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.
75 Rockefeller Plaza
Learn More About
Michael SchwartzChief Executive Officer, President
Magnus Financial Group
Ted KatramadosDirector, Associate Portfolio Manager
Connor DarrellAssistant Vice President, Investments