Finding the Investment Strategies and Solutions Which Set You Apart from the Pack

Over the course of this day and a half program, investment decision-makers from the larger RIAs will discuss how they are selecting managers, choosing strategies, managing risks, offering products to meet their clients' needs, and setting themselves apart within an increasingly crowded market. With a delegate-driven agenda guided by our Advisory Board of their peers, principals from independent, fee-based registered advisory firms will discuss the investment solutions that best meet their clients' unique investment objectives and risk tolerance

Forum Chairperson

Angela Raitzin, Principal, Constellation Wealth Advisors LLC

Advisory Board to Date

John E. Coyne, Vice Chairman, Brinker Capital
Michael Dubin, Managing Director, Silvercrest Asset Management
Lori Van Dusen, Principal, LVW Advisors
Jonathan R. Foster, President & CEO, Angeles Wealth Management, LLC
Jerry A. Miccolis, Principal and Chief Investment Officer, Giralda Advisors
Austin M. Poirier, Senior Investment Advisor, Ballentine Partners, LLC
Tony J. Proctor, President, Proctor Financial, Inc.
Shannon Saccocia, Managing Director of Search & Selection, Principal, Boston Private Wealth, LLC
Jeffrey R. Thompson, Executive Vice President, W.E. Donoghue & Co., Inc.
Brian H. Waldner, Director of Investment Strategy & Research, O'Brien Management LLC