November 02, 2021

The COO Roundtable Episode 35

38 minutes

EP 35 – Amanda Green of Matrix Private Capital Group & Gary Davis Jr. of Satovsky Asset Management

https://coosociety.com/wp-content/uploads/2021/11/EP-35-3-Final.mp3

In the 35th episode of The COO Roundtable, Amanda Green of Matrix Private Capital Group and Gary Davis Jr. of Satovsky Asset Management join Matt to discuss all things RIA operations and change management. Matrix Private Capital Group manages nearly $600 million of AUM, is headquartered in New York City, and has offices in Chicago, Los Angeles, Newport Beach, and Palm Beach, Florida. Satovsky Asset Management manages $700 million from their headquarters in New York City. Matt, Amanda, and Gary discuss how an operations professional who is new to their firm should conduct an early assessment of the RIA and much more, including:

A history and overview of each firm

Each guest’s experience in the RIA industry, including Amanda’s time at BNY Mellon | Pershing and Gary’s time as a consultant

How they each attain buy-in from management and staff when suggesting changes to the organization

How each guest positions their firm for growth in a profitable fashion

What opportunities they see in the RIA industry in the coming 18 – 24 months

Read the full transcript here.

You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

The post The COO Roundtable
Episode 35 appeared first on COO Society.

...more