COO Pulse Podcasts
COO Pulse Podcasts
In this episode, COO Josh Breyer of Connecticut Wealth Management and Managing Director Aldo Tarantini of Family Management Corp discuss how operational strategy, technology, and a client‑first culture drive growth in independent wealth‑management firms. They share the firms’ histories—Family Management’s rise from a $1 B to $5 B AUM firm with 23 staff, and Connecticut Wealth’s $1 B AUM, 70‑person operation—highlighting organic growth through referrals and strategic partnerships. Both guests emphasize the importance of handling complex, intergenerational wealth needs and leveraging technology to scale while maintaining exceptional client experiences. Their perspectives illustrate how independent RIAs can compete with larger players by focusing on tailored financial planning and operational efficiency.
In this episode of Brave New Coin Crypto Conversation, COO Bisher of StormRake explains how the Melbourne‑based firm operates as a brokerage rather than an exchange, aggregating liquidity from about 20 venues to secure best‑price execution for clients with low...
In this episode, Don and Roger discuss recent leadership changes at Charter, highlighting the appointment of Nick Jeffrey—formerly of Frontier, Vodafone UK, and Verizon—as COO to boost Charter's struggling home internet segment. They then turn to the ongoing consolidation of...
