
Navigating the COO Role in an RIA
Strategies for Success and Growth
Gain firsthand knowledge from seasoned COOs and elevate your understanding of the challenges, triumphs, and best practices associated with someone in this position within the RIA industry. With their many years of experience in the financial services industry, Lantz Hunt, COO of Carson Group and Matt Sonnen, Founder of COO Society are uniquely qualified to offer helpful guidance you can put to use today.
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This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth Management services offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.
1249-OAT-5/20/2024