November 12, 2025
8:00 AM to 6:00 PM
Pier Sixty-Six
Topics
Market trends, Fixed Income, Alternatives, Women in Wealth, Practice Management, M&A and more.
About This Event
Portfolio Summits RIA content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.
Sponsorship opportunities are available for Asset Managers and Service Providers.
Meet The Speakers
Anthony Pace
Managing Principal
Lindberg & Ripple
Brett Orvieto
Managing Director, Senior Wealth Advisor
Dakota Wealth Management
Catherine Hyder
Financial Planner & Advisor
Stonebridge Financial Planning Group
Daniel Baccarini
Chief Distribution Officer
Beacon Capital Management
Erin Gibbs
Chief Equity Strategist
SlateStone Wealth
Frances Newton Stacy
Chief Investment Officer
Tuttle Wealth
Galan Daukas
President, Chief Executive Officer
Bradley, Foster, & Sargent
Joaquin Balaguer
Private Equity Specialist
Voya Investment Management
John Suddeth Jr.
Founding Principal & Chief Investment Officer
Naples Global Advisors
John Thomas
Chief Investment Officer
Global Wealth Management
Joseph Morgart
Vice President and Client Portfolio Manager
Victory Capital Management
Kasia Marczyk
President and Founder
Anchor Wealth Management Group
Leo Kelly III
Chief Executive Officer, Partner
Verdence Capital Advisors
Luke Melms
Managing Director, Private Wealth Advisor
Firm Foundation Family Wealth
Michael Silver
Chief Executive Officer
Baron Silver Stevens Financial Advisors
Sam Clifford
Chief Technology Officer
Ascendia Partners
Sarah Mouser
Managing Director, Financial Planning
Verdence Capital Advisors
Susan Jones
Co-Founder & Managing Wealth Partner
Sorelle Wealth Partners
Theresa Gusman
Chief Investment Officer
First Affirmative Financial Network
Todd Moll
Chief Investment Officer
Provenance Wealth Advisors