The COO Roundtable

67 Episodes

1. EP 28 - Tony Parkin & Nikolee Turner of Charles Schwab Advisor Services

   Published: 4/6/2021
2. EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management

   Published: 3/4/2021
3. EP 26 - Kelly Downs of Berman Capital Advisors & Matt Ran of Telemus Financial Life Management

   Published: 2/2/2021
4. EP 25 - Lisa Cook of Pacific Portfolio Consulting & Erica Farber of Balentine

   Published: 1/12/2021
5. EP 24 - Phil Hildebrandt & Paul Lythberg of Segall Bryant & Hamill

   Published: 12/9/2020
6. EP 23 - Aiki Altmets of Regimen Wealth & Lynne Born of Wealth Architects

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

   Published: 10/6/2020
8. EP 21 - Doug Johnson of Parcion Private Wealth & Chris Keller of Benjamin F. Edwards & Company

   Published: 9/2/2020
9. EP 20 - Diane Gabianelli of Parallel Advisors & Cecilia Williams of Halbert Hargrove

   Published: 8/4/2020
10. EP 19 - Mike Reed of Dakota Wealth Management & Michelle Thetford of Hightower Advisors

    Published: 6/30/2020
11. EP 18 - Steven Beals of EP Wealth Advisors & Eric Hehman of Austin Asset

    Published: 6/3/2020
12. EP 17 - Vibhaw Arya of Shufro Rose & Brandon McKerney of Columbia Pacific Wealth Management

    Published: 5/5/2020
13. EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management

    Published: 4/7/2020
14. EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant

    Published: 3/3/2020
15. EP 14 - Industry Spotlight: M&A Landscape for RIAs

    Published: 2/7/2020
16. EP 13 - Kristi de Grys of Merriman & Larry Miles of AdvicePeriod

    Published: 1/7/2020
17. EP 12 - Mark Tibergien & Karen Novak of BNY Mellon Pershing

    Published: 12/3/2019
18. EP 11 - Kelli Cruz of Cruz Consulting & Jim Regitz of Newport Advisory

    Published: 11/7/2019
19. EP 10 - Highlights: Episodes 1 - 9

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

    Published: 9/9/2019