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The COO Roundtable Episode 50
Ep 50 - Allison Felix of Cassaday & Co. & Scott Brown of Pinnacle Associates
https://coosociety.com/wp-content/uploads/2023/03/Ep50-Final-Edit.mp3
For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates. Celebrating their 30th anniversary, Cassaday & Co was founded in 1993 and is a hybrid broker dealer and RIA. They are located in McLean, Virginia, have 85 employees, and currently manage $4.5B in AUM. Pinnacle Associates was founded in 1984 and has both an institutional and a wealth management component to their business model. They are located in New York City, have 65 employees, and currently manage just over $7B in AUM. Matt, Allison, and Scott discuss how the COO role impacts their teams internally, their firm holistically, and themselves personally, and much more including how each guest:
And don’t miss Scott’s Godfather impression at the top of the interview!
Read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 50 appeared first on COO Society.
View all episodes
By Ep 50 - Allison Felix of Cassaday & Co. & Scott Brown of Pinnacle Associates
https://coosociety.com/wp-content/uploads/2023/03/Ep50-Final-Edit.mp3
For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates. Celebrating their 30th anniversary, Cassaday & Co was founded in 1993 and is a hybrid broker dealer and RIA. They are located in McLean, Virginia, have 85 employees, and currently manage $4.5B in AUM. Pinnacle Associates was founded in 1984 and has both an institutional and a wealth management component to their business model. They are located in New York City, have 65 employees, and currently manage just over $7B in AUM. Matt, Allison, and Scott discuss how the COO role impacts their teams internally, their firm holistically, and themselves personally, and much more including how each guest:
And don’t miss Scott’s Godfather impression at the top of the interview!
Read the full transcript here.
You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
The post The COO Roundtable
Episode 50 appeared first on COO Society.