AN EXCLUSIVE, PRIVATE MEMBERSHIP BY RIAS FOR RIAS


* A Message to Our Clients and Attendees *


Our team continues to actively manage the situation around COVID-19. We will continue to apprise all registered attendees and clients of any updates.

About

RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We bring the key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration.

Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

The RIA Institute:

  • Works with an RIA Advisory Board of senior executives from the nation’s largest innovative and successful RIAs to ensure cutting-edge and relevant content throughout the year
  • Helps supporting members build relationships with senior, decision-making representatives from the nation’s premier RIAs. It helps our RIA members build their network with other RIAs.
  • Assesses new and innovative investment strategies, products, and vehicles that preserve and grow the wealth of RIA underlying clients and how they fit within specific wealth management portfolios.
  • Communicates best practices in firm management, including technology innovation, back-office management, succession planning options, hiring, and more, helping RIAs build and manage their businesses.

Become a Supporting Member

Supporting Members

Allspring Global Investments 
Amundi Pioneer Investments
Blue Owl Capital
BNY Mellon
Capital Group
CAIS
Charles Schwab
Columbia Threadneedle Investments
Diamond Hill Capital Management, Inc.


 

Direxion
Inland Investments
John Hancock Financial
Macquarie Group
Nuveen Investments
LSV Asset Management
Thornburg Investment Management
Touchstone Investments

RIA Institute Advisory Board

All RIA Institute events are created for advisors, by advisors. The programs for all meetings are created with invaluable insights from our advisory board of senior executives from the nation's largest RIAs.

With that in mind, we are excited to announce our 2022 Advisory Board. 
 

Investments & Portfolio Construction

Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC

Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.

Carl Ludwigson, CFA, CQF, Director of Manager Research, Bel Air Investment Advisors

Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors

Eddie Phillips, Director of Private Investments, Heritage Wealth Advisors

Michael Ashley Schulman, CFA, Partner / Chief Investment Officer, Running Point Capital Advisors

Ronald J. Smolenski, Jr., CIMA, Managing Director of Research, Pitcairn

Scott Sorensen, CFA, Principal & Founder, Vigilant Capital Management

David Sterman, CFP, President and CEO, Huguenot Financial Planning

Practice Management & Culture

Michael Bisaro, AIF, President and CEO, StraightLine Group

Jeffrey J. Burney, Chief Strategy Officer, Crestone Capital

Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Jonathan Foster, President & CEO, Angeles Wealth Management

Michelle Katzen, CFP, CDFA, Managing Director, HCR Wealth Advisors

Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management

Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens

Debra Brennan Tagg, CFP, President, BFS Advisory Group

Natalia Tchetchoulina, Partner, Cerity Partners

Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors

Impact & Implementation

Toussaint Bailey, Chief Executive Officer, Enso Wealth Management

Steve Ellis, CFA, Founder and President, Colorado Capital Management 

Jennifer Kenning, CEO & Co-Founder, Align Impact

Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management

Carrie Peluso, CFA, MD, Head of Manager Research, State Street Global Advisors 

Contact

Please contact:

Bhuvna Doshi

Assistant Director, RIA Institute
Director, Investor Relations

+1 212 224 3071
bdoshi@iiforums.com

Please contact:

Bob Edmunds

Senior Executive Director


+1 646 634 8464
robert.edmunds@institutionalinvestor.com