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The COO Roundtable Episode 38
EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management & Trevor Phillippi of 6 Meridian
https://coosociety.com/wp-content/uploads/2022/02/EP_38_Final_v2-2.mp3
For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating Officer of 6 Meridian. Originally founded as a single family office, Tolleson Wealth Management currently has $10B in assets under oversight and is headquartered in Dallas, Texas. 6 Meridian, founded in 2016, is located in Wichita, Kansas and currently manages $1.8B in AUM. Matt, Jennifer, and Trevor discuss how their role is critical to “running the business,” what excites them about the future, and much more, including:
You can read the full transcript here.
To read our article, “Adding to Your Team? Consider a Performance Reporting Analyst” published in Wealth Management.com, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or participate in any other service offered by the firm.
The post The COO Roundtable
Episode 38 appeared first on COO Society.
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By EP 38 - Jennifer Wagoner Kirksey of Tolleson Wealth Management & Trevor Phillippi of 6 Meridian
https://coosociety.com/wp-content/uploads/2022/02/EP_38_Final_v2-2.mp3
For our latest episode, Matt welcomes two fantastic guests: Jennifer Wagoner Kirksey, Managing Director of Wealth Operations at Tolleson Wealth Management, and Trevor Phillippi, Chief Operating Officer of 6 Meridian. Originally founded as a single family office, Tolleson Wealth Management currently has $10B in assets under oversight and is headquartered in Dallas, Texas. 6 Meridian, founded in 2016, is located in Wichita, Kansas and currently manages $1.8B in AUM. Matt, Jennifer, and Trevor discuss how their role is critical to “running the business,” what excites them about the future, and much more, including:
You can read the full transcript here.
To read our article, “Adding to Your Team? Consider a Performance Reporting Analyst” published in Wealth Management.com, click here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The views and opinions expressed here today do not necessarily reflect the view of Tolleson Wealth Management. The information discussed is for informational purposes only and is not a solicitation or an offer to buy a security or instrument or participate in any other service offered by the firm.
The post The COO Roundtable
Episode 38 appeared first on COO Society.