The Custom Model Playbook for RIAs: Your Models, Your Way – Russell Investments – 10.19.26

Russell Investments - Upcoming - The Custom Model Playbook for RIAs Your Models, Your Way

Overview:
Title: The Custom Model Playbook for RIAs: Your Models, Your Way
Date: Monday, October 19, 2026
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Your clients want portfolios that feel tailored to them.

Your advisors need a repeatable process and more capacity.

Your firm needs an investment process that can scale.

Many RIAs face the same challenge: how to deliver more tailored solutions without asking the investment team to build, monitor, trade and explain every portfolio from scratch?

Join Russell Investments for a webinar on Custom Model Portfolios—an approach that allows RIAs to bring their own investment views to life through scalable models supported by Russell Investments.

This is not about giving up control or adopting an off-the-shelf model dominated by a single asset manager. It’s about preserving what makes your firm distinct while leveraging Russell Investments’ multi-manager model-building capabilities, research and implementation support.

You’ll learn how RIAs are seeking to use Custom Model Portfolios to:

  • Differentiate their client offering
  • Create a more consistent investment experience across advisors and clients
  • Address client needs around taxes, income, risk, alternatives, active/passive blends and private markets
  • Help manage implementation complexity
  • Help support investment team efficiency and focus
  • Give advisors a clearer story to tell clients

With more than 40 years of experience building models, Russell Investments serves as the investment engine under the hood—while your firm stays in front.

Approved for 1 CFP / IWI / CFA CE credit

Speakers:
Emily Steinbarth Emily Steinbarth Co-Head of North America AIS Russell Investments

Emily Steinbarth is Co-Head of North America Advisor & Intermediary Solutions (AIS) at Russell Investments and serves on the firm’s Executive Committee. In this role, she helps lead the firm’s advisor and intermediary business across the U.S. and Canada, with a particular focus on advancing strategic partnerships, expanding platform and RIA relationships, and accelerating delivery of outcome-oriented portfolio solutions across ETFs and model portfolios.

Previously, Emily served as Chief of Staff to Chairman & CEO Zach Buchwald, where she played a key role in shaping the firm’s enterprise strategy, driving execution discipline, and aligning cross-functional initiatives with long-term growth goals.

Emily began her career at Russell Investments as a Quantitative Research Analyst and later served as Director of Research and Development, where she led the development of systematic investment strategies with a focus on sustainability, tax management, and factor investing. In these roles, she partnered closely with clients to design solutions tailored to their objectives ranging from sustainable multi-manager solutions to tax-managed direct indexing.

She joined Russell Investments in 2016 and holds a Master of Financial Engineering and a Master of Economics from UCLA.
Patrick Morelli Patrick Morelli Senior Strategic Accounts Manager Russell Investments

Patrick Morelli, is a Senior Strategic Accounts Manager at Russell Investments, where he partners with Registered Investment Advisors to drive growth, strengthen client outcomes, and navigate an increasingly complex investment landscape.

With nearly two decades of experience in investment distribution and wealth management, Patrick specializes in helping advisors scale their practices through thoughtful portfolio construction, practice management consulting, and access to institutional-quality investment solutions.

Patrick has held leadership and business development roles at Russell Investments, Hamilton Lane, and Redbrick.

Patrick holds an MBA from the University of Colorado and is an active member of the CAIA community.
Mark Collins Mark Collins Senior Strategic Accounts Manager Russell Investments

Mark Collins is a senior wealth management and asset management distribution leader with more than a decade of experience partnering with Registered Investment Advisors and advisor platforms to drive growth, strengthen portfolio outcomes, and deliver institutional-quality investment solutions.

As Senior Strategic Accounts Manager at Russell Investments, Mark works with leading RIAs to help them navigate an increasingly complex investment landscape, identify scalable portfolio solutions, and enhance the value they deliver to clients. He brings a highly consultative approach to advisor partnerships, combining capital markets insight, portfolio construction expertise, and practice management strategy to help firms accelerate growth and improve client outcomes.

Throughout his career, Mark has built a strong track record of cultivating high-impact advisor relationships, expanding strategic partnerships, and supporting asset growth across wealth management and investment distribution channels. His experience spans active and passive investment solutions, model portfolios, tax-aware strategies, alternatives, and advisor business development.

Prior to joining Russell Investments, Mark served as Managing Director at Stanley Capital Management and Regional Vice President at Clough Capital Partners, where he focused on business development, advisor engagement, and distribution strategy. Earlier in his career, he held leadership and advisor-facing roles at Eaton Vance and Janney Montgomery Scott, gaining deep experience supporting financial advisors, institutional partners, and high-net-worth client relationships.

Mark earned a Bachelor of Arts in Economics from the University of Massachusetts Lowell and holds FINRA Series 7 and Series 66 licenses. He is passionate about helping advisory firms grow with purpose, deliver better client experiences, and implement sophisticated investment solutions with clarity and confidence.
THIS MATERIAL IS FOR FINANCIAL PROFESSIONAL USE ONLY AND NOT FOR DISTRIBUTION TO CURRENT OR POTENTIAL INVESTORS.

Event registration does not imply obligation or promise to attend.

Russell Investments is an independent organization and is not affiliated with RIA Database & RIA Channel.

Please remember that all investments carry some level of risk, including the potential loss of principal invested. They do not typically grow at an even rate of return and may experience negative growth. As with any type of portfolio structuring, attempting to reduce risk and increase return could, at certain times, unintentionally reduce returns.

Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets.

Model Strategies represent target allocations of the underlying funds; these models are not managed and cannot be invested in directly. Model Strategies are exposed to the specific risks of the funds directly proportionate to their fund allocation.

Mutual Fund and ETF investing involves risks, principal loss is possible.

Russell Investments’ ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments’ employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.

On July 2, 2026, Russell Investments Group, Ltd. (“Russell Investments”) entered into a definitive agreement and plan of merger (the “Transaction”) pursuant to which Russell Investments will be acquired by a consortium led by B Capital Group Management, L.P. that includes California Public Employees Retirement System. The Transaction is expected to close by the end of Q1 2027, subject to the receipt of regulatory approvals and other customary closing conditions.

Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.

RIM-04458. First use: July 2026. Updated: October 2026.