Best Cameron Hodge Podcasts (2024)

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Episode 65 - Rebecca Davis & Joe Klein 41:23

29d ago41:23

41:23

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Ope…

1
Episode 64 - Adrian Chastain & Kailee Ostroski 48:42

2M ago48:42

48:42

In this episode, Matt welcomes COO Adrian Chastain of Gratus Capital and Partner and COO Kailee Ostroski from Connecticut Wealth Management. Gratus Capital manages approximately $3 billion of client assets, has 50 team members, and is located in Atlanta, GA. Connecticut Wealth Management, in Hartford, CT, has 65 team members and oversees about $3.3…

1
Jessica Brooke: Oiled and Pumped 13:12

3M ago13:12

13:12

Jessica Brooke steps into the world of bodybuilding at 19, trading her sneakers for heels and embarking on a journey of discipline, strength, and self-discovery. A story of transformation—where intense workouts sculpt her body but also test her limits, pushing her to the brink. Recorded live at Barefaced Stories at Fremantle Arts Centre, the theme …

1
Episode 63 - Do's and Don'ts of COO Onboarding 23:24

3M ago23:24

23:24

In his third ever monologue “rant,” Matt takes a break from our normal interview format to speak directly to RIA owners and COO candidates to discuss the “Do’s and Don’ts of COO Onboarding.” Referencing conversations with COOs, past articles he’s written, and former podcast guests, Matt urges RIA owners to have a clear understanding of what they ne…

1
Cody Cameron-Brown: Sweet Choc Bomb O' Mine 13:20

3M ago13:20

13:20

Cody Cameron-Brown, works at Luna Cinema and has crafted thousands of Perth’s finest choc bombs. One day, out of nowhere, Guns 'n Roses strolls in. More than a surprise — it's a dive into the past. Cody lands face to face with his younger self, the music that defined him and one of the greatest guitarists of all time. Recorded live at Barefaced Sto…

1
Steve Rodgers: Trust Fall 15:04

3M ago15:04

15:04

Steve Rodgers is the the kind of guy you root for: earnest, eager, and with a cheeky genuine grin. He lands a role alongside Hugo Weaving - yes, the Hugo Weaving. And in an open rehearsal for the media the cast begin doing trust falls. You know, that exercise where your partner catches you? Steve's paired up with Hugo, and let's just say things don…

1
Georgina Beyer: World's First Transgender Mayor 15:43

4M ago15:43

15:43

We pay tribute to a true trailblazer, Georgina Beyer, whose legacy stretches far beyond the beautiful mountains of New Zealand. 🇳🇿 Georgina Beyer, a figure of courage and resilience, made history as the world's first openly transgender mayor. Her journey was not without its hard yakka, but her spirit, undeterred, blazed a path for sex workers, LGBT…

1
Ben Sutton: Becoming Fintan Goolan 12:38

4M ago12:38

12:38

Ben Sutton's leap into the role of Fintan Goolan wasn't just an acting gig—it brought him face-to-face with a horse named Warrior. Recorded live at Barefaced Stories, the theme of the night was A Spot of Bother. NEXT SHOW: Celebrity & Stardom, 28 Mar BOOK HERE Barefaced Stories are told live onstage in Western Australia, and is Australia’s leading …

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Episode 62 - Megan Hannah of Emerald Advisors and Spencer Rand from Five Oceans Advisors 46:27

4M ago46:27

46:27

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 Com…

1
Alexandra Geneve: Good Morning Sovereign 11:45

4M ago11:45

11:45

Our skin is the largest organ of our bodies. And, as Alexandra Geneve reflects, it is also the largest witness to the lives we lead. This story was told at Barefaced Stories in Perth, the theme of the night was TURNING POINTS, November 26, 2020. NEXT SHOW: Celebrity & Stardom, 28 Mar BOOK HERE Barefaced Stories are told live onstage in Western Aust…

1
Cheyne Pearce: Man vs. The Man 13:25

4M ago13:25

13:25

Cheyne Pearce is on the cusp of securing a once-in-a-lifetime mobile phone deal when, mysteriously, the call with the telco salesman drops. Upon redialing, Cheyne discovers, to his disbelief, that the incredible deal has “vanished”. Refusing to take 'no' for an answer, Cheyne embarks on a telephonic odyssey - days on hold, elevator music, scribblin…

