In the 34th episode of The COO Roundtable, Matt welcomes two amazing guests: Jenn Papadopolo, COO of RegentAtlantic, and Matt Wiles, COO of Crestone Capital.  RegentAtlantic is headquartered in Morristown, New Jersey and has a satellite office in New York City.  They have 70 employees and manage $6B in AUM.  With 50 employees and approximately $3.5 billion of AUM, Crestone Capital is headquartered in Boulder, Colorado and has offices in Denver, Austin, Los Angeles, and a brand-new office in Salt Lake City.  Matt, Jenn, and Matt discuss the intersection of HR and Operations and much more, including:  An overview of each firmEach guest’s career background, including Jenn’s long tenure at RegentAtlantic and the unique perspective Matt has gained from being both an advisor and COOThe different services each firm offers their clients beyond traditional wealth managementHow each guest acknowledges and empowers their ops teamsThe biggest challenge they are each facing todayWe hope you enjoy, share, and subscribe!You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify.Sign up here to be notified of new practice management content added to our blog on a regular basis.