Going Global: Add Value To Your Firm By Finding Opportunities And Returns Abroad

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 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 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

Carl E. Choy, Principal, CKW Financial Group, Hawaii
Michael Dubin, Senior Advisor, Silvercrest Asset Management, New York
Lori Van Dusen, Chief Executive Officer and Chief Investment Officer, LVW Advisors, New York
Jonathan R. Foster, President & Chief Executive Officer, Angeles Wealth Management, California
Eric Godes, Co-Chief Operating Officer, Pathstone Federal Street, Massachusetts
Gary P. Henson, President and Chief Executive Officer, Mariner Holdings, Kansas
William Hornbarger, Chief Investment Officer, Moneta Group, Missouri
Richard Lesan, Chief Executive Officer & Chief Investment Officer, Frontier Advisors, LLC, Virginia
E. Dryden Pence, Principal, Pence Wealth Management, California
Jeffrey R. Thompson, President, W.E. Donoghue & Co., Inc., Massachusetts
Rick Vollaro, Chief Investment Officer and Partner, Pinnacle Advisory Group, Virginia

RIA West Investment Forum (To Date)

Guy J. Benstead, Partner, Cedar Ride Partners, LLC, Connecticut
Mark Eshman, Chairman, ClearRock Capital, Idaho
Matthew P. Jachimiak, Partner & Chief Investment Officer, Durbin Bennett Peterson Private Wealth Management, Texas
Rita Lee, Principal, Brouwer & Janachowski LLC, California
Scott Lummer, Chief Executive Officer & Chief Investment Officer, Savant Investment Group, California
John Mannix, Chief Executive Officer, Baldwin Brothers, Inc., Massachusetts
Paul J. Boyd, Managing Partner, ClearPath Capital Partners, California
Barbara Young, CEO and Founder, Cypress Wealth Advisors, California
Stephen C. Biggs, Principal and Chief Investment Officer, HC Financial Advisors, Inc., California
Eric N. Wulff, Managing Director, Principal, Aurum Wealth Management Group, Ohio

Sponsoring Organizations

Envestnet Tamarac