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