October 1, 2025
8:00 AM to 6:00 PM
Bellevue Club
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
Ali Kemp
CEO
Financial Insights Inc
Adam Jordan
Director of Investments & CCO
Paul R. Ried Financial Group
Brandon Steele
CEO & Founder
Mainsail Financial Group
Brett Deits
Managing Director
Lenora Capital
Erik Lehr
Chief Investment Officer
Empirical Wealth Management
Claudia Porter
Wealth Advisor
RFG Advisory
Geoff Newman
Principal
Cerity Partners
Hilary Clark
Team Leader & Wealth Manager
Coldstream Wealth Management
Letitia Berbaum
Founder and Wealth Advisor
Blue Sands Wealth
Lisa Naime
Vice President, Business Development
HPS Investment Partners
Julie Penwell
Assistant Vice President
Wealthspire Advisors
Kathryn Haggitt Fisher
Chief Wealth Strategist
Fulcrum Capital
Monte Snider
President
Snider Financial Group
Randal Barton
SVP, Senior Regional Director, Private Equity Specialist
Voya Investment Management
Roman Brent
Chief Investment Officer
Aerie Advisory Group
Scott Kasper
Portfolio Manager, Senior Director
Barings
Tait Lane
Managing Director, Partner
Merit Financial Advisors