Bedste Megan And Janelle-podcasts (2024)

1
Episode 69: Jina Yi and Victoria Latham 52:31

29d ago52:31

52:31

We are joined by Jina Yi of Wealth Architects and Victoria Latham of Parallel Financial and the Fiduciary Alliance for Episode 69. Jina has been with Wealth Architects, headquartered in Mountain View, CA, since 2007 and was appointed the Chief Operating Officer and Chief Compliance Officer in 2021. The firm employes 25 team members, managing close …

1
Episode 68 - Rachel Lebowitz 40:29

2M ago40:29

40:29

Episode 68 could very well be the most impactful episode we have recorded. For five and a half years, The COO Roundtable has highlighted the incredible work COOs perform daily across the RIA industry. As such, we’ve tended to focus on the tactical elements of the job: How do you effect change at your organization? How do you approach technology or …

1
Episode 67 - Chrissy Lee & Meghan Martin 48:25

3M ago48:25

48:25

With Episode 67, we are joined by Meghan Martin of Apella Wealth and Chrissy Lee of Merit Financial Advisors. Meghan is the newly appointed Chief Operating Officer at Apella Wealth, headquartered in Hartford, CT. The firm advises on approximately $4.35 billion and has 93 employees across 16 office locations. Chrissy is the Chief Operating Officer a…

1
Episode 66 - Carolyn Armitage 54:09

4M ago54:09

54:09

For Episode 66, we break the rules of a “roundtable” and have only one guest, Carolyn Armitage, joining Matt for a deep conversation around our industry’s continuing evolution of turning practices into businesses. It was a real thrill for him to interview one of his most respected RIA leaders for this conversation. As he states in the introduction,…

1
Episode 65 - Rebecca Davis & Joe Klein 41:23

5M ago41:23

41:23

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…

1
Episode 64 - Adrian Chastain & Kailee Ostroski 48:42

6M ago48:42

48:42

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…

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Episode 63 - Do's and Don'ts of COO Onboarding 23:24

7M ago23:24

23:24

In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…

1
Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 46:27

8M ago46:27

46:27

We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Com…

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Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 54:52

9M ago54:52

54:52

We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …

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Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors 37:29

10M ago37:29

37:29

Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…

1
Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management 56:03

11M ago56:03

56:03

With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison Felix, a two-time guest to the podcast, is Managing Partner and Chief Operating Officer of Cassaday & Co. Erika Yelle is Chief Compliance Officer at Coldstream Wealth Management. Both gues…

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Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO 30:17

1y ago30:17

30:17

For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrepreneur about the role of the COO. Cameron Herold has written a fabulous book directed at CEO’s who are contemplating hiring a COO, titled, Second in Command – Unleash the Power of Your COO. He is also…

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Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital 29:28

1y ago29:28

29:28

Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months a…

1
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors 39:36

1y ago39:36

39:36

The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA Operations Strategy session earlier this year. Rachel Rant is a partner and Director of Operations at Aspen Capital Management, located in Boise, ID. Scott Swanson is a partner, Chief Operating Officer…

1
Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors 56:36

1y ago56:36

56:36

The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN. Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, …

1
Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management 53:43

1+ y ago53:43

53:43

The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with in the past. Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT. Angie Tower is Managing Director and COO at Prairie Capital Management, locate…

1
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services 1:04:30

1+ y ago1:04:30

1:04:30

The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach to Operations at their firms: Julie Higgins, Chief Operating Officer at Geometric Wealth Advisors and Kevin Galvin, Executive Vice President and Senior Advisor with Hopwood Financial Services. Geome…

1
Jayz is Destroying New York 2:12:31

1+ y ago2:12:31

2:12:31

The Thoughtful Narcissist get an NYC injection. We are talking about Harry and Megan alleged chase , Jayz adding a casino to Time Square and we show love to Haiti. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Cut the Rhetorik Returns - Janelle Monae , Durk vs NBA Young boy 1:11:44

1+ y ago1:11:44

1:11:44

Cut the Rhertorik is back , Janelle Monae rollout review, Durk vs NBA Youngboy and mothers day gift rules --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Freddie Gibbs Exposed , Ebony K disrespects the working class, and Chris Brown vs Usher 2:05:21

1+ y ago2:05:21

2:05:21

The fellas are joined by Vot, Hoochie Daddy CEO , to discuss Spreadie Gibbs going out bad , Ebony K comments on bus drivers and more --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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EP 52 - Matt Sonnen of Coldstream Wealth Management 22:00

1+ y ago22:00

22:00

The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with the podcast moving forward, despite its new sponsor (and Matt’s new employer), Coldstream Wealth Management. As of May 1, 2023, Matt has taken the role of Chief Operating Officer at Coldstream, headqu…

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Tucker Carson and Don Lemon gets fired , Jackman review , and Man Court 2:00:31

1+ y ago2:00:31

2:00:31

The fellas are joined by Cali Bud were they discuss emotional intelligence and family . Plus RIP jerry Springer and DJ AK new deal --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Negronomic pt 2 : Was King Von a Serial Killer 49:18

1+ y ago49:18

49:18

The fellas are back discussing Trap Lore Ross's doc on alleged murders committed by King Von --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Negronomic - Is Black Capitalism , Black Liberation or a Scam 47:33

1+ y ago47:33

47:33

Jamaree James joins the show to discuss business and how he serves his community --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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You Know Who You Are 1:19:30

1+ y ago1:19:30

1:19:30

Queenzflip from the Joe Budden Network has crossed a line and fellas have a few things to say , was the response to Angel Reese too much , why is Chloe Bailey struggling to sale, and Dark Skin male representation in the new Barbie movie --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support…

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Angel Reese vs The Media , Megan the Stallion throws the first pitch, and S*x 3 times a day 1:06:30

