January 28, 2025
8:00 AM to 6:00 PM
The Westin Nashville
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.
Meet The Speakers
Alison White
Client Service & Operations Associate
Nia Impact Capital
Andrew Boulineau
Director of Trust and Estate Planning
Fielder Capital Group
Brendan Frazier
Chief Behavioral Officer
RFG Advisory
David Norris
Partner, Portfolio Manager and Head of U.S. Credit
TwentyFour Asset Management
David Waddell
CEO, Chief Investment Strategist
Waddell and Associates
Deven Mouton
Financial Advisor, Director of Operations
CAP Partners
Hannah O’Leary
Financial Advisor, Director of Operations
Luken Wealth Management
Jayant Walia
Head of Go-to-Market
Gainbridge
Joe Haupert
MBA, Chief Business Officer
Credent Wealth Management
Mauricio Cortes
Investment Director, Head of Fixed Income
The Mather Group
Melanie Nichols
Partner, Regional Director, Wealth Advisor
Waverly Advisors
Miller Hoffman
Vice President of Client Experience
TradeWinds Investment Services
Scott Reed
CEO
Hardy Reed
Stephen Korn, CFA
Chief Investment Officer
Fielder Capital Group LLC
Teresa J.W. Bailey
President, Senior Wealth Strategist
Waddell and Associates