EP 29 - Gina Bradley of Colony Group & Susan Korin of Balasa Dinverno Foltz

The COO Roundtable

In the 29th episode of The COO Roundtable, Matt welcomes two highly accomplished RIA professionals, Gina Bradley, COO & General Counsel of Colony Group and Susan Korin, COO & CCO of Balasa Dinverno Foltz (“BDF”). Colony Group is celebrating its 35^th anniversary this year and is headquartered in Boston, MA. With 15 offices nationwide and 260 employees, Colony Group manages $13B in AUM. BDF was also founded in 1986 and is headquartered in Chicago, IL. They have 67 team members and currently manage $5.3B in AUM. Matt, Gina, and Susan discuss the many areas a COO impacts their firm, how the COO manages people vs infrastructure, and much more including:

• Background of each guests’ firm including ideal client and service offerings
• Our guests’ professional background, including how they both became COOs and how they juggle their dual roles in their respective firms
• How their role as COO both supports and manages the growth in their organization and the infrastructure needed to achieve those goals
• Both firms’ vision (as of April 2021) of a post-COVID workplace
• The cultural impact the COO has on a firm

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