October 30, 2025
8:00 AM to 6:00 PM
The Notary Hotel
Topics
Market trends, Alternatives, ESG, Women in Wealth, Practice Management, M&A, Financial Planning 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
Brittany Cook
Managing Director
AlTi Tiedemann Global
Brook Hart
President & CCO
Presilium Private Wealth
Daniel McElwee
Partner & Chief Operating Officer
Ventura Wealth Management
Federico Brokate
VP, Head of the U.S. Business
21Shares
Jamie Hopkins
Chief Wealth Officer
WSFS and Bryn Mawr Trust
Jeff Gerold
Senior Vice President, Strategic Partnerships
National Philanthropic Trust
Jill B. Steinberg
Managing Director
Beacon Pointe Advisors
Judy Brown
Principal & Wealth Advisor
SC&H Wealth
Laurie Vitali
Chief People Officer, Principal
Modera Wealth Management
Mark Pasierb
President
Kingbird Investment Management
Michael Bailey
Director of Research, Investment Committee Chair
FBB Capital Partners
Michael Bilotta
President
Gladstone Group
Michael LoCasale
Director, Investment Strategy
Mill Creek Capital
Morgan Tesoriero
Chief Compliance Officer, Manager of Investment Ops
Joel Isaacson & Co.
Nathan Clayberg
Senior Vice President
MLG Capital
Todd Wickwire
Managing Director, Head of Strategic Initiatives
Homrich Berg