The COO Roundtable

73 Episodes

1. EP 14 - Industry Spotlight: M&A Landscape for RIAs

   Published: 07/02/2020
2. EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

   Published: 07/01/2020
3. EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing

   Published: 03/12/2019
4. EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

   Published: 07/11/2019
5. EP 10 - Highlights: Episodes 1 - 9

   Published: 10/10/2019
6. EP 9 - Susan Dickson & Suzanne Williamson of Private Ocean

   Published: 09/09/2019
7. EP 8 - David Canter & Scott Slater of Fidelity Clearing & Custody Solutions

   Published: 03/08/2019
8. EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon

   Published: 12/07/2019
9. EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners

   Published: 05/06/2019
10. EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management

    Published: 01/05/2019
11. EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management

    Published: 02/04/2019
12. EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group

    Published: 06/03/2019
13. EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray

    Published: 31/01/2019