Massachusetts RIA Summit 2023 | Portfolio Summits | 4 April 2023 | Boston Park Plaza, 50 Park Plaza, Boston, MA 02116, USA

This annual summit is a one day meeting of more than one hundred registered investment advisors based across the state. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.

2023 Speakers

Andrew Busa, MSPFP, CFP, CCFC
Manager of Financial Planning, Adviser Investments

Timothy Nash, CFP, CFA, CAIA
Principal, Financial Planner, Chief Portfolio Srategist, Aequitas Investment Advisors

Cameron Rahbar, CFP
Wealth Strategist, Anchor Capital Advisors

Michele Hubley, IACCP
Co-Chief Operating Officer, Senior Vice President, Treasurer, HR, Appleton Partners

Allen Harris
Chief Executive Officer, Chief Investment Officer, Berkshire Money Management

David Umstead, PhD, CFA
Managing Principal, Founder, Cape Ann Capital

Jennifer Street
Chief Operating Officer, Chief Compliance Officer, Claro Advisors

Matthew Schroeder, CFP
Director of Financial Planning, Wealth Advisor, Great Point Wealth Advisors

David Perkins, CAIA
Chief Executive Officer, Hatteras Investment Partners

Drew Collins, CFA, MBA
Senior Managing Director, Magnus Financial Group

Brian Griggs, CFA
Managing Director, Portfolio Strategist, Nuveen

Mark Bogar, CFA, CAIA
Chief Investment Officer, Pallas Capital Advisors

Shannon Smith, CFP
Director of Planning & Client Experience, Pallas Capital Advisors

Leslie Heffernen, JD, LL.M, CPA
Managing Director of Fiduciary & Legal Services, Pitcairn

Samuel Jolly
Vice President, Prospect Capital

Elliot Herman, CFP, CPA
Chief Investment Officer, PRW Wealth Management

Sean Dranfield
Chief Executive Officer, PT Asset Management

Charles Failla, CFP
Founder, Chief Executive Officer, Sovereign Financial Group

Ed Coyne
Senior Managing Director, Global Sales, Sprott's Asset Manangement

David Norris
Partner, Head of U.S. Credit, TwentyFour Asset Management

Peter Phillips, CFA, CAIA
Chief Investment Officer, Washington Trust Advisors

Richard Byron
Chief Operating Officer, WIngate Wealth Advisors

Max Winthrop
Chief Executive Officer, Winthrop Wealth

2023 Sponsors

PARTNER SPONSOR:
• Hatteras Investment Partners

PRESENTING SPONSOR:
• PTAM

SPONSORS:
• Sprott
• Select Sector SPDRs
• Twenty Four
• Breckinridge
• Halo
• John Hancock Management
• Nuveen
• Prospect Capital
• Smartleaf