February 13, 2025
8:00 AM to 6:00 PM
Sofitel Los Angeles at Beverly Hills
Topics
Market trends, Fixed Income, Alternatives, ESG, 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
Abbie Reichenbach
Director – Wealth Management Group
MFS
Amir Monsefi
Co-Founder, Chief Executive Officer
Aire Advisors
Andres Guzman
Founder & Managing Partner
Legacy Wealth Investment Counsel
Charles Failla
Founder & Chief Executive Officer
Sovereign Financial Group, Inc.
Christopher Toumajian
Chief Financial Officer, Partner
EP Wealth Advisors
Cory Johnson
Co-Founder, Chief Executive Officer
Pender Capital
Dimitris Magemeneas
Partner, Wealth Manager
Kingsview Partners
Eric Speron
Managing Director
First Foundation
Erik Ridgley
CEO, Chief Investment Officer
Salem Parters Wealth Management
Gokhan Kisacikoglu
CEO
Quants
Greg Wendt
Senior Wealth Advisor | ESG & Impact Investing Strategy
Perigon Wealth Management
Jordan Kahn
Chief Investment Officer
HCR Wealth Advisors
Jason Miller
Jason Miller, CFP®, CPWA® | Partner & Chief Operating Officer
Crewe Advisors
Ken Waltzer
SVP, Financial Advisor
Wealth Enhancement Group
Kimberly S. Grant
Managing Director
Crescent Capital
Letitia Berbaum
Founder and Wealth Advisor
Blue Sands Wealth
Mark Harris
Vice President, Strategy
Mariner Wealth Advisors
Meghan Pinchuk
Chief Investment Officer
Morton Capital
Mike Chen
CFA, CAIA Vice President, Senior Investment Strategist
First Foundation
Monish Verma
Founding Partner, CEO
Vardhan Wealth Management
Natalie Fernandez Lee
President
Meridian Wealth Management
Nina Hajjar
Partner, Wealth Advisor
Stratos Wealth Partners
Oren Cabir
Wealth Advisor
Kayne Anderson Rudnick
Richard Ward
Chief Investment Officer
Curated Wealth Partners