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The COO Roundtable Episode 45
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
https://coosociety.com/wp-content/uploads/2022/10/Ep45-COO-Roundtable-Final.mp3
Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth and Ben Gurley, Director of Heartwood Wealth Advisors. Omnia Family Wealth was launched in 2015 and started with a team of 5 members. Currently headquartered in Aventura, Florida, they are now a team of 11 people and advise on $2.2B in assets. Heartwood Wealth Advisors joined the RIA space in 2019. They are headquartered in Richmond, VA, have 11 employees, and $1B in AUM. Together, Matt, Michael, and Ben (who both service clients in an advisory capacity in addition to operations) tackle the question, “Does client-facing work make you better at operations or vice versa?” and much more including:
You can read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 45 appeared first on COO Society.
View all episodes
By EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors
https://coosociety.com/wp-content/uploads/2022/10/Ep45-COO-Roundtable-Final.mp3
Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth and Ben Gurley, Director of Heartwood Wealth Advisors. Omnia Family Wealth was launched in 2015 and started with a team of 5 members. Currently headquartered in Aventura, Florida, they are now a team of 11 people and advise on $2.2B in assets. Heartwood Wealth Advisors joined the RIA space in 2019. They are headquartered in Richmond, VA, have 11 employees, and $1B in AUM. Together, Matt, Michael, and Ben (who both service clients in an advisory capacity in addition to operations) tackle the question, “Does client-facing work make you better at operations or vice versa?” and much more including:
You can read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 45 appeared first on COO Society.