May 22, 2025
8:00 AM to 6:00 PM
Convene at One Liberty Plaza
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
Alvina Lo
Chief Wealth Strategist
Wilmington Trust
Carlo Biagioni
VP Head of SMB Sales
Bigdata.com
Charles Failla
Founder & Chief Executive Officer
Sovereign Financial Group, Inc.
Jake Scott
Managing Partner
Easterly Clear Ocean
James Demmert
Chief Investment Officer
Main Street Research
Joe Halpern
Partner, Chief Investment Officer
Fountainhead Asset Management
Kim Ledger
SVP of Complex Assets
Ren
Mallon FitzPatrick, CFP®
Managing Director, and Head of Wealth Planning
Robertson Stephens
Mark Neely
Director of Alternative Investments
GenTrust Wealth Management
Michael Falcon
CEO
Eagle Capital Management
Natalia Tchetchoulina
Noel Campbell
Director, Wealth Advisor
Cresset Capital Management
Paul Cleary
Director
MBX Group
Sam Clifford
Chief Technology Officer
Ascendia Partners
Sharon Hayut
Senior Managing Director
Magnus Financial Group
Sofia Douzoglou
Vice President, Private Wealth Group
CIM Group
Tommy DiBona
VP, Investor Relations
Archway Capital
Tyler Novak
Director, Business Development
MBX Group