March 26, 2026
8:00 AM to 6:00 PM
The Revere Hotel Boston Commons
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.
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Independent RIA Registration
Registration is reserved for Independent RIAs managing a minimum of 100AUM only.
Meet The Speakers
Andrew Busa
Director of Financial Planning
RWA Wealth Partners
Archan Basu
Chief Investment Officer
Altar Rock
Brendan Boyle
CEO
Privacore Capital
Cameron Rahbar
Portfolio Manager, Wealth Strategist
Howland Capital Advisors
Denitsa Balunis
Senior Vice President, Corporate Strategy & Corporate Development, Chief of Staff to the CEO
Edelman Financial Engines
Elliot Herman
Executive Director, Financial Planning
Edelman Financial Engines
George Webb
Chief Executive Officer
Pension & Wealth Management Advisors
Gregory Clifford
Founder & CEO
The Clifford Group
Erik Jefferson
Chief Investment Officer
Flagship Harbor Advisors
Jay Menozzi, CFA
CIO, Senior Portfolio Manager
Easterly Orange
Jill Fopiano
Senior Advisor, Senior Director
Mercer Advisors
Jim Bode
Managing Partner
Beck Bode
Joe Wesolaski
Managing Director, Enterprise Sales
Zocks
Joseph A. Hickman
Vice President, Investor Relations
Reaves Asset Management
Katherine Sheehan
Managing Director, Wealth Strategist
Crestwood Advisors
Keith Rosenthal
Co-Founder, CEO and President
Phoenix Realty Group
Lexi Gibbs
Partner, Portfolio Manager
Howland Capital
Mark T. Spellman
CEO
Alpine Saxon Woods
Michelle Graham
Chief Operating Officer
Northstar Asset Management
Pammi Bhullar
Senior Director, Corporate Citizenship (Head of DE&I and Philanthropy)
Edelman Financial Engines
Paul Shelton
VP, Client Portfolio Manager
Columbia Threadneedle
Rachael DeCosta
Wealth Advisor
Sax Wealth Advisors
Raj Bhattacharyya
Chief Executive Officer
Robertson Stephens
Rob Bruch
Chief Investment Officer
Middleton & Company, Inc.
Tyler Griffith
Managing Director & Co-Head of Investor Relations
THL Partners