Differentiating Yourself in an Increasingly Crowded Market

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

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 East Investment Forum

David Albaneze, Chief Investment Strategist, LBA Wealth Management
Andy Kapyrin, Director of Research, RegentAtlantic Capital
Jerry A. Miccolis, Principal & Chief Investment Officer, Giralda Advisors
Steven Mula, Chief Investment Officer, J.J. Burns & Company, LLC
Christopher A. Shepherd, Partner, Shepherd Kaplan LLC
Mercer Treadwell, Chief Investment Officer, Broad Street Capital Advisors LLC
Brian H. Waldner, Director of Investment Strategy & Research, O'Brien Management LLC
Ian Yankwitt, President & Chief Investment Ofiicer, Tortoise Investment Management