Episode 65 - Rebecca Davis & Joe Klein

The COO Roundtable

We are joined by Rebecca Davis of Greenspring Advisors and Joe Klein from The Bahnsen Group for Episode 65. Rebecca is the Director of Operations at Greenspring, headquartered in Townson, MD with additional offices in New Jersey and Pennsylvania. The firm has 41 team members and manages approximately $6.8 billion. Joe has the dual role of Chief Operating Officer and Executive Director of the firm’s Family Office offering. The Bahnsen Group is headquartered in Newport Beach, CA with offices in 6 other states. The firm manages about $5.5 billion of client assets and employs 60 team members. Matt, Rebecca, and Joe discuss what makes their firms unique from a cultural standpoint, as well as:

• How both firms leverage content marketing to drive organic growth
• What services and client experience they offer to make client relationships “sticky”
• The uniqueness of working at a founder-led RIA and how they both have worked to transition responsibilities away from the founder
• Time management techniques employed by both guests
• What strategies they execute to keep team members motivated and engaged