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
Sponsors
TITLE SPONSOR
PRESENTING SPONSOR
Learn More About
Sponsorship Opportunities
SPEAKERS
SPEAKERS

Michael Serio
Chief Investment StrategistAshton Thomas Private Wealth

Jeff Gilbert
Chief Executive Officer, FounderBalboa Wealth Partners

Jason Miller
Partner & Chief Operating OfficerCrewe Advisors

Jeffrey Chang
PresidentCBOE Vest

Heath Goldman
President / CEOIcon Wealth & Legacy Partners

Jerry Fegler
Principal and Senior Wealth AdvisorMarin Wealth Advisors

Robert Elzholz, CFP®, CRPC, AIF, AAMS
PrincipalREDW Wealth

Letitia Berbaum
COO, Wealth AdvisorThe Zandbergen Group

Stephen Biggs
Managing Director, Head of Alternative InvestmentsThe Mather Group

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

Kyle Brown
Chief Executive OfficerTrinity Capital Management