Massey Quick Simon's guest appearances

Massey Quick Simon

The COO Roundtable

Amanda Green

Charles Schwab

Chris Keller

Mike Lee

Shaun Kapusinski

Doug Johnson

Matt Wiles

Lisa Cook

Mark Tibergien

Kelli Cruz

Heather Fortner

Mike Reed

Tom Preston

Eric Stephenson

Tommy Martin

OwlTail

Heather Goodman

In the seventh episode of The COO Roundtable, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick Simon.  Heather is the COO, President, and Co-Founder of True Capital and helps the firm manage $1.1 billion in client assets across two offices in San Francisco and Los Angeles with 36 employees.  Mark, Managing Partner, COO, and CCO, helps Massey Quick Simon manage over $4 billion in client assets across six office locations with 55 employees.  Matt, Heather, and Mark sit down to discuss their roles in sustaining their firms' plethora of family office services and much more, including:  The history and background of True Capital Management and Massey Quick Simon Heather and Mark’s respective professional backgrounds and how they’ve influenced their roles today Mark’s dual role of COO and CCO and the overlap he sees between the two Heather and True Capital’s internship program and the benefits it has provided the firm The unique hiring committee Mark has created at Massey Quick Simon How True Capital and Massey Quick Simon truly offer family office services Heather’s view on her role as COO in the M&amp;A recruiting process A very fitting Jerry Maguire reference!  We hope you enjoy, share, and subscribe! To subscribe to the podcast on iTunes, click here or to subscribe on Google Play, click here. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, click here.

In the seventh episode of <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">The COO Roundtable</a>, Matt sat down with Heather Goodman of True Capital Management and Mark DeLotto of Massey Quick Simon.  Heather is the COO, President, and Co-Founder of True Capital and helps the firm manage $1.1 billion in client assets across two offices in San Francisco and Los Angeles with 36 employees.  Mark, Managing Partner, COO, and CCO, helps Massey Quick Simon manage over $4 billion in client assets across six office locations with 55 employees.  Matt, Heather, and Mark sit down to discuss their roles in sustaining their firms' plethora of family office services and much more, including: <ul> <li>The history and background of True Capital Management and Massey Quick Simon</li> <li>Heather and Mark’s respective professional backgrounds and how they’ve influenced their roles today</li> <li>Mark’s dual role of COO and CCO and the overlap he sees between the two</li> <li>Heather and True Capital’s internship program and the benefits it has provided the firm</li> <li>The unique hiring committee Mark has created at Massey Quick Simon</li> <li>How True Capital and Massey Quick Simon truly offer family office services</li> <li>Heather’s view on her role as COO in the M&amp;A recruiting process</li> <li>A very fitting Jerry Maguire reference!</li> </ul> We hope you enjoy, share, and <a href="https://pfiadvisors.com/coo-roundtable/" rel="noopener noreferrer nofollow" target="_blank">subscribe</a>! To subscribe to the podcast on iTunes, <a href="https://itunes.apple.com/us/podcast/the-coo-roundtable/id1446368392?mt=2" rel="noopener noreferrer nofollow" target="_blank">click here</a> or to subscribe on Google Play, <a href="https://play.google.com/music/listen?u=0#/ps/Iu67zb3di5inzuczjoudqvgi76a" rel="noopener noreferrer nofollow" target="_blank">click here</a>. We are increasing the frequency of our own RIA practice management articles – to sign up to be notified of new content, <a href="https://pfiadvisors.com/blog/" rel="noopener noreferrer nofollow" target="_blank">click here</a>.

EP 7 - Heather Goodman of True Capital Management & Mark DeLotto of Massey Quick Simon