Matt Sonnen

COO, Coldstream Wealth Management

Matt Sonnen is Chief Operating Officer at Coldstream Wealth Management, as well as the creator of the digital consulting platform The COO Society, which educates RIA owners and operations professionals how to build more impactful and profitable enterprises. He is also the host of the popular COO Roundtable podcast.

Matt’s Recent activity

Operations Has a Branding Problem

Feb 24, 2022

Don't be gaslit into believing that operations should take a subordinate role to sales and relationship management.

Adding to Your Team? Consider a Performance Reporting Analyst

Jan 25, 2022

As RIAs grow at record rates, it's important to keep pace.