RIA Summit 2024 -Massachusetts | Portfolio Summits | 20 March 2024 | The Westin Copley Place, 10 Huntington Ave, Boston, MA 02116, USA
Venue
The Westin Copley Place
The Westin Copley Place, 10 Huntington Ave, Boston, MA 02116, USA
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| Event Date |
Thu Mar 21 ADT (9 months ago)
In your timezone (EST): Wed Mar 20 11:00pm - Wed Mar 20 11:00pm |
| Location |
The Westin Copley Place
10 Huntington Ave, Boston, MA 02116, USA |
| Region | Americas |
Details
This event is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New England. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.
Portfolio Summits content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management. Join us as we build industry and community.
Speakers
2024 Speakers
Tim Nash
Principal & Chief Portfolio Strategist, Aequitas Investment Advisors
Cameron Rahbar
Wealth Strategist, Anchor Capital Advisors
Michele Hubley
Co-COO, SVP, Treasurer, HR, Appleton Partners
Pete Chiappinelli
Chief Investment Officer, Ballentine Partners LLC
Joseph Trainor
Managing Partner, Boston Hill Advisors
Justin DuMouchelle
Partner, Cerity Partners
Marissa Fox
Chief Marketing Officer, Choreo Advisors
Michael Mullin
Chief Market Strategist, Claro Advisors
Chris Wilde
Chief Operating Officer & Investment Strategist, Connectus Wealth Advisers
Katherine Sheehan
Managing Director, Wealth Strategist, Crestwood Advisors
Erik Jefferson
Chief Investment Officer, Flagship Harbor Advisors
Richard Jacobson
Managing Director, Golub Capital
Michael Tucci
Chief Executive Officer, Co-Founder, Lexington Wealth Management
Dennis Follmer
Chief Investment Officer, Montis Financial
Michael Meehan
CFA
Mark Bogart
Chief Investment Officer, Pallas Capital
Andrew Bellak
Partner, Perigon
Marc Dummer
Managing Director, Portfolio Manager, Principal Asset Management
Andrew Busa
Director of Financial Planning, RWA Wealth Partners
Charles Failla
Founder & Chief Executive Officer, Sovereign Financial Group, Inc.
Steven Ayer
Managing Director, Partner, Strata Wealth Partners
Brian Presti
CIO, TFC Financial Management
Peter Phillips
Senior Vice President, Chief Investment Officer, Washington Trust Wealth Management
Matt Tucker
Partner and Co-Chief Investment Officer, Bridge Investment Group
Rachel Ballatori
Chief Executive Officer, Mill & co
Philip McInnis
Director of Investments, Avantis Investors
Sponsors & Partners
2024 Speakers and Sponsors
PRESENTING SPONSORS:
• Mill + Co
SPONSORS:
• Avantis Investors
• Golub Capital
• Nuveen
• Principal Asset Management
• Private Lending Fund
• Lafayette Square
• Croesus
• CNL
• Bridge Investment Group
• BBVA
PARTNERS:
• Certified Financial Planner
• Investments & Wealth Institute