The RIA West Investment Forum will feature CEO Kevin Pellegrini as a speaker, focusing on job growth, innovation, and opportunity in the United States. This event brings together premier registered investment advisors (RIAs) for thought-provoking discussions through intimate roundtables, designed to foster purposeful collaboration among key decision-makers from across the country.
Through expert-led panel discussions, presentations, guest speakers, and real-time market research, the forum aims to drive innovation within the dynamic and rapidly growing RIA community. These efforts are intended to help RIAs make informed investment decisions and practice management choices that best serve their underlying clients, emphasizing the importance of strategic planning in today's economic landscape.
West Pine 43 LLC, a registered investment advisor, provides asset management and financial planning services to high net-worth individuals, families, corporate executives, local governments, businesses, and institutions. Advisory services are only offered where the firm and its representatives are properly licensed or exempt from licensure, with no advice rendered unless a client service agreement is in place. Learn more at https://wpine43.com/.
The commentary on their website reflects the personal opinions of employees and should not be seen as a description of advisory services, with investments involving risks and past performance not guaranteeing future results. Views are subject to change without notice, and the firm uses various strategies not necessarily discussed publicly, underscoring the need for personalized financial advice.
