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 provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.