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The COO Roundtable Episode 16
EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
https://coosociety.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3
In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers & Acquisitions at STA Wealth Management. Prior to selling his firm in January 2020 to Cerity Partners, the $26B AUM aggregator, David was Co-CEO and CIO of EMM Wealth, a $3 billion RIA in New York City. STA Wealth Management is headquartered in Houston, TX, and manages approximately $2.1 billion.
With most of the country under quarantine and practicing social distancing, many firms are experiencing major transitions themselves to partial or entire remote work models. Dubbing this interview the “Stay at Home” episode, Matt, David, and Jim highlight the COO’s key contributions to successful transitions in both business continuity and M&A. Their discussion also covers the importance of planning for contingencies, routine continuity plan testing, strategic use of leadership teams, and much more, including:
*All uses of the name Cerity Partners, and any derivations of the name Cerity Partners, refer exclusively to Cerity Partners LLC, a national wealth management firm headquartered in New York. For more information about Cerity Partners, visit www.ceritypartners.com.
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 16 appeared first on COO Society.
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By EP 16 - David Aaron of Cerity Partners & Jim Atkinson of STA Wealth Management
https://coosociety.com/wp-content/uploads/2020/05/Ep-16-2-Final-1.mp3
In the 16th episode of The COO Roundtable, Matt welcomes David Aaron, Partner at Cerity Partners* and Jim Atkinson, COO and Head of Mergers & Acquisitions at STA Wealth Management. Prior to selling his firm in January 2020 to Cerity Partners, the $26B AUM aggregator, David was Co-CEO and CIO of EMM Wealth, a $3 billion RIA in New York City. STA Wealth Management is headquartered in Houston, TX, and manages approximately $2.1 billion.
With most of the country under quarantine and practicing social distancing, many firms are experiencing major transitions themselves to partial or entire remote work models. Dubbing this interview the “Stay at Home” episode, Matt, David, and Jim highlight the COO’s key contributions to successful transitions in both business continuity and M&A. Their discussion also covers the importance of planning for contingencies, routine continuity plan testing, strategic use of leadership teams, and much more, including:
*All uses of the name Cerity Partners, and any derivations of the name Cerity Partners, refer exclusively to Cerity Partners LLC, a national wealth management firm headquartered in New York. For more information about Cerity Partners, visit www.ceritypartners.com.
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 16 appeared first on COO Society.