RIA Institute’s Senior Delegate Roundtable 2023 | Institutional Investor | 20 September 2023 | Beverly Wilshire, A Four Seasons Hotel, 9500 Wilshire Blvd, Beverly Hills, CA 90212, USA

It 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 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.

2023 Speakers

ADVISORY BOARD:

Corey Boller
CFA, Manager, Capital Management Group, Rehmann

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

Jonathan Dane
Founder and Chief Investment Officer, Defiant Capital Management

Philip R. Huber
CFA, Chief Investment Officer, Savant Capital Management

Andrew Kelsen
Head of Alternative Investments, Moneta

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

Rita Lee
CPA, PFS, CGMA, CDFA, Partner, Cerity Partners

Grace Moore
CFA, FRM, CQF, Vice President – Manager Research, Diversified Trust

Christopher Osmond
CFA, CAIA, CFP, Chief Investment Officer, Centura Wealth Advisory

Larry Peery
II, Managing Partner & Chief Investment Strategist, Cavria Advisors

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

Brian Pollak
CFA, Partner, Portfolio Manager, Evercore

Joseph P. Zappia
CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisors

Teresa J.W. Bailey
CFP, CDFA, Director of Development and Senior Wealth Strategist, Waddell & Associates

Jacqueline “JaQ” Campbell
President/Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth

Will Cerynik
Director of Advisor Development & Services, Ashton Thomas Private Wealth

Nick Clay
CFP, CPWA, AIF, AAMS, Managing Partner & Senior Financial Advisor, BCS Wealth Management

Jim DeCarlo
Chief Growth Officer, Wealthspire Advisors

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

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

Lauren Sigman CFP
Managing Director, Principal, Robertson Stephens

Natalia Tchetchoulina
Partner, Cerity Partners

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

Allison Berger
CFP, CeFT, Partner, Financial Advisor, Financial Symmetry

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

Simon Tryzna
CFA, Portfolio Manager, Palo Alto Wealth Advisors