HeyJaredThe COO Roundtable
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.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 2, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 8, 2026
Latest episodes
Episode 90: Giselle Crout & Brent Lee (opens the original)
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With Episode 90, Matt welcomes Giselle Crout, COO at Corvus Wealth Advisors, and Brent Lee, Partner and COO at Dodds Wealth. Corvus Wealth Advisors is headquartered in San Luis Obispo, with a second office in Templeton, CA. The firm manages approximately $1 billion in client assets and has 20 employees. Dodds Wealth, an LPL-affiliated firm, has offices in Denver and Colorado Springs, CO, manages approximately $800 million for clients, and employs 15 team members. Giselle, Brent, and Matt dig int
Episode 89: Livia Ramirez & Stephen de Man (opens the original)
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While Episode 89 clocks in at 43 minutes, you are going to want to allocate 86 minutes so you can listen to it twice! Livia Ramirez and Stephen de Man offer actionable advice that can be incorporated at your firm today. Both Regional Directors and Vice Presidents in Dimensional Fund Advisors’ practice management division, Livia and Stephen have a front-row seat to what’s working, and not working, at RIAs today. They work closely with RIAs of all sizes to make their firms more efficient and profi
Episode 88: Bryant Hicks and Timothy Feeney (opens the original)
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With Episode 88, Matt welcomes Bryant Hicks, Partner and Director of Operations at JFG Family Office, and Tim Feeney, FPQP®, Operations Manager at Bridgewater Advisors. JFG Family Office is headquartered in Denver, CO, with additional offices in Washington, DC, and Dallas, TX. The firm manages approximately $5 billion in client assets and has 62 employees, 22 of whom have joined in the past 18 months. Bridgewater Advisors is located in New York City, manages approximately $2.8 billion for client
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