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The COO Roundtable Episode 27
EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
https://coosociety.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused on back of the house (operational) issues that are as vital to success as they are easy to ignore.” Joining Matt as guests were Kara Armstrong, Chief Operating Officer of CapSouth Wealth Management and Nick Maggiulli Chief Operating Officer (and Data Scientist) of Ritholtz Wealth Management. CapSouth Wealth Management is headquartered in Dothan, AL and has two other locations in Georgia and North Carolina, and they manage $650M in client AUM. Ritholtz Wealth Management is located in New York, NY, has 33 employees, and manages $2B in AUM. Together, Matt, Kara, and Nick discuss how COOs drive efficiencies and manage their most important clients – the employees of their respective firms. Other topics covered include:
We’d like to thank Mercer Capital for providing this opportunity.
To read a full transcript of this episode, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 27 appeared first on COO Society.
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By EP 27 - Kara Armstrong of CapSouth Wealth Management & Nick Maggiulli of Ritholtz Wealth Management
https://coosociety.com/wp-content/uploads/2021/03/EP-7-1-FINAL-1.mp3
For this special edition of The COO Roundtable, Matt recorded live from Mercer Capital’s inaugural RIA Practice Management Insight’s conference. This virtual conference “focused on back of the house (operational) issues that are as vital to success as they are easy to ignore.” Joining Matt as guests were Kara Armstrong, Chief Operating Officer of CapSouth Wealth Management and Nick Maggiulli Chief Operating Officer (and Data Scientist) of Ritholtz Wealth Management. CapSouth Wealth Management is headquartered in Dothan, AL and has two other locations in Georgia and North Carolina, and they manage $650M in client AUM. Ritholtz Wealth Management is located in New York, NY, has 33 employees, and manages $2B in AUM. Together, Matt, Kara, and Nick discuss how COOs drive efficiencies and manage their most important clients – the employees of their respective firms. Other topics covered include:
We’d like to thank Mercer Capital for providing this opportunity.
To read a full transcript of this episode, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 27 appeared first on COO Society.