1
Tiffany Moffat: Tree Sitter 15:36

5M ago15:36

15:36

Armed with tins of food, wet wipes, and magazines, Tiffany Moffat's not your average camper. Her adventure? A tree sit in the Beelier Wetlands, living on a precarious platform to halt road construction, where every day is a tussle with the police and the thrill of potential arrest. This gripping and funny story about environmental activism featured…

1
William Gammel: Tackle Power 13:13

5M ago13:13

13:13

William Gammel's workplace was one of Australia's largest warehouse stores – a place famed for weekend sausage sizzles and trolley-riding dogs. Here, amidst aisles of bargains, Will faced a different challenge: shoplifters as common as discounted garden soil. But Will stood out – not just any employee, he tackled the thieving bandits with a unique …

1
Ep 61 - Janelle Anderson of Grand Wealth Management & David Lehman of Wealthbridge Advisors 54:52

5M ago54:52

54:52

We welcome Janelle Anderson and David Lehman for Ep 61! Janelle is the Operations Manager and Chief Compliance Officer at Grand Wealth Management, located in Grand Rapids, MI. The firm manages approximately $600 million and has 13 employees. Matt and Janelle met at a DFA study group in May 2023. David is a financial advisor and the Chief Operating …

1
Shane Hodge: The Cost of the Grind 14:18

5M ago14:18

14:18

Back in 2014, Shane Hodge seemed to have it all: a spot in the top 10% of earners, a loving family, and a marathon under his belt. But beneath this facade of success, his life was quietly unraveling. Shane's tale isn't just a story of hustle; it's a revealing look at the toll of workplace burnout, a silent battle many face. This story was told at B…

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Rachel McMurray: Rachel's Luck 13:04

5M ago13:04

13:04

Rachel and her partner set off across Europe in their trusty old van, anticipating an adventure of a lifetime. But as they roll down the windows, a mysterious noise from within the van puts Rachel's notorious 'luck' to the test. It's a tale of unexpected companionship. This story was told at Barefaced Stories in Perth, the theme of the night was RI…

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Rosie Rogers: Too Much Information Dad 15:45

5M ago15:45

15:45

As the youngest of four sisters, Rosie grew up in what many would call an 'instant girl gang', a close-knit clan where everyone wanted a slice of their sisterhood. But beware, with great closeness comes... well, hilariously unclear boundaries! This story was told at Barefaced Stories in Western Australia, the theme of the night was All That Glitter…

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Ep 60 - Amber Salzman of Capstone Financial Advisors & Jean Paul Atallah of RZH Advisors 37:29

6M ago37:29

37:29

Episode 60 marks our 5-year anniversary, and Matt was feeling nostalgic for this conversation with Amber Salzman of Capstone Financial Advisors and Jean Paul Atallah of RZH Advisors. Amber is Manager of Client Services and a partner of the firm, which is located in Downers Grove, IL, and manages approximately $1.8 billion with 35 employees. She als…

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Luke Joseph Ryan: Dealing Chairs 12:41

6M ago12:41

12:41

Lockdown has forced a lot of people to become more flexible in the way that they do business – drug dealers included. For Luke Joseph Ryan, the schemes by which he was getting his weekly weed fixes were almost wilder than the drug highs themselves. This story was told at Barefaced Stories in Perth, the theme of the night was WORTH IT, 6 May 2021. Y…

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Ron Bradfield Jnr: Water Lapping Against Ankles 23:18

6M ago23:18

23:18

Although he can’t quite remember all the details, Ron Bradfield Jnr once got to sitting naked on a limestone rock, his feet immersed in sea water, ready to hand himself over to the ocean. This story was told at Barefaced Stories in Perth, the theme of the night was REALITY CHECK, 25 March 2021 at The Rechabite Hall See Ron's story on YouTube PLEASE…

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Samantha Bickell: Yellow Plastic Raincoat 14:17

6M ago14:17

14:17

Samantha Bickell took Friday afternoon drinks with her workmates as the perfect opportunity to share her experiences studying animal science which were certainly… stimulating, to say the least. This story was told at Barefaced Stories in Perth, the theme of the night was DIRTY WORK, 29 October 2020 at The Rechabite Hall Barefaced Stories are told l…

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Michael Phillips: The Venturi Effect 17:00

