With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater Advisors. JFG Family Office is headquartered in Denver, CO, with additional offices in Washington, DC, and Dallas, TX. The firm manages approximately $5 billion in client assets and has 62 employees, 22 of whom have joined in the past 18 months. Bridgewater Advisors is located in New York City, manages approximately $2.8 billion for clients, and employs 25 team members. Bryant, Tim, and Matt pull back the curtain on what it really takes to scale an RIA, touching on:

The views and opinions expressed by guests on The COO Roundtable are their own and do not necessarily reflect the views of Coldstream Wealth Management. Guest statements regarding their firms, including assets under management and business performance, have not been independently verified by Coldstream.

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