Arizona RIA Summit
February 20, 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
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS

Michael Serio
Chief Investment StrategistAshton Thomas Private Wealth

Letitia Berbaum
COO, Wealth AdvisorThe Zandbergen Group

Cory Persson
Director Of InvestmentsAxxcess Wealth Management

Heath Goldman
President / CEOIcon Wealth & Legacy Partners

René Nourse
Founder/Chief Executive Officer, Wealth AdvisorUrban Wealth Management

Abdur Nimeri
Chief Investment OfficerUMB Bank