EP 50 - Allison Felix of Cassaday & Co. and Scott Brown of Pinnacle Associates

The COO Roundtable

The COO Roundtable Episode 50

By PFI Advisors

For our milestone 50^th 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. Celebrating their 30^th anniversary, Cassaday & Co was founded in 1993 and is a hybrid broker dealer and RIA. They are located in McLean, Virginia, have 85 employees, and currently manage $4.5B in AUM. Pinnacle Associates was founded in 1984 and has both an institutional and a wealth management component to their business model. They are located in New York City, have 65 employees, and currently manage just over $7B in AUM. Matt, Allison, and Scott discuss how the COO role impacts their teams internally, their firm holistically, and themselves personally, and much more including how each guest:

• Navigated their career path, including Allison’s journey from Executive Assistant to Chief Operating Officer, and Scott’s beginnings as General Counsel, to CCO, COO and now President
• Has continued to grow their skillset and advance their career
• Tackles the HR portion of their job
• Has affected their firm’s client experience and service offerings
• Manages to stay sane as they tackle all their role requires

And don’t miss Scott’s Godfather impression at the top of the interview!

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