February 11, 2026
8:00 AM to 6:00 PM
Convene at One Liberty Plaza
Topics
The Future of Fintech
M&A Integration Best Practices
Marketing to Attract & Retain Clients
The AI Revolution in Wealth Management
Retaining & Developing Top Talent
Technology for Investment Excellence
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.
Ready to Join?
Get Your Ticket Now
Independent RIA Registration
Registration is reserved for Independent RIAs managing a minimum of 100AUM only.
Meet The Speakers
Hiren Patel
Head of Advisor Solutions
55ip
Haley Ellis
Director of Operations
Allegiance Financial Group Advisory
Landis Wiley
Director of Business Development and Founding Partner
Basepoint Wealth
Allen Eickelberg
Chief Operating Officer
Bogart Wealth
Michelle Tigani
Director of Marketing
Cassaday & Company
Stefan Ludlow
Partner, Chief Technology Officer
Cerity Partners
Andrew Goldberg
Managing Partner
Cornerstone Alternatives
Michael Vinegra
Senior Director, Data & Analytics
Edelman Financial Engines
Brad Smithy
Founding Partner and Head of Wealth Management
Elevation Point
Karishma Motwani
Director of Technical Product Management
Farther
Nicholas Shaheen
Chief Compliance Office, Financial Advisor
Financial Services of America
Andrew Page
Managing Director of Corporate Development
HB Wealth
Max Klein
Co-Founder, Chief Executive Officer
LEA
David Armstrong
Chief Executive Officer
Monument Wealth Management
Beth Bosworth
Head of Financial Planning
Perigon Wealth Management
Ranie Verby
Director of Practice Management
Plancorp Wealth Management
Brooke Deese
Director of Growth & Partnerships
Practifi
Mark Cecchini
Director, Wealth Solutions, Wealth Advisor
Quadrant Capital
Rohan Kalyanpur
Director, Chief Technology Officer
Silvercrest Asset Management Group
Larry Barocas
Senior Partner, Managing Director
Snowden Lane Partners
Gregory Banasz
Chief Marketing Officer
Steward Partners
Jeffrey Gonyo
Head of Recruiting Divisional President, Founding Partner, Wealth Manager
Steward Partners
Brian Taylor
Director of Engineering
The Mather Group
April Rudin
Founder and CEO
The Rudin Group
Michael Banchick
Chief Technology Officer
Winthrop Wealth
Sarah McDaniel
Head of Enterprise Enablement
Vanilla
Michael Salerno
Executive Director, Due Diligence
Verdence Capital
Michele Welsh
Chief Marketing Officer
Verdence Capital
Sarah Mouser
Managing Director, Financial Planning
Verdence Capital Advisors
Era Jain
Co-Founder, Chief Executive Officer
Zeplyn