RIA Institute’s 2023 Senior Delegate Roundtable

Sep 20th 2023
Beverly Wilshire, A Four Seasons Hotel
Beverly Hills, CA

This Event is Reserved for Supporting Members Only 




2023 Advisory Board

All RIA Institute events are created for advisors, by advisors. The programs for all meetings are created with invaluable insights from our advisory board of senior executives from the nation's largest RIAs.

With that in mind, we are excited to announce our 2023 Advisory Board. 

Investments & Portfolio Construction

Corey Boller, CFA, Manager, Capital Management Group, Rehmann

Michael W. Crook, CAIA, Chief Investment Officer, Mill Creek Capital Advisors, LLC

Jonathan Dane, Founder and Chief Investment Officer, Defiant Capital Management

Philip R. Huber CFP, CFA, Chief Investment Officer, Savant Capital Management 

Andrew Kelsen, Head of Alternative Investments, Moneta

Daniel S. Kern, CFA, CFP, Chief Investment Officer and Shareholder, TFC Financial Management, Inc.

Rita Lee, CPA, PFS, CGMA, CDFA, Partner, Cerity Partners

Grace Moore, CFA, FRM, CQF, Vice President – Manager Research, Diversified Trust

Christopher Osmond, CFA, CAIA, CFP, Chief Investment Officer, Centura Wealth Advisory

Larry Peery, II, Managing Partner & Chief Investment Strategist, Cavria Advisors

Adam Phillips, CFA, CFP, Managing Director, Portfolio Strategy / Partner, EP Wealth Advisors

Brian Pollak, CFA, Partner, Portfolio Manager, Evercore

Joseph P. Zappia, CIMA, Chief Compliance Officer, Co-Chief Investment Officer, Principal, LVW Advisors

Practice Management & Culture

Teresa J.W. Bailey, CFP, CDFA, Director of Development and Senior Wealth Strategist, Waddell & Associates

Jacqueline “JaQ” Campbell, President/Chief Executive Officer & Senior Wealth Advisor, Alexander Legacy Private Wealth

Will Cerynik, Director of Advisor Development & Services, Ashton Thomas Private Wealth

Nick Clay, CFP, CPWA, AIF, AAMS, Managing Partner & Senior Financial Advisor, BCS Wealth Management

Jim DeCarlo, Chief Growth Officer, Wealthspire Advisors 

Carina Diamond, Chief Experience Officer and Managing Partner, Dakota Wealth Management

Seán O'Dowd, CFA, Managing Director, Silvercrest Asset Management

Lauren Sigman CFP, Managing Director, Principal, Robertson Stephens

Natalia Tchetchoulina, Partner, Cerity Partners

Erin Voisin, CFP, EA, CDFA, ChFC, Managing Director – Wealth Management Services/ Partner, EP Wealth Advisors

Impact & Implementation

Allison Berger, CFP, CeFT, Partner, Financial Advisor, Financial Symmetry

Steve Ellis, CFA, Founder and President, Colorado Capital Management 

Jennifer Kenning, CEO & Co-Founder, Align Impact

Bud Sturmak, CO-CIO and Partner, Perigon Wealth Management

Simon Tryzna, CFA, Portfolio Manager, Palo Alto Wealth Advisors


Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor's RIA Institute team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.

For Asset Managers interested in becoming a Supporting Member, please contact: 

Bob Edmunds

Senior Executive Director
+1 646 634 8464

About RIA Institute

Institutional Investor's 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.’