In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick Simon.  Heather is the COO, President, and Co-Founder of True Capital and helps the firm manage $1.1 billion in client assets across two offices in San Francisco and Los Angeles with 36 employees.  Mark, Managing Partner, COO, and CCO, helps Massey Quick Simon manage over $4 billion in client assets across six office locations with 55 employees.  Matt, Heather, and Mark sit down to discuss their roles in sustaining their firms’ plethora of family office services and much more, including:

To read a full transcript of this episode, please click here.

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Episode 7 appeared first on COO Society.