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The COO Roundtable episodes
- EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick SimonIn 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:The history and background of True Capital Management and Massey Quick SimonHeather and Mark’s respective professional backgrounds and how they’ve influenced their roles todayMark’s dual role of COO and CCO and the overlap he sees between the twoHeather and True Capital’s internship program and the benefits it has provided the firmThe unique hiring committee Mark has created at Massey Quick SimonHow True Capital and Massey Quick Simon truly offer family office servicesHeather’s view on her role as COO in the M&A recruiting processA very fitting Jerry Maguire reference!We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.54 min
- EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon
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:
- The history and background of True Capital Management and Massey Quick Simon
- Heather and Mark’s respective professional backgrounds and how they’ve influenced their roles today
- Mark’s dual role of COO and CCO and the overlap he sees between the two
- Heather and True Capital’s internship program and the benefits it has provided the firm
- The unique hiring committee Mark has created at Massey Quick Simon
- How True Capital and Massey Quick Simon truly offer family office services
- Heather’s view on her role as COO in the M&A recruiting process
- A very fitting Jerry Maguire reference!
We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.
54 min - EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth PartnersIn the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview. Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management. Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President. In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including:The Stratos Wealth Partners model and how they differentiate themselves in the marketplaceNancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firmHow Nancy balances the plethora of responsibilities that come with being COO and CFOJeff’s take on the importance of professional management in the RIA spaceNancy’s thoughts on the age-old profit vs. growth debateHow Lou leverages Stratos’ technology platform in the sales process with advisorsJeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.47 min
- EP 6 - Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview. Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management. Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President. In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including:
- The Stratos Wealth Partners model and how they differentiate themselves in the marketplace
- Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm
- How Nancy balances the plethora of responsibilities that come with being COO and CFO
- Jeff’s take on the importance of professional management in the RIA space
- Nancy’s thoughts on the age-old profit vs. growth debate
- How Lou leverages Stratos’ technology platform in the sales process with advisors
- Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)
We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.
47 min - EP 6 – Jeff Conception, Nancy Andrefsky, & Lou Camacho of Stratos Wealth Partners
In the sixth episode of The COO Roundtable, Matt was excited to welcome the first CEO to the Roundtable discussion! Jeff Concepcion, Nancy Andrefsky, and Lou Camacho from Stratos Wealth Partners joined Matt for an easy going, yet extremely insightful interview. Stratos Wealth Partners has 287 advisors in 87 offices across 24 states and serves more than 13,000 clients with over $13 billion in assets under management. Jeff is Founder and CEO of the firm while Nancy, who has worked with Jeff since the firm’s inception, holds the COO and CFO titles and Lou heads Stratos Wealth Alliance as its President. In this episode, Matt, discussed with Jeff, Nancy, and Lou how they each play a vital role in sustaining such a large, acquisition-focused enterprise and much more, including:
- The Stratos Wealth Partners model and how they differentiate themselves in the marketplace
- Nancy and Lou’s respective backgrounds and how those experiences influence their current roles at the firm
- How Nancy balances the plethora of responsibilities that come with being COO and CFO
- Jeff’s take on the importance of professional management in the RIA space
- Nancy’s thoughts on the age-old profit vs. growth debate
- How Lou leverages Stratos’ technology platform in the sales process with advisors
- Jeff’s opinion on the recent large liquidity events of RIA aggregators (Focus Financial Partners, Hightower Advisors, and the recent sale of United Capital to Goldman Sachs)
We hope you enjoy, share, and subscribe!
To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here.
We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.
47 min - EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth ManagementIn the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including:The history and background of SignatureFD and Winthrop WealthHow Heather and Lucas came into their current COO rolesWhere the two see the COO role fitting into the broader organizationHow Heather and Lucas allocate their time to the dozens of responsibilities COOs are tasked with dailyThe initiatives they take as COOs to help build and uphold firm cultureThe never-ending debate: buy vs. build when it comes to an RIA’s technology stackThe balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sidesWe hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to be notified of new content, click here.54 min
- EP 5 - Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including:
- The history and background of SignatureFD and Winthrop Wealth
- How Heather and Lucas came into their current COO roles
- Where the two see the COO role fitting into the broader organization
- How Heather and Lucas allocate their time to the dozens of responsibilities COOs are tasked with daily
- The initiatives they take as COOs to help build and uphold firm culture
- The never-ending debate: buy vs. build when it comes to an RIA’s technology stack
- The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides
We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to be notified of new content, click here.
