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
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Sponsorship Opportunities
SPEAKERS
SPEAKERS

Judah Schulman
Director, Alternative InvestmentsCAIS

Cameron Rogers, CFA
Private Wealth AdvisorEllevest

Lori Van Dusen, CIMA
Chief Executive Officer, FounderLVW Advisors

Michael Schwartz, CFP, AEP
Chief Executive Officer, PresidentMagnus Financial Group

William Platt, CFP, CFS
Managing Partner, Head of Wealth Management & Financial PlanningMomentum Advisors

Rohit Vohra
Managing Director, Head of Global Wealth AlternativesPrincipal Asset Management

James Sullivan
Managing Director, Advisor Advocacy, TechnologyPrivate Advisor Group

David Wieland
Chief Executive OfficerRealized Holdings

Vib Arya
Chief Operating OfficerShufro Rose

Michael Hymes, CFP®, CPWA®
Vice President, Financial AdvisorShufro Rose

Wayne Yi, CFA
Head of Investment Research, Senior Managing Director, PrincipalSimon Quick Advisors

Patrick Huang, CAIA
Director of Investments and Wealth ManagementSource Financial Advisors

Alex Shapses
Partner, Advisor, Head of Planning ServicesSummit Trail Advisors

John Maddux
Chief Executive Officer, PresidentSunstone Properties Trust

Ted Katramados
Director, Associate Portfolio ManagerTAG Associates

Connor Darrell, CFA
Assistant Vice President, InvestmentsWealthspire Advisors

Michael Goodman, CPA/PFS, CFP
PresidentWealthstream Advisors