April 2, 2025
8:00 AM to 6:00 PM
Four Seasons Chicago
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
Brian Taylor
Director of Engineering
The Mather Group
Christopher Horvath
Managing Director and Investment Advisor
Taiber, Kosmala & Associates, LLC
David Stone
CEO
RetireOne
Gokhan Kisacikoglu
CEO
Quants
Heather O’Neill Fairbanks
Managing Director, Partner
Beacon Pointe Advisors
Jack Ablin
Chief Investment Officer and Founding Partner
Cresset Asset Management
Jared Funk
Director of Advisory
Embree Financial
Jayant Walia
Head of Go-to-Market
Gainbridge
Jen Dawson
Owner and Managing Director
Hemington Wealth Management
Jennifer des Groseilliers
CEO
The Mather Group
Kris Wano
SVP, Senior Financial Advisor
SAGE Private Wealth Group
Manoj Bhargava
Founder
TPlus3 Fund
Matt Powers
Founder, Managing Partner
Powers Advisory Group
Michael Dow
Chief Investment Officer
Beacon Pointe Advisors
Mike Bisaro
President and CEO
StraightLine
Nate Lukow
Account Executive
Practifi
Nicholas Shaheen
Chief Compliance Office, Financial Advisor
Financial Services of America
Rafia Hasan
Chief Investment Officer
Perigon Wealth Management
Rick Fradin
Partner
Chicago Capital
Scott Martin
Chief Investment Officer
Kingsview Partners
Tameca Reed
Senior Managing Director of Client Portfolio Management
1834 Wealth Management
Tiffany Irving
Senior Vice President, Wealth Advisor, Wealth Management
Mesirow
Tori O’Neill Shadaia
Senior Associate Wealth Advisor
Beacon Pointe Advisors
William Shannon
Director of Strategic Growth
Altair Advisers
Yussef Gheriani
Director of Investments
IHT Wealth Management LLC