54 min - EP 5 – Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management
In the fifth episode of The COO Roundtable, host Matt Sonnen was thrilled to sit down with Heather Fortner of SignatureFD and Lucas Winthrop of Winthrop Wealth Management. SignatureFD, headquartered in Atlanta, Georgia, currently manages approximately $3.5 billion in client assets with over 80 employees. Winthrop Wealth Management, located in Boston, Massachusetts, manages about $1.1 billion in client assets with 17 employees. Matt, Heather, and Lucas discuss the steps they take to put time back into the hands of their advisors and much more, including:
- The history and background of SignatureFD and Winthrop Wealth
- How Heather and Lucas came into their current COO roles
- Where the two see the COO role fitting into the broader organization
- How Heather and Lucas allocate their time to the dozens of responsibilities COOs are tasked with daily
- The initiatives they take as COOs to help build and uphold firm culture
- The never-ending debate: buy vs. build when it comes to an RIA’s technology stack
- The balancing act required between 1st generation and next-gen employees, and the need for appreciation and communication on both sides
We hope you enjoy, share, and subscribe!
To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here.
We are increasing the frequency of our own RIA practice management articles – to be notified of new content, click here.
54 min - EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital ManagementIn the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management. Summit Trail Advisors manages about $5.2 billion in client assets across five office locations: New York City, Chicago, San Francisco, Boston, and Washington D.C. Morton Capital Management, located in Calabasas, California, manages roughly $1.8 billion in client assets. Matt, Tom, and Stacey discuss the core values and structure they’ve instilled at their respective firms and much more, including:The history and background of Summit Trail and Morton CapitalTheir individual professional experiences and how those experiences have shaped their roles todayStacey’s extensive work in career pathing and establishing Morton Capital’s 5 E’sTom’s comprehensive risk management work he’s done across all of Summit Trail’s teamsStacey’s standardization of Morton Capital’s client-facing marketing material and the greater importance this initiative has had on their organizationTom’s crucial role in Summit Trail’s aggressive M&A strategyThe networking groups and industry consultants that Tom and Stacey turn to for peer insights and professional helpHow Tom and Stacey see their role as COO fitting into the greater organizational structureWe hope you enjoy, share, and subscribe!54 min
- EP 4 - Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital ManagementIn the fourth episode of our podcast, The COO Roundtable, Matt sat down with Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management. Summit Trail Advisors manages about $5.2 billion in client assets across five office locations: New York City, Chicago, San Francisco, Boston, and Washington D.C. Morton Capital Management, located in Calabasas, California, manages roughly $1.8 billion in client assets. Matt, Tom, and Stacey discuss the core values and structure they’ve instilled at their respective firms and much more, including:
- The history and background of Summit Trail and Morton Capital
- Their individual professional experiences and how those experiences have shaped their roles today
- Stacey’s extensive work in career pathing and establishing Morton Capital’s 5 E’s
- Tom’s comprehensive risk management work he’s done across all of Summit Trail’s teams
- Stacey’s standardization of Morton Capital’s client-facing marketing material and the greater importance this initiative has had on their organization
- Tom’s crucial role in Summit Trail’s aggressive M&A strategy
- The networking groups and industry consultants that Tom and Stacey turn to for peer insights and professional help
- How Tom and Stacey see their role as COO fitting into the greater organizational structure
We hope you enjoy, share, and subscribe!54 min
About The COO Roundtable
From the publisher's feed
Join host Matt Sonnen and a panel of COOs, as they share an open discussion about operational and technology best practices for the RIA industry, and shed a light on the tremendously important work…
COOs perform on a day-to-day basis.
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