Massachusetts RIA Summit
March 21st, 2024
The fifth 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.
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Venue Location
10 Huntington Ave.
The Westin Copley Place
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