6M ago17:00

17:00

What happens when you combine 12-months of grieving, a shed-dwelling boomer father, your mother’s ashes, and an 80s tourism relic helicopter? A physics lesson, of course. This story was told at Barefaced Stories in Perth, the theme of the night was I SH*T YOU NOT, 24 September 2020 at The Rechabite Hall See Michael's story on our YouTube channel he…

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Izzy Wilson: Tampon 17:58

7M ago17:58

17:58

If we’ve learnt anything in these recent times, it’s that the end of a lockdown is a celebratory event. For Izzy Wilson, this ensued a wild night out complete with magnum wine, early morning pho and a missing tampon. This story was told at Barefaced Stories in Perth, the theme of the night was WORTH IT, 6 May 2021 @ The Rechabite Hall. Check out Iz…

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Eric Schwarz: My Father 15:40

7M ago15:40

15:40

Growing up in Pharr, Texas as the smallest, nerdiest and gayest kid in class was made possible for Eric Schwarz through his father’s unconditional love. When Eric finds himself far away from Pharr with a burgeoning personal and professional life, he faces harrowing news about his father. This story was told at Barefaced Stories in Perth, the theme …

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From Marine Veterans to Real Estate Victors: Navigating the Path to Entrepreneurship 50:23

7M ago50:23

50:23

Ever wonder how a Marine veteran finds his way into real estate entrepreneurship? Well, we got the story for you! In our chat with Anthony Hamilton, he shares his monumental journey from his humble beginnings in Rochester, New York, through his service in the Marine Corps, and right into the throbbing heart of the real estate industry. Embrace the …

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Ep 59 - Allison Felix of Cassaday & Company & Erika Yelle of Coldstream Wealth Management 56:03

7M ago56:03

56:03

With “The Sabbatical Episode,” Matt welcomed two highly respected RIA professionals to tackle a topic not often discussed in our industry: mental health. Allison Felix, a two-time guest to the podcast, is Managing Partner and Chief Operating Officer of Cassaday & Co. Erika Yelle is Chief Compliance Officer at Coldstream Wealth Management. Both gues…

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Busta Nezz: Modern Primitive 14:42

7M ago14:42

14:42

In the late 1980s, Busta Nezz pierced the anarcho-punk movement in Perth as well as his own body many, many times. This story was told at Barefaced Stories in Perth, the theme of the night was BRING THE PAIN, 29 July 2021. PLEASE NOTE: The following story contains material that may be triggering to some audiences. Check out the video of Busta's sto…

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Eliza Smith: How to Fake a Dead Body 9:03

7M ago9:03

9:03

In the week of her fifteenth birthday, Eliza Smith had some important life lessons handed to her. Mostly, she learnt the rules of how to fake a dead body to break someone out of prison, but she also learnt a lot about family. This story was told at Barefaced Stories in Perth, the theme of the night was HERE COMES TROUBLE, 24 June 2021 at The Rechab…

1
Pinno: Spelunking 13:50

8M ago13:50

13:50

Near-death experiences are often described as involving a sense of bodily detachment, intense reflection, complete bliss or even paralytic fear. There have also been reports of hearing Oasis’ album on repeat and enjoying Mars bars while you’re stuck in a cave that’s quickly filling with freezing water. This story was told at Barefaced Stories in Pe…

1
Asha Kiani: Mum 11:39

8M ago11:39

11:39

Asha Kiani wasn’t scared, and she didn’t cry when her mum passed away from cancer. She reflects on how managing her mum’s illness and reading her eulogy at 12 years-of-age taught her life lessons that some people never learn in a lifetime. This story was told at Barefaced Stories in Perth, the theme of the night was BRING THE PAIN, 29 July 2021 at …

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Jacob Sgouros: Skipper’s Calves 12:51

8M ago12:51

12:51

For most people, break-ups can be a time of intense introspection and mourning. For Jacob Sgouros, however, it was the perfect opportunity to win his ex-girlfriend back. PLEASE NOTE: The following video contains material that may be triggering to some audiences. If any tricky feelings arise for you we recommend contacting Lifeline Australia on 13 1…

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Ep 58 - Cameron Herold Author of The Second in Command: Unleash the Power of Your COO 30:17

8M ago30:17

30:17

For this episode, we step away from our normal format of speaking with operations professionals in the trenches, to speaking with an author and entrepreneur about the role of the COO. Cameron Herold has written a fabulous book directed at CEO’s who are contemplating hiring a COO, titled, Second in Command – Unleash the Power of Your COO. He is also…

