Your choice regarding cookies: We use cookies when you use this Website. These may be 'session' cookies, meaning they delete themselves when you leave the Website, or 'persistent' cookies which do not delete themselves and help us recognize you when you return so we can provide a tailored service. However, you can block our usage by adjusting your browser settings to refuse cookies.
Unwavering Commitment
in a Dynamic World
Please join us for a virtual RiverFront due diligence meeting on Thursday, June 9, 2022 from 3:30 PM - 6:30 PM ET (12:30 PM - 3:30 PM PT). This 3-hour deep dive gives you an overview of our processes, our team, and our unwavering commitment to you and your clients.
- Accepted for 3.5 hours of CFP® CE credit.
- Accepted for 3 hours of CIMA® CE credit.
AGENDA:
- Introduction: Pete Quinn | President & CEO
- Global Macro & Portfolio Positioning: Chris Konstantinos, CFA® | Director of Investments | Chief Investment Strategist
- Asset Allocation Process: Adam Grossman, CFA® | Global Equity CIO | Co-Head of Investment Committee & Tim Andersson | Lead Multi-Asset Portfolio Manager
- Selection: Adam Grossman, CFA® | Global Equity CIO | Co-Head of Investment Committee
- Risk Management: Chris Konstantinos, CFA® | Director of Investments | Chief Investment Strategist
- Portfolio Manager Discussion: RiverFront Investment Team
- Financial Advisor Panel: Moderator - Brad Wear, CDFA, CFS | Western Regional President | National Sales Manager
- Oechsli Presentation: Mastering Affluent Client Acquisition: Stephen Boswell, MBA | President, Oechsli
Sales Team
Meet The Speakers
“We work every day to be great partners with financial advisors. We try to be students of their relationships with their clients. We strive to provide our advisor partners with exceptional access and service. Our Capital Partner Program is foundational to our business model and allows us to focus our time on the advisors that have chosen to allow Riverfront to be an integral part of their practice.”
Pete Quinn
President and CEO
“I think there are three aspects that really differentiate us: 1)‘Process over Prediction.' We have a disciplined, transparent and humble approach to portfolio and risk management that I believe leads to a better client experience over time. 2) Laser-focus on retail financial advisors and their clients. 3)Deep dedication to transparency, communication and superior client service.”
Chris Konstantinos CFA®
Director of Investments | Chief Investment Strategist
“I work with people I genuinely like and enjoy working with, doing work I find intellectually rewarding, and I get to help advisors help their clients find financial peace. I don’t know many places where you can find that combination of fulfilling work and fun people who care about each other.”
Adam Grossman CFA®
Global Equity CIO | Co-Head of Investment Committee
“The firm’s culture creates an environment where everyone is held to the same high standards of excellence, caring, integrity, accountability, and humility. It creates an environment where the common goal is to best serve our financial advisor clients while enjoying a challenging, respectful, supportive and fun work environment.”
Tim Anderson CFA®
Lead Multi-Asset Portfolio Manager