Ep 498: Hiring A COO And Creating Partnership Paths Early To Drive Enterprise Value On The Path To $3B AUM with Christine DeMao

Passing the torch to next-gen leaders requires more than paperwork; it demands deep cultural investment, transparent career pathing, and a training ground for collective decision-making. Today's guest highlights the profound personal and corporate transformations that happen when a firm commits to cultivating sustainable human capital.

Christine DeMao is the COO of Gibson Capital, a $3B national RIA serving ultra-high-net-worth families. In this episode, she shares her 18-year journey from entry-level portfolio administrator to "boomerang" equity partner. In this episode, Christine explains how her firm uses a transparent "Path to Partnership" framework to map out character, cultural leadership, and business prerequisites early in a hire's tenure. She also opens up about her survival of a severe burnout health crisis, revealing how it fundamentally changed how she leads, leverages peer networks, and models work-life balance to protect her team.

For show notes and more visit: https://www.kitces.com/498