Venue
Renaissance Waterfront Hotel
Renaissance Waterfront Hotel, 606 Congress St, Boston, MA 02210, USA

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Event Date Thu Jun 13 EDT - Fri Jun 14 EDT (over 2 years ago)
Location Renaissance Waterfront Hotel
606 Congress St, Boston, MA 02210, USA
Region Americas
Details

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest‐growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

Speakers

2019 Speakers

Beverly Flaxington
The Human Behavior Coach, Bestselling & Gold-Award Winning Author

Jeffrey Assaf
Senior Managing Director, ICG Advisors

Toussaint Bailey
Chief Executive Officer, Enso Wealth Management

Stuart Blair
Director of Research, Canterbury Consulting

Ken Bower
CEO, Managing Director, Clayton Financial Group, LLC

Debra Brennan Tagg
President, Brennan Financial Services

Jonathan Foster
President & CEO, Angeles Wealth Management

Eric Godes
President and Chief Operating Officer, Daintree Advisors

Andy Hart
President, Delegate Advisors

Frederick Hinkley
Wealth Manager, Manchester Capital Management, LLC

William Hornbarger
Chief Investment Officer, Moneta Group

Rita Lee
Director of Research, Vice President, Principal, Brouwer & Janachowski

Cosmin Lucaci
Vice President, Brownson, Rehmus & Foxworth

John Mannix
Chief Executive Officer, Baldwin Brothers

Biff Pusey
Partner, Kimble Advisory

Fariba Ronnasi
Principal, Elite Wealth Management

Matthew Sexton
Director, Clear Harbor Asset Management

Chris Shepherd
Managing Director, Wealth Advisory, Spearhead Capital Advisors, LLC

Scott Sorensen
Principal & Chief Investment Officer, Vigilant Capital Management

Lori Van Dusen
Chief Executive Officer, LVW Advisors

Joseph Zappia
Principal, Co-Chief Investment Officer, LVW Advisors