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.

Venue

Venue Location

10 Huntington Ave.

The Westin Copley Place

pricing

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    SPEAKERS

    SPEAKERS

    Brian Presti, CFA®, Chartered SRI CounselorSM

    Chief Investment Officer

    TFC Financial Management

    Contact

    Contact Us

    Location:

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

    Call:

    tel:(646)-662-5623