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
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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
Drew Collins, CFA, MBA
Senior Managing DirectorMagnus Financial Group
Ed Coyne
Senior Managing Director, Global SalesSprott's Asset Manangement
Daniel Kern, CFA, CFP
Chief Investment OfficerTFC Financial
Max Winthrop
Chief Executive OfficerWinthrop Wealth