New York RIA Summit

4 May, 2023

The fourth annual New York RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout New York 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

75 Rockefeller Plaza

Convene

pricing

Tickets

Sponsors

Group RMC

PARTNER SPONSOR

Calamos Investments

PRESENTING SPONSOR

Learn More About

Sponsorship Opportunities

    SPEAKERS

    SPEAKERS

    Judah Schulman

    Director, Alternative Investments

    CAIS

    Cameron Rogers, CFA

    Private Wealth Advisor

    Ellevest

    Lori Van Dusen, CIMA

    Chief Executive Officer, Founder

    LVW Advisors

    Michael Schwartz, CFP, AEP

    Chief Executive Officer, President

    Magnus Financial Group

    William Platt, CFP, CFS

    Managing Partner, Head of Wealth Management & Financial Planning

    Momentum Advisors

    Rohit Vohra

    Managing Director, Head of Global Wealth Alternatives

    Principal Asset Management

    James Sullivan

    Managing Director, Advisor Advocacy, Technology

    Private Advisor Group

    David Wieland

    Chief Executive Officer

    Realized Holdings

    Vib Arya

    Chief Operating Officer

    Shufro Rose

    Michael Hymes, CFP®, CPWA®

    Vice President, Financial Advisor

    Shufro Rose

    Wayne Yi, CFA

    Head of Investment Research, Senior Managing Director, Principal

    Simon Quick Advisors

    Patrick Huang, CAIA

    Director of Investments and Wealth Management

    Source Financial Advisors

    Alex Shapses

    Partner, Advisor, Head of Planning Services

    Summit Trail Advisors

    John Maddux

    Chief Executive Officer, President

    Sunstone Properties Trust

    Ted Katramados

    Director, Associate Portfolio Manager

    TAG Associates

    Connor Darrell, CFA

    Assistant Vice President, Investments

    Wealthspire Advisors

    Michael Goodman, CPA/PFS, CFP

    President

    Wealthstream Advisors

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049

    Privacy Policy