RIA Edge Day 2 - PT (Pacific Time, GMT-08:00)
- David Armstrong - Dir. of Editorial Strategy & Operations – Wealth Management Group, Wealthmanagement.com
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Scott Danner, AAMS - EVP & Head of Legacy, Steward Partners
- Joe McCuine, CFA® - President and CFO, Modera
- Jeremiah Barlow - EVP, Head of Wealth Solutions, Mercer
- Ken Lako, JD - President, Chief Executive Officer, Members Trust Company
Discover how strategic integration of private market investments can transform your RIA practice into a distinctive wealth management solution that attracts and retains high-net-worth clients. This session explores practical approaches for incorporating alternative investments into your offering, providing actionable insights on due diligence, portfolio construction, and client communication strategies that position your firm as a sophisticated advisor in an increasingly crowded marketplace.
- Christine Sol - Investment Strategist, Signature Estate & Investment Advisors, LLC (SEIA)
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- Kelli Kiemle - Managing Director of Growth and Client Experience, Halbert Hargrove
- Matt Parenti, CFP - Partner, Private Vista
- Jim Dickson - Founding Partner and CEO, Elevation Point
Explore proven methods to drive firm growth from within, beyond traditional M&A strategies. Uncover tactics for optimizing talent, enhancing client experience, and deepening service offerings. This session delivers a roadmap for building a scalable, competitive, and future-ready organization.