Matt Sonnen

Chief Operating Officer at Coldstream Wealth Management

Speaker

Matt Sonnen is the founder of the COO Society – a coaching and community platform designed to provide rigorous and well-rounded training for RIA operations professionals. He has been the host of the COO Roundtable podcast for over 6 years, where he interviews operations leaders in the RIA space. In May 2023, he became the COO of Coldstream Wealth Management, a $11 billion RIA headquartered in the Pacific Northwest.

Before joining Coldstream, Matt was Founder and CEO of PFI Advisors – a firm dedicated to consulting RIA owners on best infrastructure and culture practices. He started his career at Merrill Lynch in the late ‘90s and was later introduced to the RIA marketplace when he helped build the infrastructure for Luminous Capital prior to its founding in 2008. As COO and CCO at Luminous, he navigated technology and compliance challenges as the firm grew from $1.7 billion in assets to nearly $6 billion in less than five years. Luminous Capital sold to First Republic Bank in 2012, after which Matt headed to Focus Financial Partners in New York City where he helped partner firms streamline operations and improve back-office efficiencies.

Matt has been a thought-leader in our industry – publishing over 270 practice management articles, research papers, and podcasts.