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 Location

50 Park Plaza

Boston Park Plaza




Hatteras Investment Partners


Learn More About

Sponsorship Opportunities



    Andrew Busa, MSPFP, CFP, CCFC

    Manager of Financial Planning

    Adviser Investments

    Timothy Nash, CFP, CFA, CAIA

    Principal, Financial Planner, Chief Portfolio Srategist

    Aequitas Investment Advisors

    Cameron Rahbar, CFP

    Wealth Strategist

    Anchor Capital Advisors

    Michele Hubley, IACCP

    Co-Chief Operating Officer, Senior Vice President, Treasurer, HR

    Appleton Partners

    Allen Harris

    Chief Executive Officer, Chief Investment Officer

    Berkshire Money Management

    David Umstead, PhD, CFA

    Managing Principal, Founder

    Cape Ann Capital

    Jennifer Street

    Chief Operating Officer, Chief Compliance Officer

    Claro Advisors

    Matthew Schroeder, CFP

    Director of Financial Planning, Wealth Advisor

    Great Point Wealth Advisors

    Drew Collins, CFA, MBA

    Senior Managing Director

    Magnus Financial Group

    Ed Coyne

    Senior Managing Director, Global Sales

    Sprott's Asset Manangement

    Daniel Kern, CFA, CFP

    Chief Investment Officer

    TFC Financial

    Max Winthrop

    Chief Executive Officer

    Winthrop Wealth


    Contact Us


    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016