The COO Roundtable

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

Listen Later

In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone Capital.  RegentAtlantic is headquartered in Morristown, New Jersey and has a satellite office in New York City.  They have 70 employees and manage $6B in AUM.  With 50 employees and approximately $3.5 billion of AUM, Crestone Capital is headquartered in Boulder, Colorado and has offices in Denver, Austin, Los Angeles, and a brand-new office in Salt Lake City.  Matt, Jenn, and Matt discuss the intersection of HR and Operations and much more, including:  

  • An overview of each firm
  • Each guest’s career background, including Jenn’s long tenure at RegentAtlantic and the unique perspective Matt has gained from being both an advisor and COO
  • The different services each firm offers their clients beyond traditional wealth management
  • How each guest acknowledges and empowers their ops teams
  • The biggest challenge they are each facing today

    • We hope you enjoy, share, and subscribe!

    You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

    Sign up here to be notified of new practice management content added to our blog on a regular basis.

    ...more
    View all episodesView all episodes
    Download on the App Store
    The COO RoundtableBy Coldstream Wealth Managment
    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    20 ratings

    More shows like The COO Roundtable

    View all
    Masters in Business by Bloomberg

    Masters in Business

    2,178 Listeners

    How to Be Awesome at Your Job by How to be Awesome at Your Job

    How to Be Awesome at Your Job

    1,037 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    939 Listeners

    Founders by David Senra

    Founders

    2,146 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    2,030 Listeners

    Second in Command: The Chief Behind the Chief with Cameron Herold by Second in Command with Cameron Herold

    Second in Command: The Chief Behind the Chief with Cameron Herold

    221 Listeners

    The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

    The Rational Reminder Podcast

    470 Listeners

    The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

    The Perfect RIA

    462 Listeners

    The Compound and Friends by The Compound

    The Compound and Friends

    2,118 Listeners

    Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    Kitces and Carl - Real Talk for Real Financial Advisors

    244 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,888 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    445 Listeners

    The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    129 Listeners

    HBR On Leadership by Harvard Business Review

    HBR On Leadership

    167 Listeners

    The Operations Room: A Podcast for COO’s by Bethany Ayers & Brandon Mensinga

    The Operations Room: A Podcast for COO’s

    5 Listeners