RIA Connect 2024 - New York | InvestmentNews | 16 April 2024 | Conrad New York Downtown, 102 North End Ave, New York, NY 10282, USA
Venue
Conrad New York Downtown
Conrad New York Downtown, 102 North End Ave, New York, NY 10282, USA
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Apr 16 EDT (8 months ago) |
| Location |
Conrad New York Downtown
102 North End Ave, New York, NY 10282, USA |
| Region | Americas |
Details
The series is the key in-person networking and troubleshooting platform for RIA business owners, practice managers, and operations leaders. Against a backdrop of an ever-changing business landscape, there’s never been a greater time for RIAs to come together to develop best practice management and engage with strategies that will help futureproof their firms, optimize their client services, bolster bottom lines and accelerate business growth.
Speakers
2024 Speakers
KEYNOTE SPEAKER:
Joe Duran
CEO, Rise Growth Partners
SPEAKERS:
Blaine Aikin
Founder, Fiduciary Insights LLC.
Andrew Altfest
President, Altfest Personal Wealth Management
Ka’Neda N. Bullock
President and Founder, Master Plan Investment Group
James Burton
Global Managing Editor, InvestmentNews
Ali Criss-Kemp
CEO & Owner, Financial Insights
Chuck Failla
Founder + CEO, Sovereign Financial Group
Sharon Hayut
Senior Managing Director, Magnus
Kate Kammes
Principal and Chief Talent Officer, JMG Financial Group
James Lee
President, Lee Investment Management
Matt Matrisian
Head of Client Growth, AssetMark
Kay Lynn Mayhue
President, Merit
Steve Miksta
Founder & CEO / CTO, Oppty Unlimited
Jason Miller
Partner, Crewe Advisors
Liz Miller
Founder and President, Summit Place Financial Advisors, LLC
Liz Nesvold
Chair, Emigrant Partners & Vice Chair, Emigrant Bank
Christian C. Nwasike
Principal & Managing Partner, Practice Management Consultants LLC
Nina O’Neal
Partner and Investment Advisor, AIM Advisors
Matt Ohme
VP, RIA Distribution, Jackson National Life Distributors LLC
Lauren Oschman
Partner & Chief Executive Officer, Vestia
Hiren B. Patel
Executive Director and Head of Advisor Solutions, 55ip
Gabe Rissman
Co-Founder and President, YourStake
Knut A. Rostad
Co-Founder and President, Institute for the Fiduciary Standard
Thomas H. Ruggie, ChFC®, CFP®
Founder & CEO, Destiny Family Office, Destiny Wealth Partners, Destiny Alternative Investment Fund, and Ruggie Wealth Management
Suzanne Siracuse
CEO & Founder, Suzanne Siracuse Consulting Services
James Seth Thompson
Senior Vice President and Head of Diverse Markets Strategy, Bernstein Private Wealth Management
Bryan Staff
Managing Partner, Merchant
Shannon Spotswood
President, RFG Advisory
Eric Stephenson
Chief Operating Officer, Align Impact
Debra Brennan Tagg
President, BFS Advisory Group
Sponsors & Partners
2024 Sponsors
GOLD SPONSORS:
• AssetMark
• Jackson
SILVER SPONSORS:
• Advyzon
• Stone Castle
• Flyer Financial Technologies
• Fintello
• YourStake
ASSOCIATE SPONSOR:
• NAIFA