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The COO Roundtable episodes
- EP 4 – Tom Harms of Summit Trail Advisors and Stacey McKinnon of Morton Capital Management
In 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 - EP 3 – Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia. Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including:
- The history and background of Sequoia Financial Group
- Their respective professional experiences and how those experiences have shaped their roles today
- How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm
- The key differences Trevor sees between his CTO role and a more traditional COO role
- Their extensive work in building out firmwide use of Salesforce
- Trevor’s development of Sequoia’s financial planning platform
- Shaun’s networking group founded for operations professionals, HIFON
- Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA)
- Shaun’s new book, The Financial Advisor M&A Guidebook, co-authored with Greg Friedman of Private Ocean
We hope you enjoy, share, and subscribe! Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors. Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively.
To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here.
To learn more about Shaun’s networking group, HIFON, click here.
To purchase Shaun’s book, click here.
53 min - EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial Group
In the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia. Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including:
- The history and background of Sequoia Financial Group
- Their respective professional experiences and how those experiences have shaped their roles today
- How Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firm
- The key differences Trevor sees between his CTO role and a more traditional COO role
- Their extensive work in building out firmwide use of Salesforce
- Trevor’s development of Sequoia’s financial planning platform
- Shaun’s networking group founded for operations professionals, HIFON
- Sequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA)
- Shaun’s new book, The Financial Advisor M&A Guidebook, co-authored with Greg Friedman of Private Ocean
We hope you enjoy, share, and subscribe! Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors. Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here. To learn more about Shaun’s networking group, HIFON, click here. To purchase Shaun’s book, click here.
53 min - EP 3 - Trevor Chuna & Shaun Kapusinski of Sequoia Financial GroupIn the third episode of our podcast, The COO Roundtable, Matt was thrilled to sit down with Trevor Chuna and Shaun Kapusinski of Sequoia Financial Group, an RIA in Akron, OH managing over $4 billion. Trevor, also featured in our latest White Paper, is the Chief Technology Officer and Shaun is the Director of Technology and Operations at Sequoia. Matt, Trevor, and Shaun dive deep into how Sequoia has evolved the client experience through technology and much more, including:The history and background of Sequoia Financial GroupTheir respective professional experiences and how those experiences have shaped their roles todayHow Trevor and Shaun manage the inevitable growing pains of implementing new technology in an acquisitive firmThe key differences Trevor sees between his CTO role and a more traditional COO roleTheir extensive work in building out firmwide use of SalesforceTrevor’s development of Sequoia’s financial planning platformShaun’s networking group founded for operations professionals, HIFONSequoia’s recent acquisition of LJPR Financial Advisors (a $776 million RIA)Shaun’s new book, The Financial Advisor M&A Guidebook, co-authored with Greg Friedman of Private OceanWe hope you enjoy, share, and subscribe! Be sure to keep an eye out for Episode 4, which will feature Stacey McKinnon of Morton Capital Management and Tom Harms of Summit Trail Advisors. Both firms manage roughly $1.8 billion and $5.2 billion in client AUM, respectively. To subscribe to the podcast on iTunes, click here or to subscribe on GooglePlay, click here. To learn more about Shaun’s networking group, HIFON, click here. To purchase Shaun’s book, click here.53 min
- EP 2 – Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including:
- The history and background of Avalon Advisors and LourdMurray
- Their professional experiences and how they influence their approach to their current roles
- How Gary and Mike cope with the natural growing pains of firms their size
- What they feel is the main focus of their role at their respective firms
- The two tackle the age-old debate: profit vs. growth
- The networking groups they turn to for practice management insights
- And finally, what makes for a successful day
We hope you enjoy, share, and subscribe! Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion.
To read the executive summary of Episode 1, please click here.
41 min - EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurray
In the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including:
- The history and background of Avalon Advisors and LourdMurray
- Their professional experiences and how they influence their approach to their current roles
- How Gary and Mike cope with the natural growing pains of firms their size
- What they feel is the main focus of their role at their respective firms
- The two tackle the age-old debate: profit vs. growth
- The networking groups they turn to for practice management insights
- And finally, what makes for a successful day
We hope you enjoy, share, and subscribe! Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion. To read the executive summary of Episode 1, please click here.
41 min - EP 2 - Gary Bonner of Avalon Advisors & Mike Lee of LourdMurrayIn the second episode of our podcast, The COO Roundtable, host Matt Sonnen sits down with Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. Also featured in our most recent white paper, Gary and Mike are two accomplished Chief Operating Officers who have been catalysts for incredible growth at their respective RIAs. Matt, Gary, and Mike detail how the COO of an RIA really acts as a firm-wide business consultant; how they are more than a just technology guru; and much more, including:The history and background of Avalon Advisors and LourdMurrayTheir professional experiences and how they influence their approach to their current rolesHow Gary and Mike cope with the natural growing pains of firms their sizeWhat they feel is the main focus of their role at their respective firmsThe two tackle the age-old debate: profit vs. growthThe networking groups they turn to for practice management insightsAnd finally, what makes for a successful dayWe hope you enjoy, share, and subscribe! Be sure to keep a lookout for Episode 3, which will feature Trevor Chuna and Shaun Kapusinksi, two operations professionals from Sequoia Financial Advisors, an RIA in Akron, OH managing over $4 billion. To read the executive summary of Episode 1, please click here.41 min
- EP 1 – Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including:
- The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors
- How their personal experiences affect their current roles in their respective firms
- How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced
- Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign
- Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy
- How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms
- And finally, what makes for a successful day in their roles?
We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray.
To read Matt’s introductory blog post, please click here.
43 min - EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global Advisors
In our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including:
- The history and background of Coastal Bridge Advisors and Sand Hill Global Advisors
- How their personal experiences affect their current roles in their respective firms
- How Jeff and Tony handle inevitable challenges that come with the growth their firms have experienced
- Tony dives deeper into Sand Hill Global Advisors’ millennial hiring campaign
- Jeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancy
- How their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firms
- And finally, what makes for a successful day in their roles?
We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.
43 min - EP 1 - Jeff Fuhrman of Coastal Bridge Advisors & Tony Craun of Sand Hill Global AdvisorsIn our inaugural episode, Matt sits down with Jeff Fuhrman of Coastal Bridge Advisors and Tony Craun of Sand Hill Global Advisors. These two were gracious enough to be profiled in our latest white paper, “Exploring the Benefits of Professional Management for RIAs: A Deeper Look into Chief Operating Officers.” Matt, Jeff, and Tony discuss the strategies they incorporate to successfully tackle their day-to-day responsibilities, help their firms grow, and much more, including:The history and background of Coastal Bridge Advisors and Sand Hill Global AdvisorsHow their personal experiences affect their current roles in their respective firmsHow Jeff and Tony handle inevitable challenges that come with the growth their firms have experiencedTony dives deeper into Sand Hill Global Advisors’ millennial hiring campaignJeff describes Coastal Bridge Advisors’ hyper-specific job descriptions, and how they maintain their relevancyHow their respective firms view M&A/industry consolidation, and how they personally influence those views within their respective firmsAnd finally, what makes for a successful day in their roles?We hope you enjoy, share, and subscribe! And keep a lookout for Episode 2, which will feature Gary Bonner of Avalon Advisors and Mike Lee of LourdMurray. To read Matt’s introductory blog post, please click here.43 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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