Stacey McKinnon

Chief Operating Officer of Morton Wealth, a California-based RIA managing approximately $3 billion in assets. Spearheaded a leadership training program to support middle managers.

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Dec 31, 2024 • 1h 30min

Ep 418: Developing The “Middle” Management Layer To Scale Up Team Leadership Capacity For $3B Of AUM with Stacey McKinnon

Stacey McKinnon, COO of Morton Wealth, discusses her innovative leadership training program designed for middle managers in a rapidly growing firm. As the team expanded from 30 to 60 employees, she tackled managerial challenges, identifying common archetypes and fostering effective communication. The podcast highlights the shift to a more flexible client meeting schedule, strategies for empowering a self-sustaining team, and insights from U.S. Women's National Soccer Team Coach Emma Hayes on nurturing leadership. Stacey emphasizes the importance of adjusting management styles to maintain productivity amidst growth.