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In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG Financial Group, and Christine DeMao, Chief Operating Officer and Managing Partner of Gibson Capital. JMG Financial Group is headquartered in Downers Grove, IL just outside of Chicago. They recently celebrated 38 years in business, have 86 employees, and currently manage $4.7B in AUM. Celebrating 33 years in business, Gibson Capital is headquartered in Wexford, PA, currently manages $2.3B, and has 15 employees. Together, Matt, Yonhee, and Christine have a comprehensive discussion on the many ways a COO impacts the firm, including culture, creating a consistent and outstanding client experience, and much more, as they cover:
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By Coldstream Wealth Managment4.5
2020 ratings
In the 40th episode of The COO Roundtable, Matt welcomes two extremely thoughtful and strategic guests, Yonhee Gordon, Principal, Chief Operating Officer, and Chief Marketing Officer of JMG Financial Group, and Christine DeMao, Chief Operating Officer and Managing Partner of Gibson Capital. JMG Financial Group is headquartered in Downers Grove, IL just outside of Chicago. They recently celebrated 38 years in business, have 86 employees, and currently manage $4.7B in AUM. Celebrating 33 years in business, Gibson Capital is headquartered in Wexford, PA, currently manages $2.3B, and has 15 employees. Together, Matt, Yonhee, and Christine have a comprehensive discussion on the many ways a COO impacts the firm, including culture, creating a consistent and outstanding client experience, and much more, as they cover:
We hope you enjoy, share, and subscribe!
Read the full transcript 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.

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