1
Adam Lees: Uncle Michael 13:33

8M ago13:33

13:33

Adam Lee’s uncle was ripped away from his family at 7 years-of-age which sparked a life of anger and torment. When dressing his uncle’s body before the funeral, Adam reflects on the difficulties his uncle faced, and on the positive legacy he left behind. This story was told at Barefaced Stories in Perth, the theme of the night was DIRTY WORK, Octob…

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Ep 57 - Trevor Hodges of Sax Wealth Advisors & Sean Chen of Validus Capital 29:28

9M ago29:28

29:28

Matt welcomes two long-time RIA operations professionals for Episode 57. Trevor Hodges is the relatively new Director of Operations at Sax Wealth Advisors, headquartered in Parsippany, New Jersey with a few offices in the New York and New Jersey area. While he has spent his entire career within the RIA space, Trevor joined Sax Wealth a few months a…

1
Ep 56 - Rachel Rant of Aspen Capital Management & Scott Swanson of Quantum Financial Advisors 39:36

10M ago39:36

39:36

The COO Roundtable Episode 56 Powered by Coldstream Wealth Management For Episode 56, Matt invited two operations professionals that he met at a DFA Operations Strategy session earlier this year. Rachel Rant is a partner and Director of Operations at Aspen Capital Management, located in Boise, ID. Scott Swanson is a partner, Chief Operating Officer…

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Ep 55 - Tee Meeks of Waddell & Associates & Cory Jackmuff of BLB&B Advisors 56:36

11M ago56:36

56:36

The COO Roundtable Episode 55 Powered by Coldstream Wealth Management Matt was joined by two thoughtful and experienced Operations professionals for Episode 55. Tee Meeks is the Chief Administrative Officer and Chief Compliance Officer at Waddell & Associates, headquartered in Memphis, TN. Cory Jackmuff, from BLB&B Advisors in Montgomeryville, PA, …

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Ep 54 - Bryce Wisan of Sepio Capital & Angie Tower of Prairie Capital Management 53:43

12M ago53:43

53:43

The COO Roundtable Episode 54 Powered by Coldstream Wealth Management In Episode 54, Matt is joined by two operations professionals he has worked with in the past. Bryce Wisan is the Managing Director, CFO, and CCO with Sepio Capital, headquartered in Salt Lake City, UT. Angie Tower is Managing Director and COO at Prairie Capital Management, locate…

1
EP 53 - Julie Higgins of Geometric Wealth Advisors and Kevin Galvin of Hopwood Financial Services 1:04:30

1y ago1:04:30

1:04:30

The COO Roundtable Episode 53 Powered by Coldstream Wealth Management With episode 53, Matt welcomes two guests that both take a very measured approach to Operations at their firms: Julie Higgins, Chief Operating Officer at Geometric Wealth Advisors and Kevin Galvin, Executive Vice President and Senior Advisor with Hopwood Financial Services. Geome…

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EP 52 - Matt Sonnen of Coldstream Wealth Management 22:00

1y ago22:00

22:00

The COO Roundtable Episode 52 Powered by Coldstream Wealth Management In episode 52, Matt assures our listeners that no major changes will occur with the podcast moving forward, despite its new sponsor (and Matt’s new employer), Coldstream Wealth Management. As of May 1, 2023, Matt has taken the role of Chief Operating Officer at Coldstream, headqu…

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EP 51 - Vince Crane of Flower City Capital and Zach Morris of Paces Ferry Wealth Advisors 45:32

1y ago45:32

45:32

The COO Roundtable Episode 51 By PFI Advisors For our 51st episode, Matt welcomed two operations professionals who run relatively new firms, Vince Crane, COO, CCO and Partner of Flower City Capital and Zach Morris, Managing Partner and Founder of Paces Ferry Wealth Advisors. Flower City Capital was founded in 2016 and is located in Rochester, New Y…

1
EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates 1:01:26

1+ y ago1:01:26

1:01:26

The COO Roundtable Episode 50 By PFI Advisors For our milestone 50th episode, Matt is joined by two guests who are equally committed to highlighting the importance of professional management across the RIA industry: Allison Felix, Managing Partner and Chief Operating Officer of Cassaday & Co. and Scott Brown, President of Pinnacle Associates. Celeb…

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EP 49 - Edgar Collado of Tobias Financial Advisors & Alex Satterfield of Byron Financial 52:53

