
19. EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management

    Published: 07/04/2020
20. EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant

    Published: 03/03/2020