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The IPA Continues to Expand its Dynamic Team


Dear Members,

2021 was a banner year for our industry. According to , capital flow topped out at $86 billion, and the IPA Community welcomed over 40 new members. In essence, the future of the portfolio diversifying industry is brighter than ever.

The IPA Board recently initiated a new strategic planning initiative, focused on the tremendous growth opportunities ahead of us. We will be looking to the IPA Community for input, and we look forward to revealing this new vision at in Washington, D.C., May 4-6.

To support this tremendous growth, the IPA Board is investing in mission critical professional staff resources. As our industry expands, the needs of the IPA community are broader and more complex. Expanding the IPA staff is essential in ensuring we deliver on our commitment to membership and support the growth of portfolio diversifying investments. These additions to the IPA are in direct alignment with the strategic direction of our industry.

Immediate Opening


Director, Policy & Legal Counsel – This role will work directly with the Senior Vice President, Government Affairs and General Counsel on federal and state public policy initiatives, including legislative proposals and rulemakings of the U.S. Securities and Exchange Commission (SEC), U.S. Department of Labor (DOL), Financial Industry Regulatory Authority (FINRA), state securities regulators and the North American Securities Administrators Association (NASAA).


Opening Coming Soon


Vice President, RIA Strategic Partnerships – This role will strategically focus on expanding the IPA’s Registered Investment Adviser (RIA) relationships and working with membership to develop robust programming specific to their business. Building RIA relationships requires a clear, purpose driven strategy that delivers on the unique needs and values of these financial professionals. This role will be responsible for overseeing all RIA relationships, partnerships, and alliances and growing current successful initiatives, creating new resources, and building on of opportunities.

If you know of anyone seeking a dynamic role in a growing, impactful industry, please feel free to share these opportunities and have them contact us. We are building our dream team and are looking for impactful visionaries.


Tony Chereso
President & CEO
Institute for Portfolio Alternatives