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RIA Edge Private Markets
December 4th, 2025
Convene 360New York, NY

Corinne Merriman
Director of Business Development at Opto Investments
Speaker

Profile

Corinne helps lead business development at Opto, partnering with RIAs and multi-family offices to design and implement customized private markets solutions. She helps firms streamline operations, launch tailored private investment vehicles, and deepen client engagement through Opto’s technology-enabled platform. Corinne works closely with investment teams and advisors to understand their goals, structure aligned vehicles, and support growth across their private markets programs. Prior to joining Opto in 2024, Corinne spent nearly five years managing RIA partnerships at Ethic, a direct indexing firm, and previously worked as an OCIO portfolio consultant at Horizon Investments. She is a CFA Charterholder and holds a B.A. from Duke University and a Master’s degree from Vanderbilt University.

Agenda Sessions

  • Small Table Meetings

    1:20pm
  • Small Table Meetings

    3:00pm