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Nội dung được cung cấp bởi Coldstream Wealth Managment. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Coldstream Wealth Managment hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
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EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

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Manage episode 358063353 series 3281768
Nội dung được cung cấp bởi Coldstream Wealth Managment. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Coldstream Wealth Managment hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

The COO Roundtable Episode 50

By PFI Advisors

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:

  • Navigated their career path, including Allison’s journey from Executive Assistant to Chief Operating Officer, and Scott’s beginnings as General Counsel, to CCO, COO and now President
  • Has continued to grow their skillset and advance their career
  • Tackles the HR portion of their job
  • Has affected their firm’s client experience and service offerings
  • Manages to stay sane as they tackle all their role requires

And don’t miss Scott’s Godfather impression at the top of the interview!

We hope you enjoy, share, and subscribe!

You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

Sign up here to be notified of new practice management content added to our blog on a regular basis.

  continue reading

63 tập

Artwork
iconChia sẻ
 
Manage episode 358063353 series 3281768
Nội dung được cung cấp bởi Coldstream Wealth Managment. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Coldstream Wealth Managment hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

The COO Roundtable Episode 50

By PFI Advisors

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:

  • Navigated their career path, including Allison’s journey from Executive Assistant to Chief Operating Officer, and Scott’s beginnings as General Counsel, to CCO, COO and now President
  • Has continued to grow their skillset and advance their career
  • Tackles the HR portion of their job
  • Has affected their firm’s client experience and service offerings
  • Manages to stay sane as they tackle all their role requires

And don’t miss Scott’s Godfather impression at the top of the interview!

We hope you enjoy, share, and subscribe!

You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.

Sign up here to be notified of new practice management content added to our blog on a regular basis.

  continue reading

63 tập

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