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The COO Roundtable Episode 22
EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
https://coosociety.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.” Matt had the pleasure of interviewing Kaylyn Melia, Chief Operating Officer at Socius Family Office and Karen Denise, Senior Director in charge of Client Service at CAPTRUST. Socius Family Office is headquartered in Ft. Lauderdale, Florida and has one office just outside of Pittsburg, Pennsylvania. With approximately 100 different client families, Socius Family Office manages approximately $550M in assets. A well-known name in the industry, CAPTRUST is headquartered in North Carolina and has over 30 locations and 721 employees. They manage roughly $400B in client assets across their various business lines. Matt, Kaylyn, and Karen’s thoughtful conversation covers just how involved operations professionals are in all aspects of a firm; they also discuss:
It was a great honor to record our podcast live as part of the conference. We’d like to thank Lisa Crafford of BNY Mellon Pershing and Shaun Kapusinski of HIFON for providing this opportunity.
You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher.
To read a full transcript of this episode, click here.
The post The COO Roundtable
Episode 22 appeared first on COO Society.
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By EP 22 - Karen Denise of CAPTRUST & Kaylyn Melia of Socius Family Office
https://coosociety.com/wp-content/uploads/2020/10/Ep-22-0-Final-1.mp3
In this special episode of The COO Roundtable, Matt recorded live for Bob Veres’ Insider’s Forum. For those unfamiliar with Insider’s Forum, it “is designed to provide essential information for running and growing prosperous businesses and better serving clients, advanced technical content, as well as valuable opportunities for networking with industry thought leaders.” Matt had the pleasure of interviewing Kaylyn Melia, Chief Operating Officer at Socius Family Office and Karen Denise, Senior Director in charge of Client Service at CAPTRUST. Socius Family Office is headquartered in Ft. Lauderdale, Florida and has one office just outside of Pittsburg, Pennsylvania. With approximately 100 different client families, Socius Family Office manages approximately $550M in assets. A well-known name in the industry, CAPTRUST is headquartered in North Carolina and has over 30 locations and 721 employees. They manage roughly $400B in client assets across their various business lines. Matt, Kaylyn, and Karen’s thoughtful conversation covers just how involved operations professionals are in all aspects of a firm; they also discuss:
It was a great honor to record our podcast live as part of the conference. We’d like to thank Lisa Crafford of BNY Mellon Pershing and Shaun Kapusinski of HIFON for providing this opportunity.
You can listen and subscribe on Apple Podcasts, Spotify, iHeartRadio, or Stitcher.
To read a full transcript of this episode, click here.
The post The COO Roundtable
Episode 22 appeared first on COO Society.