Northern California RIA Summit
October 11th, 2023
The inaugural Northern California RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based across Northern California 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
625 El Camino Real, Palo Alto, CA 94301
Sheraton Palo Alto Hotel
Pricing
Tickets
Sponsors
Sortis Capital
Title Sponsor
Calamos Aksia
Presenting Sponsor
Learn More About
Sponsorship Opportunities
Mark Shone
PartnerAllworth Financial
Will Dzugan, CAIA, CFA
Vice President, Product SpecialistCAIS
Tod Trabocco, CFA
Managing DirectorCalamos Investments – Aksia
Alfred Au
Head of AdvisoryDiversifi Capital
Eric Silverman
Managing PartnerEastham Capital
Allison Kvikstad
Senior Private Wealth Advisor,Ellevest
Ludo Thomasson
Chief Advisory OfficerEnsemble Capital Management
Robert Castillo
Senior Wealth AdvisorGerber Kawasaki Wealth & Investment Management
Richard Jacobson
Managing DirectorGolub Capital
Brandon Laczkowski
Private Client AssociateGoldman Sachs
Dominique Langerman
Vice President, Senior Philanthropic AdvisorLido Advisors
Darcy Smoot
Director of ResearchNelson Capital Management
Brian Griggs, CFA
Managing Director, Portfolio StrategistNuveen
Jonathan Masse
Senior Investment Strategist/ Wealth AdvisorPerigon Wealth
Sonja Breeding, CFP
Vice President, Investment AdviceRebalance 360
Jared Chase, CFP
Director of M&ASignature Estate & Investment Advisors
Charles Failla, CFP
Founder, Chief Executive OfficeSovereign Financial
Joseph Urciuoli
Executive Director and Head of ResearchSpectrum Asset Management
Alexandra Wlassowsky
Managing DirectorStratos Wealth Partners
Jef Baker
PartnerSortis Capital
Will Powers
Head of Capital MarketsSortis Capital
Ryan McCalley
Founder and Managing PartnerSQN Venture Partners
Stacey Chin, CFP, ChFC
Private Wealth AdvisorTreehouse Wealth Advisors
Carlos Salas
PresidentxChange