RIA Institute

RIA East Investment Forum & RIA Intel Awards

Jun 5th - Jun 6th 2024
Four Seasons Hotel
Boston, MA

Please join us for Institutional Investor's 14th Annual RIA East Investment Forum and RIA Intel Awards.

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.


Become a Sponsor


The 2024 RIA Intel Awards Finalists

For more information on the RIA Intel Awards finalists, please visit www.RIAIntel.com


Jacqeline Campbell, President, CEO, Senior Wealth Advisor, Alexander Legacy Private Wealth

Carl Ludwigson, Managing Director, Bel Air Investment Advisors

Cosmin Lucaci, Director of Research, Brownson Rehmus & Foxworth

Chris Osmond, Chief Investment Officer, Centura Wealth Advisory

Natalia Tchetchoulina, Partner, Cerity Partner

Jack Ablin, Chief Investment Officer, Cresset Capital

Jonathan Dane, Managing Partner, Chief Investment Officer, Defiant Capital Group LLC

Adam Phillips, Managing Director, Portfolio Strategy, Partner, EP Wealth Advisors

Brian Pollak, Partner, Portfolio Manager, Evercore

Ted Halpern, President, Wealth Advisor, Halpern Financial

Steven Fraley, Principal, Director, Innovest

Henry Lao, Vice President of Manager Research, Mercer Advisors

Brian Andrews, Chief Investment Officer, Merit Financial Advisors

Bruce Milam, Chief Executive Officer, Miracle Mile Advisors

Chris Kamykowski, Head of Investment and Research, Moneta Group

Meghan Pinchuk, Chief Investment Officer, Partner, Morton Wealth

Daniel Kern, Chief Investment Officer, Nixon Peabody LLC

Rafia Hasan, Chief Investment Officer, Perigon Wealth Management, LLC

Bud Sturmak, CFP®, AIF®, Head of Impact Investing & Partner, Perigon Wealth Management, LLC

Lauren Sigman, Managing Director, Principal, Robertson Stephens

Patrick McGowan, Head of Alternative Investments & Manager Research, Sanctuary Wealth

Gina Beall, Director of Investment Research, Savant Wealth

Sean O'Dowd, Managing Director, Silvercrest Asset Management

Adam Recker, Head of Equities, Managing Director, The Mather Group

Dave Clayman, Co-Founder, Chief Executive Officer, Twelve Points Wealth Management



Apollo Global Management

Brookfield Asset Management

Capital Square

CION Investments

Franklin Templeton Investments/O'Shaughnessy Asset Management

John Hancock Investment Management


Macquarie Asset Management


MFS Investment Management

Nuveen/Churchill Asset Management

Pictet Wealth Management

Star Mountain Capital

Thornburg Investment Management

Touchstone Investments


For RIAs interested in attending and/or participating, please contact:
Cynthia Huynh
Executive Director, Head of Investor Relations Wealth Management

For Asset Managers interested in becoming a Supporting Member, please contact: 
Bob Edmunds 
Senior Executive Director