Southeast RIA Summit

4 October, 2022

The annual Southeast RIA Summit is a one day meeting of more than one hundred registered investment advisors based across Georgia and its surrounding states. Our audience gathers to focus on opportunities and risk in equities, fixed income, alternatives and more. As we recover from the Covid-19 pandemic there has never been a more important time to exchange ideas face-to-face and build industry and community.

Portfolio Summits content is built by and for Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and diversity, staffing and culture within the Financial Advisory industry.

Venue

Venue Location

3300 Lenox Rd NE, Atlanta, GA 30326

JW Marriott Atlanta Buckhead, Atlanta, GA

pricing

Tickets

Complimentary Independent RIA Admission

confirm attendance

PARTNER SPONSOR

SPONSORS

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    SPEAKERS

    SPEAKERS

    Matt Dattilo

    Partner, Managing Director

    Altera

    David Damiani

    Deputy Chief Investment Officer

    Balentine

    Qian Zhang

    Director

    Baillie Gifford

    Lisa Brown

    Partner

    Brightworth

    Eddie Phillips

    Director, Private Investments

    Heritage Wealth Advisors

    Tony Welch

    Director of Investments

    SignatureFD

    Michael Nix

    Chief Investment Officer

    Verity Investment Partners

    Contact

    Contact Us

    Location:

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

    Call:

    (718)-513-8049