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...

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...