Massachusetts RIA Summit
4 April, 2023
The fourth annual Massachusetts RIA Summit 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.
Venue
Venue Location
50 Park Plaza
Boston Park Plaza
pricing
Tickets
Sponsors
Hatteras Investment Partners
PARTNER SPONSOR
PT Asset Management
PRESENTING SPONSOR
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS

Andrew Busa, MSPFP, CFP, CCFC
Manager of Financial PlanningAdviser Investments

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

Cameron Rahbar, CFP
Wealth StrategistAnchor Capital Advisors

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

Allen Harris
Chief Executive Officer, Chief Investment OfficerBerkshire Money Management

David Umstead, PhD, CFA
Managing Principal, FounderCape Ann Capital

Jennifer Street
Chief Operating Officer, Chief Compliance OfficerClaro Advisors

Matthew Schroeder, CFP
Director of Financial Planning, Wealth AdvisorGreat Point Wealth Advisors

David Perkins, CAIA
Chief Executive OfficerHatteras Investment Partners

Drew Collins, CFA, MBA
Senior Managing DirectorMagnus Financial Group

Brian Griggs, CFA
Managing Director, Portfolio StrategistNuveen

Mark Bogar, CFA, CAIA
Chief Investment OfficerPallas Capital Advisors

Shannon Smith, CFP
Director of Planning & Client ExperiencePallas Capital Advisors

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

Samuel Jolly
Vice PresidentProspect Capital

Elliot Herman, CFP, CPA
Chief Investment OfficerPRW Wealth Management

Sean Dranfield
Chief Executive OfficerPT Asset Management

Charles Failla, CFP
Founder, Chief Executive OfficerSovereign Financial Group

Ed Coyne
Senior Managing Director, Global SalesSprott's Asset Manangement

David Norris
Partner, Head of U.S. CreditTwentyFour Asset Management

Peter Phillips, CFA, CAIA
Chief Investment OfficerWashington Trust Advisors

Richard Byron
Chief Operating OfficerWIngate Wealth Advisors

Max Winthrop
Chief Executive OfficerWinthrop Wealth