The COO Roundtable

Coldstream Wealth Managment

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.

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The COO Roundtable

Episodes (86)

Wednesday Episode 85: Josh Brier & Aldo Tarantini
Mar 4th Episode 84: Henry Lao & Ben Littman
Feb 3rd Episode 83: Alli Jordan & Emily Wilcox

The COO Roundtable

Apr 1, 2026
54½ minutes
49 MB

Matt welcomes Josh Brier, Chief Operating Officer of Connecticut Wealth Management, and Aldo Tarantini, Managing Director and former Director of Operations at Family Management Corporation. Connecticut Wealth Management, founded in 2010 out of an accounting business, recently celebrated its 15th anniversary. Today, the firm manages approximately $5 billion of client assets with a team of 70 employees. Family Management Corporation, based in New York City, began in 1989 as a family office for the two founders. Since then, it has grown to manage approximately $5 billion in client assets with a lean team of 23 professionals. After sharing their professional journeys and backgrounds, Josh, Aldo...

The COO Roundtable

Episode 85: Josh Brier & Aldo Tarantini

Coldstream Wealth Managment

00:00 -53:30