Arizona RIA Summit

January 23rd, 2024

The inaugural Arizona RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout Arizona and its neighboring states. Our audience gathers for a day of insightful panel discussions, presentations, Q&A, and over two hours of networking.

Portfolio Summits 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. Join us as we build industry and community.

Venue

Venue Location

6114 N Scottsdale Road

Andaz Scottsdale Resort

Pricing

Tickets

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    SPEAKERS

    SPEAKERS

    Michael Serio

    Chief Investment Strategist

    Ashton Thomas Private Wealth

    Jeff Gilbert

    Chief Executive Officer, Founder

    Balboa Wealth Partners

    Jason Miller

    Partner & Chief Operating Officer

    Crewe Advisors

    Jeffrey Chang

    President

    CBOE Vest

    Heath Goldman

    President / CEO

    Icon Wealth & Legacy Partners

    Jerry Fegler

    Principal and Senior Wealth Advisor

    Marin Wealth Advisors

    Robert Elzholz, CFP®, CRPC, AIF, AAMS

    Principal

    REDW Wealth

    Letitia Berbaum

    COO, Wealth Advisor

    The Zandbergen Group

    Stephen Biggs

    Managing Director, Head of Alternative Investments

    The Mather Group

    René Nourse

    Founder/Chief Executive Officer, Wealth Advisor

    Urban Wealth Management

    Kyle Brown

    Chief Executive Officer

    Trinity Capital Management

    Contact

    Contact Us

    Location:

    Incomm Summits 27 E 28th St, 8th Floor, New York, NY 10016

    Call:

    tel: (347)-613-3730