Strengthening the Advisor Community (STAC) brings together a dedicated and diverse group of professionals that impact registered investment advisors (RIA) in all aspects of their businesses. The main purpose of the group is to enhance a shared understanding of the needs of RIAs and create new opportunities.
Founded in 2009 by a few industry professionals, STAC has grown to a membership group made up over 100 professionals from over 60 firms serving the RIA market. They represent a complementary cross section of service and product providers who support independent advisors.
Although STAC’s membership base is diverse, they all share one thing in common – an unwavering commitment for helping clients grow their advisory firms. And, different from traditional networking groups that often focus on the needs of the individual members, STAC’s focus is always on the needs of clients where members look to each other as resources for each other’s clients.
STAC members range from to those who are just starting their careers to experienced leaders within the industry. In addition to networking and mentoring relationships which are formed, members share best practices and industry trends to help better serve the needs of their clients.
The group meets bi-monthly in New York City. Meetings start off with Around the Room where everyone introduces themselves to the group and provide an overview of their firm. In this STAC tradition, member share industry insights & trends from their areas of expertise and a special thank-you to another member who’s helped them along the way. Members also stay connected throughout the year via the password-protected member website.
Other special events include the annual Yankees Outing, Golf Charity Event and end of year Holiday Dinner.