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

The COO Roundtable

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7M ago 46:27

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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 Compliance officer at Five Oceans Advisors, headquartered in Los Angeles with a fully remote staff, managing around $500 million. Matt, Megan, and Spencer discuss their varied histories in the business, the fact that both guests have earned their Chartered Financial Analyst (CFA) designation, as well as:

How their background in investments has shaped their approach to Operations
What led both firms to land on their ideal client persona
Services offered outside of traditional wealth management
Recuriting and hiring strategies
The importance of employee retention and culture

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