1+ y ago52:53

52:53

The COO Roundtable Episode 49 By PFI Advisors Our latest episode of The COO Roundtable features two guests who challenge our audience to think of the COO role in different ways - Edgar Collado of Tobias Financial Advisors and Alex Satterfield of Byron Financial. Tobias Financial Advisors is based in Florida and has a strong foundation in tax planni…

1
EP 48 - Daryl Seaton of Sowell Management & Barrett Karvis of Edge Capital Group 50:29

1+ y ago50:29

50:29

The COO Roundtable Episode 48 By PFI Advisors For our first podcast of the new year (and our fourth year running!), Matt is welcomed by two exciting guests – Daryl Seaton, President at Sowell Management and Barrett Karvis, Managing Director and Chief Operating Officer of Edge Capital Group. Sowell Management is headquartered in North Little Rock, A…

1
EP 47 - Julie Allen of FirstWave Financial & Chris Pelch of Vance Wealth 55:44

1+ y ago55:44

55:44

The COO Roundtable Episode 47 By PFI Advisors For our final episode of 2022, we were joined by two incredible members of our COO Society community: Julie Allen, Vice President of Business Operations at FirstWave Financial, and Chris Pelch, Chief Operating Office of Vance Wealth. FirstWave Financial began as a CPA firm in 1995 with a strong family f…

1
EP 46 - Stacey McKinnon of Morton Wealth 1:15:01

1+ y ago1:15:01

1:15:01

The COO Roundtable Episode 46 By PFI Advisors Our latest episode of The COO Roundtable features a rare single-guest format. Stacey McKinnon of Morton Wealth recently wrote an important paper titled, “Your Career is Up to You” which features Philip Palaveev of the Ensemble Practice. Matt and Stacey discuss the paper by turning the spotlight inward a…

1
EP 45 - Michael Wagner of Omnia Family Wealth & Ben Gurley of Heartwood Wealth Advisors 45:43

1+ y ago45:43

45:43

The COO Roundtable Episode 45 By PFI Advisors Our latest episode of The COO Roundtable features two leaders of relatively young and evolving RIAs. We are joined by Michael Wagner, Co-Founder and Chief Operating Officer of Omnia Family Wealth and Ben Gurley, Director of Heartwood Wealth Advisors. Omnia Family Wealth was launched in 2015 and started …

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EP 44 - Crystal Creekmore of SYM Financial Advisors & Gary Bonner of Southwestern Investment Group 35:44

2y ago35:44

35:44

In the “Reggie Jackson episode” of The COO Roundtable, Matt welcomes two thoughtful leaders of their organizations, Principal and Chief Compliance Officer of SYM Financial Advisors, Crystal Creekmore, and returning guest Gary Bonner, COO of Southwestern Investment Group. SYM Financial Advisors is headquartered in Winona Lake Indiana and has 5 offic…

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EP 43 - Amanda Barrale of Moneta & Eric Sontag of Wealthspire 46:14

2y ago46:14

46:14

In our latest episode of The COO Roundtable, Matt welcomes two impressive guests: Amanda Barrale, Chief Platform Officer of Moneta and Eric Sontag, President and Chief Operating Officer of Wealthspire. Moneta is headquartered in St Louis and has offices in Kansas City, Denver, and Boston and currently manages $32.8B in AUM with 440 employees. Wealt…

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EP 42 - Kristie Clayton of iMatter and the Visionary Forum & Melissa Bushman of AltruVista 50:31

2y ago50:31

50:31

In our latest episode, Matt welcomes two incredible guests: Kristie Clayton, Integrator at iMatter and the Visionary Forum, and Melissa Bushman, VP of Operations at AltruVista. Kristie’s experience in banking and credit unions led her to wealth management where she found her true passion – leading teams and developing people to their full potential…

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EP 41 - Lauren Oschman, Tommy Martin, & Brad Quick of Vestia Personal Wealth Advisors 1:03:43

2y ago1:03:43

1:03:43

For the 41st episode of The COO Roundtable, Matt welcomes three special guests from Vestia Personal Wealth Advisors – CEO and Co-founder, Lauren Oschman, Co-founder and board member, Tommy Martin, and Partner and Chief Operating Officer, Brad Quick. Vestia has offices in Fort Wayne, IN, Indianapolis, IN, Los Angeles, CA, and Omaha, NE. They current…

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