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The COO Roundtable Episode 15
EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
https://coosociety.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3
In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in the RIA industry in the field of mergers and acquisitions, Mercer Advisors has acquired 31 firms to date. Headquartered in Denver, Colorado, Mercer has over 400 employees and approximately $18 billion in client assets. Headquartered in Los Angeles, CA, Aspiriant has 11 offices around the country and manages over $12 billion in client assets. With the goal of highlighting how a COO’s key contributions to a firm’s operations lead to successful mergers and acquisitions, Matt, Loren, and Michael sit down to discuss the importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action, and much more including:
To read a full transcript of this episode, please click here.
You can listen and subscribe on Apple Podcasts, Google Podcasts, Spotify, iHeartRadio or Stitcher.
The post The COO Roundtable
Episode 15 appeared first on COO Society.
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By EP 15 - Loren Pierson of Mercer Advisors & Michael Kossman of Aspiriant
https://coosociety.com/wp-content/uploads/2020/05/Ep-15.2-Final.mp3
In the 15th episode of The COO Roundtable, Matt welcomes Loren Pierson, COO of Mercer Advisors and Michael Kossman, COO, CCO, and Partner of Aspiriant. A trailblazer in the RIA industry in the field of mergers and acquisitions, Mercer Advisors has acquired 31 firms to date. Headquartered in Denver, Colorado, Mercer has over 400 employees and approximately $18 billion in client assets. Headquartered in Los Angeles, CA, Aspiriant has 11 offices around the country and manages over $12 billion in client assets. With the goal of highlighting how a COO’s key contributions to a firm’s operations lead to successful mergers and acquisitions, Matt, Loren, and Michael sit down to discuss the importance of an organized, scalable infrastructure, alignment of common core values, translating vision into action, and much more including:
To read a full transcript of this episode, please click here.
You can listen and subscribe on Apple Podcasts, Google Podcasts, Spotify, iHeartRadio or Stitcher.
The post The COO Roundtable
Episode 15 appeared first on COO Society.