Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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Content provided by Coldstream Wealth Managment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coldstream Wealth Managment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors
Manage episode 404943995 series 3281768
Content provided by Coldstream Wealth Managment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coldstream Wealth Managment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Compliance officer at Five Oceans Advisors, headquartered in Los Angeles with a fully remote staff, managing around $500 million. Matt, Megan, and Spencer discuss their varied histories in the business, the fact that both guests have earned their Chartered Financial Analyst (CFA) designation, as well as:
- How their background in investments has shaped their approach to Operations
- What led both firms to land on their ideal client persona
- Services offered outside of traditional wealth management
- Recuriting and hiring strategies
- The importance of employee retention and culture
We hope you enjoy, share, and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
68 episodes
Share
Manage episode 404943995 series 3281768
Content provided by Coldstream Wealth Managment. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Coldstream Wealth Managment or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
We are joined by Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors for Ep 62. Megan has the unique position of Chief Operating Officer and Portfolio Manager. Emerald Advisors is located in Bellevue, WA and manages approximately $700 million of client assets. Spencer has the dual role of Director of Operations and Chief Compliance officer at Five Oceans Advisors, headquartered in Los Angeles with a fully remote staff, managing around $500 million. Matt, Megan, and Spencer discuss their varied histories in the business, the fact that both guests have earned their Chartered Financial Analyst (CFA) designation, as well as:
- How their background in investments has shaped their approach to Operations
- What led both firms to land on their ideal client persona
- Services offered outside of traditional wealth management
- Recuriting and hiring strategies
- The importance of employee retention and culture
We hope you enjoy, share, and subscribe on Google Podcasts, Apple Podcasts, or Spotify.
68 episodes
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Similar to The COO Roundtable
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
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continue reading
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