Preparing For the ‘Great Wealth Transfer’: How Can Your Firm Succeed?

The Institutional Investor RIA Institute is a private membership organization for the nation’s largest and fastest‐growing independent registered investment advisors as well as supporting members from premier asset management firms and providers. Both members and supporting members of the RIA Institute come together at three private annual forums to engage in 1.5 days of intense idea exchange, discussion, and debate. The environment at each forum is collegial and collaborative, and overt marketing by any member is strictly prohibited. The agenda for each meeting is devised by our Advisory Board of RIA executives to ensure the content is created ‘by RIAs, for RIAs.’

This new membership's primary goal is to help RIAs make the investment decisions and practice management choices that will best serve their underlying clients.

Advisory Board

The RIA Institute

Debra Brennan Tagg, Managing Partner, Brennan Financial Services, Texas
Carl E. Choy, Principal, CKW Financial Group, Hawaii
Steven L. Skancke, Chief Investment Strategist, Keel Point, Virginia
Lori Van Dusen, Chief Executive Officer & Chief Investment Officer, LVW Advisors, New York
E. Dryden Pence, Chief Investment Officer, Pence Wealth Management, California
Rick Vollaro, Chief Investment Officer, Managing Partner, Pinnacle Advisory Group, Virginia
Andy Kapyrin, Director of Research, RegentAtlantic Capital, New Jersey
Russell Moenich, Chief Investment Officer, Sequoia Financial Group, Ohio
Michael Dubin, Senior Advisor, Silvercrest Asset Management, New York
Leslie D. Thompson, Principal, Spectrum Management Group, Indiana

RIA Central Investment Forum

Matthew Cooper, President, Beacon Pointe Advisors, LLC, California
Kenneth J. Bower, Chief Executive Officer & Managing Director, Clayton Financial Group, LLC, Missouri
John Nicholas, Partner, Chicago Partners Wealth Advisors, Illinois
Eric Godes, President & Chief Operating Officer, Daintree Advisors, LLC, Massachusetts
Kent S. Skornia, President & Chief Executive Officer, Krilogy Financial LLC, Missouri
Kim W. Suchy, Managing Director, Optimum Investment Advisors, Illinois
Eric S. Holt, Managing Principal, 7258 Wealth Management, Colorado
David R. Peckenpaugh, Senior Vice President & Chief Investment Officer, Whitnell & Co., Illinois
Jonathan R. Foster, President & Chief Executive Officer, Angeles Wealth Management, California