The COO Roundtable

EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management and Trevor Phillippi of 6 Meridian

Listen Later

For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating Officer of 6 Meridian. Originally founded as a single family office, Tolleson Wealth Management currently has $10B in assets under oversight and is headquartered in Dallas, Texas.  6 Meridian, founded in 2016, is located in Wichita, Kansas and currently manages $1.8B in AUM.  Matt, Jennifer, and Trevor discuss how their role is critical to “running the business,” what excites them about the future, and much more, including:

  • An overview of each firm, and how they have both grown organically
  • Each guests’ professional background, specifically looking at Trevor’s long tenure at Meridian and Jennifer’s path from entry level to Managing Director
  • The role of the performance reporting analyst and the importance of reliable, high-quality data
  • The services each firm offers their clients beyond traditional investment management
  • The challenges each firm contends with in acquiring talent in today’s market

    • We hope you enjoy, share, and subscribe!

    To read our article, “Adding to Your Team? Consider a Performance Reporting Analyst” published in Wealth Management.com, click here.

    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.

    The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management.  The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or participate in any other service offered by the firm.
    ...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