April 3, 2024
8:00 AM to 6:00 PM
Radisson Blu Aqua Hotel
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.
Financial Thought Leaders
Meet The Speakers
Jacqueline “JaQ” Campbell
President and Chief Executive Officer
Alexander Legacy Private Wealth Management
William Shannon
Director of Strategic Growth
Altair Advisers
Brandon Lehman
Director of Annex Private Wealth
Annex Wealth Management
Eduardo Repetto
CIO
Avantis Investors
Michael Mask
VP Client Success
Aqueity
Allen Wallace
Chief Investment Officer and Founding Partner
Basepoint Wealth
Landis Wiley
Director of Business Development and Founding Partner
Basepoint Wealth
Michael Dow
Chief Investment Officer
Beacon Pointe Advisors
Mike Poggi
Portfolio Manager
Brown Advisory
Scott DeMaagd
Chief Investment Officer and Partner
CapTrust Financial Advisors
Rick Fradin
Partner
Chicago Capital
Eva Greene
Director of Client Experience
Cresset
Henry Hunt
Associate Director, Investment Strategy
Cresset
Megan Lepman
Associate Director, Wealth Planner
Cresset
Andrea Darden
President and Chief Executive Officer
Darden Wealth Group
Jason Geisz
Chief Executive Officer and Founder
Famiglia Wealth
Samantha Lee
Vice President
Goldman Sachs
Andrea Costa
Vice President of Financial Planning
Horan Wealth Management
Kevin Rice
Senior Investment Strategist
HTTC Wealth Partners
Yussef Gheriani
Director of Investments
IHT Wealth Management LLC
Yonhee Gordon
Principal and Chief Operating Officer
JMG Financial Group
Josh Pilson
Director, Systems Integration
Kovitz
David Currier
Wealth Advisor
Mercer
Adi Mackic
Senior Client Portfolio Manager
Man Group AHL
Tiffany Irving
Senior Vice President, Wealth Advisor, Wealth Management
Mesirow
Jana Gregorek
Director of Talent Acquisition
Moneta
Paul Nolte
Senior Wealth Advisor and Market Strategist
Murphy & Sylvest Wealth
Chris Nemes
Partner
Nemes Rush Family Wealth Management
Cory Johnson
Co-Founder, Chief Executive Officer
Pender Capital
Vincent Harambasic, III
Principal and Senior Wealth Manager
Pinnacle Financial Group
Dave Levine
Investment Specialist
Polen Capital
Adrian Johnstone
Chief Executive Officer
Practifi
James Langer
Chief Investment Officer
Redmont Wealth Advisors
Michael Garrison
Director of Investments & Wealth Advisor
Strategic Wealth Partners
Jeremy Enos
Director, M&A and Corporate Development
The Mather Group
Brian Taylor
Director of Engineering
The Mather Group
Robert Worthington
Head of Investor Relations
Thorofare Capital
Ilya Zlotnik
Partner and Wealth Advisor
Vivaldi Capital Management
Nancy Hughes
Chief Operating Officer and Managing Partner
Waypoint Capital Advisors
Cameron Croy
Director
Walker and Dunlop