EP 34 - Jennifer Papadopolo of RegentAtlantic & Matt Wiles of Crestone Capital

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 firm Each guest’s career background, including Jenn’s long tenure at RegentAtlantic and the unique perspective Matt has gained from being both an advisor and COO The different services each firm offers their clients beyond traditional wealth management How each guest acknowledges and empowers their ops teams The biggest challenge they are each facing today We 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.