1+ y ago1:06:30

1:06:30

Cut the Rhetorik edition , Astro Player seen getting too close to Megan the Stallion butt , how much s*x too much sex and has the media unfairly covered LSU forward Angel Reese --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors 45:32

1+ y ago45:32

45:32

The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane, COO, CCO and Partner of Flower City Capital and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors. Flower City Capital was founded in 2016 and is located in Rochester, New Y…

1
Kang in Cuffs , 69 attack, and King Nasir takes on Africa ? 1:52:54

1+ y ago1:52:54

1:52:54

The fellas discuss Jonathan Majors recent arrest in Ney York , ^( get the beats in a LA fitness and King Nasir takes on africa. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Policing her Dress or Showing Respect and Do Children Belong to the Mother ? 2:04:03

1+ y ago2:04:03

2:04:03

The Fellas are joined by Quan , Chanekka , Keke and Miss Information to discuss how women in film industry are affected by nudity ? Should Russell policed his wife attire to Barely There After Party , and what should a husband--- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support…

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EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates 1:01:26

1+ y ago1:01:26

1:01:26

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. Celeb…

1
The Great BBW Debate 1:24:09

1+ y ago1:24:09

1:24:09

Cop City pack in the air and protest in Atlanta, Ye was right ? , should North be on TikTok w/ Ice Spice, and what is a BBW. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Ja Morant: Basketball Superstar or Troublemaker 1:32:33

1+ y ago1:32:33

1:32:33

The fellas discuss Ja Morant recent suspension and allegations, Is Michael B corny , and we react to the House of Hypocrites --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Half Hard - The Thoughtful Narcissist Podcast 2:00:08

1+ y ago2:00:08

2:00:08

Stephen Curry joins neighbors in blocking afford housing in his luxury area. Is he an opp or handling business and does Wop and Rhetoric want broke women. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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The Street Know Ya Name - The Thoughtful Nacissist Podcast 1:17:34

1+ y ago1:17:34

1:17:34

Native Atlanta director Cornell Patrick and Atlanta Artist Tha Uno join the fellas to discuss valentine day, Rihanna's superbowl performance and the struggle between corporate and independent art --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support…

1
Exploit Your Leisure 1:36:44

1+ y ago1:36:44

1:36:44

The Fellas talk Chiefs/Eagles Superbowl, Lebron's Legacy , and ask if Earn Your Leisure for the culture --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
22 Samuels - The Thoughtful Narcissist 1:07:58

1+ y ago1:07:58

1:07:58

Coppin St awards a mexican students MS Coppin St while Albany St recruits white quarterback o used the N word, 22 controversial tweet and are BBL done --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial 52:53

1+ y ago52:53

52:53

The COO Roundtable Episode 49 By PFI Advisors Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways - Edgar Collado of Tobias Financial Advisors and Alex Satterfield of Byron Financial. Tobias Financial Advisors is based in Florida and has a strong foundation in tax planni…

1
Family Lotion - The Thoughtful Narcissist Podcast 1:19:20

1+ y ago1:19:20

1:19:20

FBG Momma drops the onlyfans, 3LW star trained by B2K, and the tragic shooting in Memphis --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Dyking is My Liking 2:07:26

2y ago2:07:26

2:07:26

Young Miami talks about getting pee'd on , Can you stay with your partner after a life changing accident. Ed Reed fired and wealthy gay Atlanta couple arrested for pedo ring --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Going Back to Condoms 2:11:27

2y ago2:11:27

2:11:27

Torey Lanez case recap, Kia Cenat party went wrong , Bill Cosby is back touring and Is Andrew Tate a savior or a monster? The fellas answer a supporters question. --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group 50:29

2y ago50:29

50:29

The COO Roundtable Episode 48 By PFI Advisors For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl Seaton, President at Sowell Management and Barrett Karvis, Managing Director and Chief Operating Officer of Edge Capital Group. Sowell Management is headquartered in North Little Rock, A…

1
Intergration destroyed the community 59:35

2y ago59:35

59:35

The fellas talk the status of the black community --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Meet Rod T 38:26

2y ago38:26

38:26

TTNP discuss Rod T path to founding is own non profit and Team Health Sports Inc --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Gunna said Yes Ma'am 1:00:00

2y ago1:00:00

1:00:00

Tory lanez trial ,Fellas discuss the trial before the verdict, and we break down if gunna snitch on young thug--- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Deion Last Game pt 2 40:40

2y ago40:40

40:40

Things get heated in a conversation about Deion last game with jackson state --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Deion Last Game pt 1 15:00

2y ago15:00

15:00

The fellas do a deep dive Deion Sanders career at Jackson St and discuss what his last means --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

1
Brittney Griner Traded for the Merchant of Death 1:40:32

2y ago1:40:32

1:40:32

WNBA star Brittney Griner returned to the US after Russian detainment, New R Kelly album release then pulled from all streaming siites, Celibacy journey , Lori Harvey NDAs and more --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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Deion Sanders Sold Us Out 1:11:03

2y ago1:11:03

1:11:03

Deion "Prime Time" Sanders accept the head coach position at Colorado. Was this a positive for HBCU culture ? --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support

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EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth 55:44

2y ago55:44

55:44

The COO Roundtable Episode 47 By PFI Advisors For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial, and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family f…

1
Summer Walker Explores Hoe Hop 1:38:21

2y ago1:38:21

1:38:21

The Punch heard around the internet; No Jumper cohost Suspect the Almighty vs Kelpy the pimp, later we ask are you responsible for the action of your crazy girlfriend. And does Hoe Hop have checks and balances ? --- Support this podcast: https://podcasters.spotify.com/pod/show/the-thoughtful-narcissist-podcast/support…

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