13th Annual RIA East Investment Forum

Jun 8th - Jun 9th 2023
Four Seasons Hotel
Boston, MA

RIA Institute convenes North America’s premier RIAs for thought-provoking discussions via intimate roundtables. We bring the key decision makers from every corner of the U.S. and Canada together in environments carefully built for purposeful collaboration.

Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the RIA Institute drives innovation in the dynamic and rapidly growing registered investment advisor community, helping RIAs make the investment decisions and practice management choices that will best serve their underlying clients.


Become a Supporting Member


Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.


Investments & Portfolio Construction

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 CFP, CFA, Chief Investment Officer, Savant Capital Management

Andrew Kelsen, Head of Alternative Investments, Moneta

Daniel S. Kern, CFA, CFP, Chief Investment Officer, Nixon Peabody Trust Company

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

Practice Management & Culture

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

Impact & Implementation

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


For RIAs interested in attending and/or participating, please contact:

Bhuvna Doshi

Assistant Director, RIA Institute
Director, Investor Relations
+1 212 224 3071

For Asset Managers interested in becoming a Supporting Member, please contact: 

Bob Edmunds 

Senior Executive Director
+1 646 634 8464